Notify me when Bruce & Co., Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 39 | $322,530,845 | $0 | -$9,498,277 | -$9,498,277 | ABBV, AER, ALL, FPL, UHALB | 13F-HR | 13 Feb 2026, 16:28 |
| Q3 2025 | 39 | $322,942,390 | +$1,358,800 | -$11,969,677 | -$10,610,877 | ABBV, ALL, FPL, UHALB, AER | 13F-HR | 13 Nov 2025, 15:19 |
| Q2 2025 | 41 | $308,468,802 | +$3,794,100 | -$3,964,278 | -$170,178 | ALL, UHALB, ABBV, Nextera Energy, AER | 13F-HR | 14 Aug 2025, 11:25 |
| Q1 2025 | 42 | $311,828,143 | +$8,955,427 | -$17,130,775 | -$8,175,348 | UHALB, ABBV, ALL, Nextera Energy, DUK | 13F-HR | 14 May 2025, 11:54 |
| Q4 2024 | 41 | $311,425,174 | +$8,275,122 | -$19,144,538 | -$10,869,416 | UHALB, ALL, ABBV, FPL, Merck | 13F-HR | 11 Feb 2025, 11:08 |
| Q3 2024 | 41 | $343,599,745 | +$15,533,960 | -$21,195,599 | -$5,661,639 | UHALB, ABBV, FPL, ALL, Merck | 13F-HR | 14 Nov 2024, 13:32 |
| Q2 2024 | 40 | $303,972,345 | +$20,004,262 | -$655,180 | +$19,349,082 | UHALB, Merck, ABBV, FPL, ALL | 13F-HR | 09 Aug 2024, 13:18 |
| Q1 2024 | 39 | $301,495,484 | +$9,305,200 | -$8,505,240 | +$799,960 | UHALB, Merck, ABBV, ALL, DUK | 13F-HR | 13 May 2024, 14:41 |
| Q4 2023 | 37 | $286,579,366 | +$4,301,319 | -$40,428,555 | -$36,127,236 | UHALB, Merck, ABBV, DUK, XEL | 13F-HR | 12 Feb 2024, 12:57 |
| Q3 2023 | 38 | $293,432,047 | +$5,374,550 | -$45,757,634 | -$40,383,084 | UHALB, ABBV, Merck, XEL, CMS | 13F-HR | 13 Nov 2023, 08:49 |
| Q2 2023 | 37 | $356,489,671 | +$3,683,000 | -$3,902,175 | -$219,175 | Merck, UHALB, ABBV, FPL, CMS | 13F-HR | 08 Aug 2023, 12:51 |
| Q1 2023 | 37 | $366,935,772 | +$7,469,316 | -$8,409,054 | -$939,738 | UHALB, Merck, ABBV, FPL, CMS | 13F-HR | 12 May 2023, 17:13 |
| Q4 2022 | 37 | $387,902,785 | +$38,389,878 | -$16,883,794 | +$21,506,084 | UHALB, Merck, ABBV, FPL, PFE | 13F-HR | 14 Feb 2023, 18:19 |
| Q3 2022 | 34 | $363,879,000 | +$9,569,933 | -$42,238,346 | -$32,668,413 | UHAL, ABBV, ALL, Merck, FPL | 13F-HR | 15 Nov 2022, 11:30 |
| Q2 2022 | 33 | $425,070,000 | +$3,033,822 | -$10,617,632 | -$7,583,810 | UHAL, FPL, ABBV, ALL, DUK | 13F-HR | 08 Aug 2022, 18:20 |
| Q1 2022 | 32 | $489,080,000 | +$24,104,564 | -$25,973,090 | -$1,868,526 | UHAL, FPL, ABBV, ALL, CMS | 13F-HR | 11 May 2022, 15:03 |
| Q4 2021 | 31 | $500,144,000 | +$448,967 | -$18,729,038 | -$18,280,071 | UHAL, FPL, ABBV, VRX, ALL | 13F-HR | 16 Feb 2022, 16:19 |
| Q3 2021 | 31 | $470,676,000 | +$8,508,734 | -$131,875,611 | -$123,366,877 | UHAL, FPL, VRX, ALL, AAPL | 13F-HR | 12 Nov 2021, 17:10 |
| Q2 2021 | 31 | $523,621,000 | +$6,430,594 | -$23,521,983 | -$17,091,389 | UHAL, ALL, VRX, ABBV, FPL | 13F-HR | 16 Aug 2021, 12:12 |
| Q1 2021 | 35 | $533,784,000 | +$11,480,679 | -$46,871,007 | -$35,390,328 | UHAL, VRX, FPL, ABBV, ALL | 13F-HR | 17 May 2021, 14:34 |
| Q4 2020 | 39 | $518,789,000 | +$38,089,269 | -$27,432,639 | +$10,656,630 | UHAL, FPL, AAPL, ALL, ABBV | 13F-HR | 16 Feb 2021, 06:43 |
| Q3 2020 | 41 | $475,657,000 | +$28,123,189 | -$7,434,422 | +$20,688,767 | UHAL, FPL, AAPL, CMS, XEL | 13F-HR | 13 Nov 2020, 15:32 |
| Q2 2020 | 40 | $452,641,000 | +$17,504,487 | -$22,474,941 | -$4,970,454 | UHAL, FPL, AAPL, ABBV, ALL | 13F-HR | 14 Aug 2020, 16:06 |
| Q1 2020 | 43 | $434,258,000 | +$7,470,739 | -$6,044,818 | +$1,425,921 | FPL, UHAL, CMS, ALL, XEL | 13F-HR | 15 May 2020, 14:34 |
| Q4 2019 | 42 | $512,553,000 | +$19,291,480 | -$12,969,078 | +$6,322,402 | UHAL, FPL, ALL, VRX, CMS | 13F-HR | 14 Feb 2020, 16:20 |
| Q3 2019 | 41 | $481,649,000 | +$10,941,442 | -$14,056,500 | -$3,115,058 | UHAL, FPL, ALL, CMS, DUK | 13F-HR | 14 Nov 2019, 16:45 |
| Q2 2019 | 40 | $469,074,000 | +$4,482,395 | -$59,026,863 | -$54,544,468 | UHAL, FPL, ALL, CMS, DUK | 13F-HR | 13 Aug 2019, 18:17 |
| Q1 2019 | 43 | $511,952,000 | +$13,216,865 | -$16,443,575 | -$3,226,710 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 15 May 2019, 19:24 |
| Q4 2018 | 43 | $469,463,000 | +$23,396,422 | -$31,703,384 | -$8,306,962 | UHAL, FPL, DUK, ALL, Merck | 13F-HR | 15 Feb 2019, 10:32 |
| Q3 2018 | 47 | $516,063,000 | +$9,034,473 | -$15,019,211 | -$5,984,738 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 09 Nov 2018, 16:01 |
| Q2 2018 | 47 | $502,346,000 | +$13,267,618 | -$5,237,046 | +$8,030,572 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 14 Aug 2018, 14:30 |
| Q1 2018 | 46 | $478,786,000 | +$42,344,214 | -$6,315,515 | +$36,028,699 | UHAL, FPL, ALL, DUK, ABBV | 13F-HR | 15 May 2018, 17:30 |
| Q4 2017 | 48 | $461,442,000 | +$7,807,133 | -$6,240,619 | +$1,566,514 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 14 Feb 2018, 14:59 |
| Q3 2017 | 50 | $447,445,000 | +$17,116,078 | -$15,748,685 | +$1,367,393 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 15 Nov 2017, 10:55 |
| Q2 2017 | 49 | $437,867,000 | +$19,109,000 | -$9,019,828 | +$10,089,172 | UHAL, FPL, ALL, DUK, CMS | 13F-HR | 09 Aug 2017, 14:37 |
| Q1 2017 | 49 | $417,546,000 | +$19,665,129 | -$6,086,501 | +$13,578,628 | UHAL, FPL, DUK, ALL, CMS | 13F-HR | 15 May 2017, 16:50 |
| Q4 2016 | 48 | $382,858,000 | +$2,080,000 | -$1,909,576 | +$170,424 | UHAL, FPL, DUK, ALL, CMS | 13F-HR | 10 Feb 2017, 11:18 |
| Q3 2016 | 48 | $370,057,000 | +$4,200,000 | -$3,259,353 | +$940,647 | UHAL, FPL, DUK, ALL, CMS | 13F-HR | 14 Nov 2016, 18:43 |
| Q2 2016 | 48 | $391,126,000 | +$9,885,968 | -$912,909 | +$8,973,059 | UHAL, FPL, DUK, CMS, ALL | 13F-HR | 15 Aug 2016, 14:18 |
| Q1 2016 | 47 | $358,593,000 | $0 | -$10,963,616 | -$10,963,616 | UHAL, FPL, DUK, CMS, ALL | 13F-HR | 13 May 2016, 17:25 |
| Q4 2015 | 49 | $368,555,000 | +$38,956,572 | -$51,052,498 | -$12,095,926 | UHAL, FPL, DUK, Mannkind, ALL | 13F-HR | 12 Feb 2016, 16:39 |
| Q3 2015 | 54 | $388,806,000 | +$50,776,361 | -$49,663,416 | +$1,112,945 | UHAL, Mannkind, IBM, ALL, DUK | 13F-HR | 16 Nov 2015, 13:38 |
| Q2 2015 | 55 | $386,643,000 | +$8,911,425 | -$10,947,473 | -$2,036,048 | UHAL, Mannkind, IBM, ALL, ABBV | 13F-HR | 13 Aug 2015, 14:26 |
| Q1 2015 | 55 | $369,961,000 | +$5,409,000 | -$129,000 | +$5,280,000 | UHAL, Mannkind, ALL, IBM, PFE | 13F-HR | 15 May 2015, 14:54 |
| Q4 2014 | 53 | $361,838,000 | +$15,489,468 | -$10,955,025 | +$4,534,443 | UHAL, Mannkind, ALL, IBM, PNX | 13F-HR | 13 Feb 2015, 16:32 |
| Q3 2014 | 55 | $359,156,000 | +$10,545,258 | -$36,127,856 | -$25,582,598 | UHAL, Mannkind, IBM, ALL, FTK | 13F-HR | 13 Nov 2014, 14:07 |
| Q2 2014 | 55 | $433,971,000 | +$13,308,152 | -$5,477,602 | +$7,830,550 | UHAL, Mannkind, FTK, IBM, ALL | 13F-HR | 14 Aug 2014, 13:32 |
| Q1 2014 | 53 | $372,328,000 | +$12,739,199 | -$10,272,380 | +$2,466,819 | UHAL, Mannkind, FTK, ALL, IBM | 13F-HR | 15 May 2014, 14:06 |
| Q4 2013 | 53 | $351,601,000 | $0 | $0 | $0 | UHAL, Mannkind, ALL, FTK, IBM | 13F-HR | 14 Feb 2014, 11:05 |