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Filers›Pension Fund›Bruce & Co., Inc.
DOSSIER · 13F-HR · Q1 2026

Bruce & Co., Inc.

Bruce &'s pension fund based in Stamford, CT — $350M in tracked AUM across 41 positions as of Q1 2026.

B&
Bruce &·Stamford, CT·Pension Fund
CIK 0001358331 · last filed Mar 31, 2026
Total AUM
$350M
▲ 7.9%
vs prior
Holdings
41
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bruce & Co., Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
302571104
Nextera Energy
$28M300K8.0%
02
ABBV
Abbvie
$27M123K7.6%
03
ALL
Allstate
$26M126K7.3%
04
N00985106
AerCap Holdings
$25M184K7.2%
05
589331107
Merck
$23M193K6.6%
06
UHAL/B
Uhaul B
$20M452K5.8%
07
DUK
Duke Energy
$19M146K5.5%
08
T
AT & T
$15M523K4.3%
09
XEL
XCEL Energy
$15M185K4.2%
10
CMS
CMS Energy
$12M156K3.5%

Filing history

Filing history loading…
AI Agent · grounded in Bruce
haiku-4-5 · 41 positions indexed
Sector mix
  • Financials6%
  • Health Care12%
  • Cons. Disc.9%
  • Industrials44%
  • Energy9%
  • Other20%
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