DOSSIER · 13F-HR · Q1 2026

ROBERTS GLORE & CO INC /IL/

ROBERTS GLORE & /IL/'s asset manager based in Chicago, IL $364M in tracked AUM across 216 positions as of Q1 2026.

RG
ROBERTS GLORE & /IL/·Chicago, IL·Asset Manager
CIK 0001017115 · last filed Mar 31, 2026
Total AUM
$364M
0.3%
vs prior
Holdings
216
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ROBERTS GLORE & CO INC /IL/ 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
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M51K6.7%
02
AAPL
APPLE INC
$16M65K4.5%
03
MSFT
MICROSOFT CORP
$15M40K4.1%
04
GOOG
ALPHABET INC
$14M49K3.8%
05
JNJ
JOHNSON & JOHNSON
$13M51K3.4%
06
VTIP
VANGUARD MALVERN FDS
$12M235K3.2%
07
VTI
VANGUARD INDEX FDS
$11M33K2.9%
08
GOOGL
ALPHABET INC
$10M35K2.7%
09
VTEB
VANGUARD MUN BD FDS
$7M135K1.9%
10
ABBV
ABBVIE INC
$6M30K1.8%

Filing history

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