— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Roberts Foundation

155 BOVET RD, SUITE 770, SAN MATEO, CA 94402 • 650-653-2422

Q2 2025 · Filed 2025-08-05
Market Value
$35M
-77.5%
Holdings
3
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PG 96.53% 25.44% +71.09% $34M
BTSG 3.47% 0.00% +3.47% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KKR 0.00% 74.56% -74.56% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Consumer Defensive 100.0%
Healthcare 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $34M 96.5%
Large Cap 2 $1M 3.5%

Portfolio Analytics

Avg Market Cap
$144.0B
Median Market Cap
$84.4B
Avg P/E
33.4
Median P/E
28.3
Avg Dividend Yield
0.01%
Avg Beta
1.32
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PG 96.53% 211,380 $34M $159.32 -$6M -20,092 -8.7%
2 BTSG 3.47% 51,364 $1M $23.59 +51,364 NEW
3 KKR —% -$116M -1,000,000 -100.0% SOLD

New Positions

SymbolValue% Port
BTSG $1M 3.47%

Sold Out Positions

SymbolValue% Port
KKR —%
View SEC EDGAR Filings for Roberts Foundation →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms