SEC Form 13F

Bruce & Co., Inc. 13F Holdings

Inspect Bruce & Co., Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$369,495,763
Positions
41

Read this manager's filing book

Step 1 of 3

Disclosed positions

Bruce & Co., Inc.: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
Abbvie
Ticker
ABBV
Class
Common
Reported value
$30,448,440
Reported amount
121,000
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001104659-26-096709
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
AbbvieABBVCommon$30,448,440121,000SHNone
AllstateALLCommon$29,147,650122,500SHNone
AerCap HoldingsAERCommon$26,969,300185,000SHNone
Nextera EnergyUnresolvedCommon$25,830,711294,300SHNone
MerckUnresolvedCommon$24,517,800190,800SHNone
Uhaul BUHAL.BCommon$24,060,900417,000SHNone
Duke EnergyDUKCommon$18,330,809144,816SHNone
VicorVICRCommon$18,229,44048,000SHNone
XCEL EnergyXELCommon$14,654,750182,500SHNone
CMS EnergyCMSCommon$11,704,500153,000SHNone
AT & TTCommon$10,722,600518,000SHNone
AppleAAPLCommon$10,677,38436,900SHNone
Beta BionicsBBNXCommon$10,431,519665,700SHNone
InsteelIIINCommon$10,371,375343,423SHNone
AbbottABTCommon$10,190,102112,300SHNone
NewmontNEMCommon$9,340,000100,000SHNone
AvistaAVACommon$8,182,000200,000SHNone
Archer DanielsADMCommon$7,640,000100,000SHNone
BungeBGCommon$7,471,10070,000SHNone
SupernusSUPNCommon$6,976,500150,000SHNone
PfizerPFECommon$6,458,256268,200SHNone
Darling IngredientsDARCommon$5,735,100105,000SHNone
Kodiak SciencesKODCommon$5,649,200145,000SHNone
ChemoursCCCommon$5,130,000250,000SHNone
UhaulUHALCommon$4,750,94472,600SHNone
LyondellbasellLYBCommon$3,159,00060,000SHNone
PersonalisPSNLCommon$3,122,200233,000SHNone
Fate TheraputicsFATECommon$2,670,808989,188SHNone
Eli LillyLLYCommon$2,398,8602,000SHNone
RLIRLICommon$2,362,80040,000SHNone
ApogeeAPOGCommon$2,287,00050,000SHNone
FocalThericsFOCLCommon$2,272,217438,652SHNone
XM SiriusSIRICommon$1,647,85955,784SHNone
Venture GlobalVGCommon$1,113,000100,000SHNone
AshlandUnresolvedCommon$988,35015,000SHNone
ViatrisVTRSCommon$916,21257,696SHNone
MannkindMNKDCommon$831,011195,073SHNone
Bausch HealthUnresolvedCommon$611,320124,000SHNone
908 DevicesMASSCommon$594,08868,286SHNone
WEC EnergyWECCommon$460,6583,945SHNone
Caribou BiosciencesCRBUCommon$440,000250,000SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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