Bruce & Co., Inc.
Filing Date
Global Rank
#3,232
/ 8,232
▲ 383
Top Industry
Utilities - Regulated Electric
16.8%
3Y Alpha vs SPY
-3.3%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.2%
SPY
+76.3%
Annualised alpha
-3.3%
Max drawdown
−10.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.7%
−1.4 pts
Top 5
40.6%
−4.0 pts
Top 10
62.7%
−5.5 pts
HHI
531
Diversified−76
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 25.5% | $70,236,484 |
| Utilities | 19.7% | $54,397,229 |
| Industrials | 15.2% | $41,922,919 |
| Financial Services | 10.3% | $28,348,402 |
| Consumer Defensive | 8.2% | $22,729,100 |
| Basic Materials | 7.7% | $21,166,100 |
| Technology | 7.4% | $20,337,431 |
| Communication Services | 5.5% | $15,161,770 |
| Energy | 0.6% | $1,576,000 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$15,161,770 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
Held | 523,000 | $15,161,770 | 100.00% |