Vault-13

Roberts Foundation

San Mateo, CA · CIK 1595747 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$35.1m reported value +2.3% vs Q1 2026
1positions
100.0%in top 10
0 new 1 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 PROCTER AND GAMBLE CO COM PG PG 239,639 $35.1m100.00% 100.00% AddedShares held: Q3 2025 234.6k, Q4 2025 236.3k, Q1 2026 237.8k, Q2 2026 239.6k +1.8k +1,815 0.8%