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Bruce & Co., Inc.

Bruce & Co., Inc. is an Investment Adviser institutional filer with the SEC under CIK 1358331, reporting 41 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Bruce & Co., Inc.'s most recent 13F filing, ranked by reported market value.

  1. Abbvie (ABBV)
  2. Allstate (ALL)
  3. AerCap Holdings (AER)
  4. Nextera Energy (NEE)
  5. Merck (MRK)
  6. Uhaul B (UHAL.B)
  7. Duke Energy (DUK)
  8. Vicor (VICR)
  9. XCEL Energy (XEL)
  10. CMS Energy (CMS)
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