Roberts Foundation
All 13F Filings
- Location
- San Mateo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 35,141
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 1 | 35,141 | 13F-HR | Roberts Foundation |
| Q1 2026 | 4/20/2026 | 1 | 34,351 | 13F-HR | Roberts Foundation |
| Q4 2025 | 2/9/2026 | 2 | 36,932 | 13F-HR | Roberts Foundation |
| Q3 2025 | 10/29/2025 | 2 | 37,563 | 13F-HR | Roberts Foundation |
| Q2 2025 | 8/5/2025 | 2 | 34,889 | 13F-HR | Roberts Foundation |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.14 K | 100.0% | 790 | 0 | 790 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
35,141
Holdings
1
QoQ value change ($000)
790
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.