Bruce & Co., Inc.
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$349.7M
Holdings
37
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ABBV
Abbvie
Q1 2026: Sold 96.3% (122.5k → 4.5k shares)
9.0%
02
$ALL
Allstate
Q1 2026: Sold 98.9% (125.5k → 1.4k shares)
8.6%
03
$AER
AerCap Holdings
Q1 2026: Exited (was 183.5k shares)
8.5%
04
$UHAL/B
Uhaul B
Q1 2026: Exited (was 452.0k shares)
6.8%
05
$DUK
Duke Energy
Q1 2026: Sold 80.9% (155.8k → 29.7k shares)
6.4%
06
$T
AT & T
Q1 2026: Sold 31.0% (523.0k → 360.7k shares)
5.1%
07
$XEL
XCEL Energy
Q1 2026: Sold 95.7% (194.5k → 8.4k shares)
4.9%
08
$CMS
CMS Energy
Q1 2026: Sold 88.0% (156.0k → 18.8k shares)
4.1%
09
$ABT
Abbott
Q1 2026: Sold 95.8% (113.8k → 4.8k shares)
3.9%
10
$IIIN
Insteel
Q1 2026: Exited (was 343.4k shares)
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:16 UTC.