Bruce & Co., Inc. Top Holdings and 13F Report (2025) About Bruce & Co., Inc.Investment ActivityBruce & Co., Inc. has $311.43 million in total holdings as of December 31, 2024.Bruce & Co., Inc. owns shares of 41 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.66% of the portfolio was purchased this quarter.About 6.15% of the portfolio was sold this quarter.This quarter, Bruce & Co., Inc. has purchased 41 new stocks and bought additional shares in 2 stocks.Bruce & Co., Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Uhaul B $29,911,350Allstate $25,159,095AbbVie $24,433,750Nextera Energy $22,582,350Merck $21,169,344 Largest New Holdings this Quarter Eli Lilly and Company $1,544,000 Holding Largest Purchases this Quarter AerCap 70,000 shares (about $6.70M)Eli Lilly and Company 2,000 shares (about $1.54M)Accelerate Diagnostic 80,306 shares (about $32.12K) Largest Sales this Quarter AT&T 211,000 shares (about $4.80M)Uhaul B 40,550 shares (about $2.60M)Bausch Health 279,000 shares (about $2.25M)Darling Ingredients 60,000 shares (about $2.02M)CMS Energy 24,000 shares (about $1.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBruce & Co., Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUhaul B$29,911,350$2,597,228 ▼-8.0%467,0009.6%CommonALLAllstate$25,159,0950.0%130,5008.1%FinanceABBVAbbVie$24,433,750$1,599,300 ▼-6.1%137,5007.8%MedicalNextera Energy$22,582,350$1,311,927 ▼-5.5%315,0007.3%CommonMerck$21,169,344$169,116 ▼-0.8%212,8006.8%CommonDUKDuke Energy$21,097,2160.0%195,8166.8%UtilitiesCMSCMS Energy$19,061,900$1,599,600 ▼-7.7%286,0006.1%UtilitiesTAT&T$17,601,210$4,804,470 ▼-21.4%773,0005.7%Computer and TechnologyABTAbbott Laboratories$16,774,213$452,440 ▼-2.6%148,3005.4%MedicalAERAerCap$14,355,000$6,699,000 ▲87.5%150,0004.6%TransportationXELXcel Energy$13,132,640$101,280 ▼-0.8%194,5004.2%UtilitiesAAPLApple$9,741,338$200,336 ▼-2.0%38,9003.1%Computer and TechnologyIIINInsteel Industries$9,275,8550.0%343,4233.0%Industrial ProductsAVAAvista$7,380,9450.0%201,5002.4%UtilitiesPFEPfizer$7,213,507$119,385 ▼-1.6%271,9002.3%MedicalBunge$6,220,8000.0%80,0002.0%CommonUHALU-Haul$5,105,751$83,253 ▼-1.6%73,9001.6%TransportationADMArcher-Daniels-Midland$5,052,0000.0%100,0001.6%Consumer StaplesDARDarling Ingredients$4,750,290$2,021,400 ▼-29.9%141,0001.5%Consumer StaplesNEMNewmont$3,722,0000.0%100,0001.2%Basic MaterialsVICRVicor$3,382,4000.0%70,0001.1%Computer and TechnologyRLIRLI$3,362,532$329,660 ▼-8.9%20,4001.1%FinanceKODKodiak Sciences$3,213,850$995,000 ▼-23.6%323,0001.0%MedicalSUPNSupernus Pharmaceuticals$2,968,9170.0%82,1051.0%MedicalLLYEli Lilly and Company$1,544,000$1,544,000 ▲New Holding2,0000.5%MedicalPSNLPersonalis$1,462,340$271,660 ▼-15.7%253,0000.5%MedicalBausch Health$1,378,260$2,248,740 ▼-62.0%171,0000.4%CommonAccelerate Diagnostic$1,317,029$32,122 ▲2.5%3,292,5740.4%Cv 5.0%SIRISirius XM$1,273,9270.0%55,7840.4%Consumer DiscretionaryMNKDMannKind$1,254,3190.0%195,0730.4%MedicalEDAPEdap Tms$1,223,5710.0%553,6520.4%MedicalAshland$1,071,9000.0%15,0000.3%CommonLVTXLAVA Therapeutics$733,2800.0%771,8740.2%MedicalVTRSViatris$725,574$6,897 ▼-0.9%58,2790.2%MedicalIGMSIGM Biosciences$611,0000.0%100,0000.2%MedicalFATEFate Therapeutics$577,5000.0%350,0000.2%MedicalOGNOrganon & Co.$465,504$2,536 ▼-0.5%31,2000.1%MedicalCRBUCaribou Biosciences$397,500$79,500 ▼-16.7%250,0000.1%MedicalWECWEC Energy Group$370,988$53,039 ▼-12.5%3,9450.1%UtilitiesAcorda Theraputics$200,0000.0%5,000,0000.1%Cv 6.0%MASS908 Devices$150,2290.0%68,2860.0%MedicalWBDWarner Bros. Discovery$0$97,771 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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