We are live on ! Find out more
RB

Robert Bosch Portfolio holdings

AUM $160M
1-Year Est. Return 26.69%
This Fund
S&P 500
This Quarter Est. Return
-1.14%
1 Year Est. Return
-26.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
-$6.49M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 73.12%
2 Technology 26.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSE icon
1
ADS-TEC Energy
ADSE
$900M
$133M 73.12%
10,462,451
– –
WRD
2
WeRide Inc
WRD
$1.97B
$35.7M 19.69%
4,114,784
– –
VIA
3
Via Transportation Inc
VIA
$1.46B
$13.1M 7.2%
450,001
– –

Similar funds

MWM
Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $160M AUM 16.16% 1-Year Est. Return
CF
CBM Financial Austin, Texas $160M AUM
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
TPW
Turn8 Private Wealth Pointe Claire $160M AUM 25.13% 1-Year Est. Return
LCA
Legend Capital Advisors New York $160M AUM

Robert Bosch's Q4 2025 Portfolio in Review

As of Q4 2025, Robert Bosch held 3 positions worth $181M, down 3.5% from $188M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Robert Bosch opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 73% of assets, up from 67% a quarter earlier, followed by Technology.

  • Robert Bosch's ten largest holdings make up 100% of its $181M portfolio in Q4 2025.
  • Robert Bosch opened 0 new positions and closed 0 in Q4 2025.
  • Robert Bosch's portfolio value fell 3.5% quarter-over-quarter to $181M.

Based on Robert Bosch's 13F filing for Q4 2025, filed 5 Feb 2026.