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Portfolio (Quarterly) Guide ↗

ROMANO BROTHERS AND COMPANY

· CIK 0000200648
13F Portfolio $994M AUM 331 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 331 New
Page 11 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MO ALTRIA GROUP INC Consumer Defensive 10,076.0 $725K 0.07% NEW $71.95 -9.8%
202 IJH ISHARES TR 9,327.0 $719K 0.07% NEW $77.11 +0.8%
203 TOST TOAST INC Technology 25,838.0 $719K 0.07% NEW $27.82 +26.1%
204 EPD ENTERPRISE PRODS PARTNERS L Energy 19,364.0 $712K 0.07% NEW $36.76 +5.1%
205 IBDX ISHARES TR 27,951.0 $704K 0.07% NEW $25.19 -1.4%
206 O REALTY INCOME CORP Real Estate 10,983.0 $681K 0.07% NEW $61.96 +0.8%
207 DOC HEALTHPEAK PROPERTIES INC Real Estate 31,597.0 $676K 0.07% NEW $21.40 -3.9%
208 DEM WISDOMTREE TR 12,550.0 $675K 0.07% NEW $53.79 +0.9%
209 TSLA TESLA INC Consumer Cyclical 1,585.0 $667K 0.07% NEW $420.60 -19.8%
210 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,185.0 $667K 0.07% NEW $107.78 +5.5%
211 VWO VANGUARD INTL EQUITY INDEX F 11,161.0 $666K 0.07% NEW $59.69 +0.1%
212 DIS DISNEY WALT CO Communication Services 6,710.0 $646K 0.07% NEW $96.26 +9.1%
213 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,875.0 $644K 0.07% NEW $223.91 +21.9%
214 ET ENERGY TRANSFER L P Energy 33,502.0 $641K 0.06% NEW $19.12 +11.1%
215 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,333.0 $631K 0.06% NEW $86.09 +16.0%
216 VGK VANGUARD INTL EQUITY INDEX F 7,129.0 $631K 0.06% NEW $88.54 +3.6%
217 QQQG PACER FDS TR 18,925.0 $624K 0.06% NEW $32.99 -5.0%
218 PH PARKER-HANNIFIN CORP Industrials 619.0 $605K 0.06% NEW $978.12 +6.0%
219 CTAS CINTAS CORP Industrials 3,540.0 $602K 0.06% NEW $170.08 +17.9%
220 GWW WW GRAINGER INC Industrials 440.0 $599K 0.06% NEW $1360.40 -3.1%
Page 11 of 17  ·  331 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Industrials 15.0%
Healthcare 13.8%
Financial Services 13.7%
Communication Services 5.3%
Consumer Cyclical 4.8%
Utilities 3.9%
Real Estate 3.4%
Consumer Defensive 3.2%
Energy 2.5%