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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 13 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NPO ENPRO INC Industrials 1,280.0 $482K 0.05% NEW $376.93 -8.1%
242 OTIS OTIS WORLDWIDE CORP Industrials 6,719.0 $481K 0.05% NEW $71.60 -1.5%
243 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,275.0 $479K 0.05% NEW $76.40 +6.4%
244 SHEL SHELL PLC Energy 6,150.0 $477K 0.05% NEW $77.54 +18.2%
245 ISRG INTUITIVE SURGICAL INC Healthcare 1,185.0 $471K 0.05% NEW $397.68 -1.8%
246 IBDY ISHARES TR 18,115.0 $466K 0.05% NEW $25.75 -1.8%
247 DOV DOVER CORP Industrials 2,033.0 $456K 0.05% NEW $224.28 -7.9%
248 SCHX SCHWAB STRATEGIC TR 15,240.0 $449K 0.04% NEW $29.43 +3.6%
249 SPLV INVESCO EXCH TRADED FD TR II 5,952.0 $446K 0.04% NEW $74.90 +1.1%
250 OEF ISHARES TR 1,215.0 $445K 0.04% NEW $365.87 +4.1%
251 XLF SELECT SECTOR SPDR TR 8,287.0 $444K 0.04% NEW $53.61 +7.4%
252 SPYM SPDR SERIES TRUST 5,039.0 $443K 0.04% NEW $87.88 +3.5%
253 BAC BANK OF AMER CORP Financial Services 7,753.0 $442K 0.04% NEW $56.98 +12.1%
254 IJJ ISHARES TR 2,965.0 $438K 0.04% NEW $147.73 +2.1%
255 AGG ISHARES TR 4,373.0 $433K 0.04% NEW $98.98 -1.7%
256 XLP SELECT SECTOR SPDR TR 5,100.0 $424K 0.04% NEW $83.07 +1.9%
257 CAG CONAGRA BRANDS INC Consumer Defensive 30,920.0 $416K 0.04% NEW $13.46 +15.6%
258 WRB BERKLEY W R CORP Financial Services 5,770.0 $407K 0.04% NEW $70.53 -1.1%
259 GE GE AEROSPACE Industrials 1,087.0 $406K 0.04% NEW $373.73 -1.2%
260 EXC EXELON CORP Utilities 8,696.0 $405K 0.04% NEW $46.62 -2.3%
Page 13 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%