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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 15 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLU SELECT SECTOR SPDR TR 7,750.0 $351K 0.04% NEW $45.34 -2.6%
282 NNN NNN REIT INC Real Estate 7,495.0 $349K 0.04% NEW $46.53 -0.8%
283 SDY SPDR SERIES TRUST 2,285.0 $348K 0.04% NEW $152.18 +3.1%
284 PLD PROLOGIS INC. Real Estate 2,548.0 $345K 0.04% NEW $135.47 +3.8%
285 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 100,645.0 $338K 0.03% NEW $3.36 +21.4%
286 GIS GENERAL MILLS INC Consumer Defensive 9,553.0 $332K 0.03% NEW $34.80 +9.1%
287 STT STATE STR CORP Financial Services 1,930.0 $327K 0.03% NEW $169.60 +13.8%
288 IWN ISHARES TR 1,478.0 $327K 0.03% NEW $221.20 +2.4%
289 DTE DTE ENERGY CO Utilities 2,110.0 $321K 0.03% NEW $152.36 -7.4%
290 BX BLACKSTONE INC Financial Services 2,731.0 $321K 0.03% NEW $117.67 +19.5%
291 GEV GE VERNOVA INC Utilities 268.0 $315K 0.03% NEW $1174.86 -8.2%
292 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,035.0 $313K 0.03% NEW $62.22 -8.8%
293 FNB F N B CORP Financial Services 16,163.0 $308K 0.03% NEW $19.08 +1.7%
294 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,325.0 $306K 0.03% NEW $131.58 +2.1%
295 PRU PRUDENTIAL FINL INC Financial Services 2,804.0 $303K 0.03% NEW $107.93 +15.4%
296 IVE ISHARES TR 1,272.0 $289K 0.03% NEW $227.07 +4.2%
297 VBR VANGUARD INDEX FDS 1,175.0 $286K 0.03% NEW $242.99 +2.8%
298 LMT LOCKHEED MARTIN CORP Industrials 538.0 $274K 0.03% NEW $509.46 +16.5%
299 IBDZ ISHARES TR 10,385.0 $271K 0.03% NEW $26.05 -2.1%
300 PAYX PAYCHEX INC Industrials 2,705.0 $266K 0.03% NEW $98.33 +20.6%
Page 15 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%