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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 8 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 16,836.0 $1.6M 0.16% NEW $95.71 -3.5%
142 DVY ISHARES TR 10,231.0 $1.6M 0.16% NEW $156.30 +5.7%
143 FAST FASTENAL CO Industrials 32,054.0 $1.5M 0.15% NEW $48.03 +6.9%
144 WMT WALMART INC Consumer Defensive 13,218.0 $1.5M 0.15% NEW $113.26 +2.1%
145 BOND PIMCO ETF TR 16,073.0 $1.5M 0.15% NEW $92.21 -1.9%
146 FITB FIFTH THIRD BANCORP Financial Services 25,935.0 $1.5M 0.15% NEW $56.37 +1.3%
147 IEFA ISHARES TR 15,071.0 $1.5M 0.15% NEW $96.58 +3.5%
148 CFG CITIZENS FINL GROUP INC Financial Services 19,867.0 $1.4M 0.14% NEW $70.07 +4.5%
149 EMN EASTMAN CHEM CO Basic Materials 20,129.0 $1.3M 0.14% NEW $66.98 +9.1%
150 COWZ PACER FDS TR 21,058.0 $1.3M 0.13% NEW $62.20 +13.8%
151 NOW SERVICENOW INC Technology 13,131.0 $1.3M 0.13% NEW $99.28 +21.1%
152 URI UNITED RENTALS INC Industrials 1,131.0 $1.3M 0.13% NEW $1132.89 -0.1%
153 SCL STEPAN CO Basic Materials 22,585.0 $1.3M 0.13% NEW $55.72 +15.3%
154 KO COCA COLA CO Consumer Defensive 15,448.0 $1.3M 0.13% NEW $81.27 +9.2%
155 CLX CLOROX CO DEL Consumer Defensive 13,082.0 $1.2M 0.13% NEW $95.44 +11.8%
156 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,317.0 $1.2M 0.12% NEW $109.77 -0.6%
157 PM PHILIP MORRIS INTL INC Consumer Defensive 6,777.0 $1.2M 0.12% NEW $180.92 +3.8%
158 HTGC HERCULES CAPITAL INC Financial Services 76,036.0 $1.2M 0.12% NEW $15.77 +4.8%
159 SWK STANLEY BLACK & DECKER INC Industrials 12,691.0 $1.2M 0.12% NEW $94.12 +5.0%
160 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 30,769.0 $1.2M 0.12% NEW $38.73 +50.5%
Page 8 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%