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Portfolio (Quarterly) Guide ↗

R. W. Roge & Company, Inc.

· CIK 0001800745
13F Portfolio $239M AUM 69 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 6,880.0 $554K 0.23% NEW $80.52 +2.2%
42 XOM EXXON MOBIL CORP Energy 3,858.0 $527K 0.22% NEW $136.60 +16.7%
43 CNEQ THE ALGER ETF TRUST 12,268.0 $506K 0.21% NEW $41.25 -2.4%
44 AKRE PROFESIONALLY MANAGED PORTFO 9,376.0 $498K 0.21% NEW $53.11 +12.1%
45 VGSH VANGUARD SCOTTSDALE FDS 8,070.0 $469K 0.20% NEW $58.12 -0.3%
46 AMZN AMAZON COM INC Consumer Cyclical 1,944.0 $463K 0.19% NEW $238.17 +8.5%
47 RSP INVESCO EXCHANGE TRADED FD T 1,964.0 $417K 0.17% NEW $212.32 +3.1%
48 CSCO CISCO SYS INC Technology 3,444.0 $404K 0.17% NEW $117.31 -6.9%
49 JNJ JOHNSON & JOHNSON Healthcare 1,455.0 $369K 0.15% NEW $253.61 +8.5%
50 ESGE ISHARES INC 6,365.0 $348K 0.15% NEW $54.67 +1.6%
51 EAGG ISHARES TR 6,732.0 $319K 0.13% NEW $47.39 -2.0%
52 SCHD SCHWAB STRATEGIC TR 9,785.0 $310K 0.13% NEW $31.68 +9.8%
53 XCNY SPDR INDEX SHS FDS 9,102.0 $307K 0.13% NEW $33.73 +1.5%
54 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,053.0 $305K 0.13% NEW $289.65 -11.5%
55 IEF ISHARES TR 3,217.0 $304K 0.13% NEW $94.50 -2.4%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 1,633.0 $295K 0.12% NEW $180.65 +1.0%
57 ACGL ARCH CAP GROUP LTD Financial Services 3,000.0 $291K 0.12% NEW $97.00 +1.1%
58 CENCORA INC 1,000.0 $282K 0.12% NEW $282.00
59 NVDA NVIDIA CORPORATION Technology 1,371.0 $274K 0.12% NEW $199.85 +15.3%
60 NOC NORTHROP GRUMMAN CORP Industrials 529.0 $269K 0.11% NEW $508.51 +1.3%
Page 3 of 4  ·  69 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
Financial Services 50.0%
Technology 29.8%
Communication Services 6.4%
Consumer Cyclical 4.3%
Healthcare 3.6%
Industrials 2.5%
Energy 2.4%
Consumer Defensive 0.9%