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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 1,496.0 $247K 0.10% NEW $165.11 +26.3%
62 ETHO AMPLIFY ETF TR 2,933.0 $236K 0.10% NEW $80.46 +0.7%
63 LMT LOCKHEED MARTIN CORP Industrials 450.0 $229K 0.10% NEW $508.89 +3.2%
64 MRK MERCK & CO INC Healthcare 1,775.0 $228K 0.10% NEW $128.45 +17.0%
65 DIS DISNEY WALT CO Communication Services 2,344.0 $225K 0.09% NEW $95.99 +9.7%
66 TSLA TESLA INC Consumer Cyclical 502.0 $211K 0.09% NEW $420.32 -15.8%
67 KEYS KEYSIGHT TECHNOLOGIES INC Technology 599.0 $209K 0.09% NEW $348.91 -6.2%
68 IJH ISHARES TR 2,607.0 $201K 0.08% NEW $77.10 -1.6%
69 SCHW SCHWAB CHARLES CORP Financial Services 2,170.0 $200K 0.08% NEW $92.17 +18.6%
Page 4 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%