StockDriftsStockDriftsTop 50 Roffman Miller Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC-CL A | 7.03% | 376.1K | $134.4M | -2.09%(-8.05K) | $94.21(+265.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.9% | 456.2K | $132.0M | +1.91%(+8.54K) | $78.23(+290.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.08% | 260.3K | $97.1M | +1.06%(+2.73K) | $173.59(+180.01%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 4.06% | 439.9K | $77.6M | -1.37%(-6.09K) | $37.75(+345.64%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.89% | 227.3K | $74.4M | -1.89%(-4.38K) | $89.09(+309.37%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.52% | 282.3K | $67.3M | +1.41%(+3.92K) | $158.96(+65.16%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.51% | 264.0K | $67.1M | +0.09%(+230) | $127.25(+104.69%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 3.35% | 214.6K | $64.0M | -3.53%(-7.85K) | $98.12(+189.03%) | 2026-06-30 | |
| ASML | ASML HOLDING N.V. | 3.02% | 29.0K | $57.8M | -3.43%(-1.03K) | $748.99(+149.37%) | 2026-06-30 | |
| INTC | INTEL CORP COM | 2.86% | 391.9K | $54.7M | +10.46%(+37.11K) | $45.24(+128.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.76% | +51.14% | +8.67% | +51.58% |
| Top 20 Holdings Unweighted | +14.62% | +50.58% | +8.27% | +48.76% |
Roffman Miller Associates INC reports $1.91B in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.0%), AAPL (6.9%) and MSFT (5.1%). The top 20 holdings account for 65.66% of reported assets. Its disclosed equity book has returned +51.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roffman Miller Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 869367). View Roffman Miller Associates INC’s 13F filings on SEC