StockDriftsStockDriftsTop 50 Roffman Miller Associates INC PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.57% | 633.5K | $147.6M | +38.87%(+177.32K) | $143.44(+139.08%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.82% | 344.9K | $133.0M | +32.49%(+84.58K) | $239.64(+122.63%) | 2026-09-30 | |
| GOOGL | ALPHABET INC-CL A | 6.49% | 367.8K | $126.6M | -2.20%(-8.28K) | $94.21(+265.32%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.79% | 308.3K | $73.9M | +35.61%(+80.94K) | $152.11(+119.27%) | 2026-09-30 | |
| APH | AMPHENOL CORP | 3.72% | 860.1K | $72.5M | -2.23%(-19.64K) | $37.75(+112.66%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.71% | 290.6K | $72.4M | +2.95%(+8.31K) | $161.39(+62.62%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.57% | 354.0K | $69.6M | +34.07%(+89.96K) | $160.82(+57.81%) | 2026-09-30 | |
| INTC | INTEL CORP COM | 3.1% | 502.2K | $60.4M | +28.16%(+110.36K) | $63.85(+44.13%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 3.04% | 211.7K | $59.3M | -1.37%(-2.93K) | $98.12(+181.43%) | 2026-09-30 | |
| ASML | ASML HOLDING N.V. | 2.64% | 28.4K | $51.5M | -2.21%(-643) | $748.99(+119.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.39% | +57.68% | +8.68% | +51.63% |
| Top 20 Holdings Unweighted | +15.71% | +54.91% | +7.86% | +45.99% |
Roffman Miller Associates INC PA reports $1.95B in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.6%), MSFT (6.8%) and GOOGL (6.5%). The top 20 holdings account for 65.44% of reported assets. Its disclosed equity book has returned +57.68% on a three-year cumulative basis. Figures reflect the Q3 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 PA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 869367). View Roffman Miller Associates INC PA’s 13F filings on SEC