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Romano Brothers And Company

Portfolio Manager
Romano Brothers And Company
Performance
-4.91% (2026 Q1)
AUM (13F)
$880.19M
# of Holdings
319
Performance Rank
Allocation (Top 20)
37.2%

Romano Brothers And Company Holdings Map

Top 50 Romano Brothers And Company Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
3.22%47.4K$28.3M
+1.73%(+805)
2025-Q1: 44.4K shares2025-Q2: 44.9K shares2025-Q3: 45.8K shares2025-Q4: 46.6K shares2026-Q1: 47.4K shares
$387.23(+76.23%)
2026-03-31
ABBV
ABBVIE INC
3.11%125.7K$27.3M
-0.35%(-442)
2025-Q1: 129.9K shares2025-Q2: 126.7K shares2025-Q3: 128.1K shares2025-Q4: 126.2K shares2026-Q1: 125.7K shares
$145.12(+43.68%)
2026-03-31
AAPL
APPLE INC
2.76%95.9K$24.3M
-2.20%(-2.15K)
2025-Q1: 107.0K shares2025-Q2: 104.4K shares2025-Q3: 100.1K shares2025-Q4: 98.0K shares2026-Q1: 95.9K shares
$137.56(+117.27%)
2026-03-31
CACI
CACI INTL INC
2.76%44.6K$24.3M
-0.76%(-343)
2025-Q1: 46.2K shares2025-Q2: 44.9K shares2025-Q3: 45.4K shares2025-Q4: 45.0K shares2026-Q1: 44.6K shares
$276.90(+81.97%)
2026-03-31
AVGO
BROADCOM INC
2.56%72.7K$22.5M
-1.63%(-1.21K)
2025-Q1: 98.7K shares2025-Q2: 92.8K shares2025-Q3: 87.0K shares2025-Q4: 73.9K shares2026-Q1: 72.7K shares
$49.64(+739.69%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.46%100.5K$21.6M
+1.11%(+1.11K)
2025-Q1: 95.7K shares2025-Q2: 98.3K shares2025-Q3: 97.0K shares2025-Q4: 99.4K shares2026-Q1: 100.5K shares
$157.17(+45.50%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.32%31.5K$20.5M
+0.75%(+235)
2025-Q1: 30.9K shares2025-Q2: 30.8K shares2025-Q3: 31.2K shares2025-Q4: 31.2K shares2026-Q1: 31.5K shares
$379.32(+95.70%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.07%41.7K$18.2M
+0.17%(+70)
2025-Q1: 38.4K shares2025-Q2: 39.6K shares2025-Q3: 40.4K shares2025-Q4: 41.6K shares2026-Q1: 41.7K shares
$46.29(+89.04%)
2026-03-31
ITOT
ISHARES TR
2.05%126.5K$18.0M
+0.59%(+748)
2025-Q1: 125.0K shares2025-Q2: 129.3K shares2025-Q3: 125.9K shares2025-Q4: 125.8K shares2026-Q1: 126.5K shares
$84.40(+91.93%)
2026-03-31
MSFT
MICROSOFT CORP
1.6%38.0K$14.1M
-4.96%(-1.98K)
2025-Q1: 41.4K shares2025-Q2: 40.4K shares2025-Q3: 40.8K shares2025-Q4: 40.0K shares2026-Q1: 38.0K shares
$252.22(+60.66%)
2026-03-31

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