DOSSIER · 13F-HR · Q1 2026
R. W. Roge & Company, Inc.
R. W. Roge & Company's hedge fund based in New York, NY — $209,802 in tracked AUM across 66 positions as of Q1 2026.
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R. W. Roge & Company·New York, NY·Hedge Fund
CIK 0001800745 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: R. W. Roge & Company, Inc.
1. Portfolio Overview
The filing for R. W. Roge & Company, Inc. (CIK: 0001800745) reveals a significant structural shift and aggressive expansion in the reported quarter ending December 31, 2025. The total portfolio value surged by 311.0%, growing from $49.26K to $202.44K. This dramatic increase is attributable to a massive influx of new capital rather than merely asset appreciation, evidenced by the creation ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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