DOSSIER · 13F-HR · Q2 2026

ROMANO BROTHERS AND COMPANY

$994M in tracked AUM across 331 positions as of Q2 2026.

RB
CIK 0000200648 · last filed Jun 30, 2026
Total AUM
$994M
as of Q2 2026
Holdings
331
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ROMANO BROTHERS AND COMPANY filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$33M47K3.3%
02
ABBV
ABBVIE INC
$31M123K3.1%
03
AAPL
APPLE INC
$27M94K2.7%
04
AVGO
BROADCOM INC
$26M70K2.7%
05
VIG
VANGUARD SPECIALIZED FUNDS
$24M101K2.4%
06
SPY
STATE STR SPDR S&P 500 ETF T
$23M31K2.4%
07
VUG
VANGUARD INDEX FDS
$22M251K2.2%
08
ITOT
ISHARES TR
$21M125K2.1%
09
CACI
CACI INTL INC
$21M44K2.1%
10
CSCO
CISCO SYS INC
$17M147K1.7%

Filing history

2026Q2Jun 30
$994M 13.0%
331 positionsView →
2026Q1Mar 31
$880M 0.0%
319 positionsView →
2025Q4Dec 31
$880M 0.6%
314 positionsView →
2025Q3Sep 30
$875M 8.2%
319 positionsView →
2025Q2Jun 30
$809M 4.6%
308 positionsLocked
2025Q1Mar 31
$773M 2.4%
301 positionsLocked
2024Q4Dec 31
$792M 1.3%
302 positionsLocked
2024Q3Sep 30
$803M 11.2%
310 positionsLocked
2024Q2Jun 30
$722M 1.1%
300 positionsLocked
2024Q1Mar 31
$730M 8.7%
305 positionsLocked
2023Q4Dec 31
$672M 4.5%
302 positionsLocked
2023Q3Sep 30
$643M 4.2%
299 positionsLocked
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