Romano Brothers And Company Portfolio Stock Holdings

Romano Brothers And Company disclosed 331 stock positions valued at approximately $994.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ABBVIE INC, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.

Report Period
June 30, 2026
No. of Stocks
331
Portfolio Value
$994.4M
Holdings by Sector
Romano Brothers And Company Portfolio Holdings in Q2 2026

324 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther3.27%47,365-59-0.12%$32,530,858
ABBVIE INCABBVHealthcare3.12%123,458-2,268-1.80%$31,067,021
APPLE INCAAPLTechnology2.74%94,276-1,606-1.67%$27,279,559
BROADCOM INCAVGOTechnology2.66%69,933-2,782-3.83%$26,417,191
VANGUARD SPECIALIZED FUNDSVIGOther2.40%101,024+528+0.53%$23,904,240
STATE STR SPDR S&P 500 ETF TSPYOther2.35%31,327-125-0.40%$23,394,338
VANGUARD INDEX FDSVUGOther2.17%250,904+209,186+501.43%$21,612,872
ISHARES TRITOTOther2.07%125,216-1,310-1.04%$20,569,228
CACI INTL INCCACITechnology2.07%44,386-247-0.55%$20,562,258
CISCO SYS INCCSCOTechnology1.74%147,284-1,526-1.03%$17,299,979
ALPHABET INCGOOGCommunication Services1.61%45,201-874-1.90%$15,970,700
CATERPILLAR INCCATIndustrials1.50%14,045-190-1.33%$14,956,959
MICROSOFT CORPMSFTTechnology1.41%37,609-392-1.03%$14,028,915
VANGUARD WHITEHALL FDSVYMOther1.25%78,855-1,133-1.42%$12,461,517
ALPHABET INCGOOGLCommunication Services1.18%32,700-505-1.52%$11,685,999
APPLIED MATLS INCAMATTechnology1.17%16,099-3,948-19.69%$11,639,577
NVIDIA CORPORATIONNVDATechnology1.16%57,586+3,098+5.69%$11,522,383
RTX CORPORATIONRTXIndustrials1.16%60,704-440-0.72%$11,517,370
LAM RESEARCH CORPLRCXOther1.16%26,510-2,550-8.77%$11,487,578
DELL TECHNOLOGIES INCDELLTechnology1.10%25,279-279-1.09%$10,906,877
DUKE ENERGY CORP NEWDUKUtilities1.03%80,941-1,181-1.44%$10,245,537
FEDEX CORPFDXIndustrials1.01%32,180-289-0.89%$10,076,457
SANDISK CORPSNDKOther0.98%4,293-1,371-24.21%$9,761,123
INTERNATIONAL BUSINESS MACHSIBMTechnology0.95%33,685-699-2.03%$9,472,582
AMAZON COM INCAMZNConsumer Cyclical0.94%39,179+443+1.14%$9,337,923
VANGUARD INDEX FDSVTIOther0.94%25,191-876-3.36%$9,321,629
JPMORGAN CHASE & COJPMFinancial Services0.89%27,161+27+0.10%$8,890,758
JOHNSON & JOHNSONJNJHealthcare0.87%34,233-127-0.37%$8,694,100
BANK MONTREAL MEDIUMBMOFinancial Services0.87%49,163-400-0.81%$8,687,102
CORNING INCGLWTechnology0.83%32,170-4,437-12.12%$8,217,183
APPLIED INDL TECHNOLOGIES INAITIndustrials0.82%24,056-59-0.24%$8,134,499
OMEGA HEALTHCARE INVS INCOHIReal Estate0.80%165,999-3,401-2.01%$7,914,828
EATON CORP PLCETNOther0.77%17,930+13+0.07%$7,640,332
WESTERN DIGITAL CORPWDCTechnology0.76%11,895-3,506-22.76%$7,597,574
CITIGROUP INCCFinancial Services0.76%53,785-1,200-2.18%$7,527,749
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.75%7,758-5,430-41.17%$7,486,470
CVS HEALTH CORPCVSHealthcare0.74%70,720-392-0.55%$7,315,984
AMGEN INCAMGNHealthcare0.72%19,859-74-0.37%$7,191,203
DIGITAL RLTY TR INCDLRReal Estate0.70%38,836-392-1.00%$6,974,227
ISHARES TRIJROther0.70%46,796+90+0.19%$6,940,300
ELI LILLY & COLLYHealthcare0.68%5,634-215-3.68%$6,758,131
ADVANCED MICRO DEVICES INCAMDTechnology0.67%11,482-648-5.34%$6,670,009
ARES CAPITAL CORPARCCFinancial Services0.67%358,827-5,019-1.38%$6,649,070
ORACLE CORPORCLTechnology0.67%45,219+115+0.25%$6,626,844
AMERICAN ELEC PWR CO INCAEPUtilities0.63%45,905-237-0.51%$6,280,263
CUMMINS INCCMIIndustrials0.63%8,805-263-2.90%$6,279,974
UNITED PARCEL SVCS INCUPSIndustrials0.62%57,626-575-0.99%$6,194,795
ABBOTT LABORATORIESABTHealthcare0.59%64,966-905-1.37%$5,895,002
QUALCOMM INCQCOMTechnology0.59%31,579-322-1.01%$5,835,484
INVESCO EXCHANGE TRADED FD TRSPOther0.57%26,832-287-1.06%$5,709,081
MERCK & CO INCMRKHealthcare0.56%43,197-184-0.42%$5,550,830
ILLINOIS TOOL WKS INCITWIndustrials0.54%19,699-160-0.81%$5,327,989
MICRON TECHNOLOGY INCMUTechnology0.53%4,555-1,075-19.09%$5,257,791
CHECK POINT SOFTWARE TECH LTCHKPOther0.52%38,985-1,350-3.35%$5,123,799
WELLTOWER INCWELLReal Estate0.52%22,570-310-1.35%$5,122,713
ULTA BEAUTY INCULTAConsumer Cyclical0.51%11,205-135-1.19%$5,053,231
DEERE & CODEIndustrials0.50%7,911-5-0.06%$5,018,071
WASTE MGMT INC DELWMIndustrials0.50%22,510-750-3.22%$5,017,029
CHUBB LIMITEDCBFinancial Services0.50%14,670-556-3.65%$4,998,656
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.50%5,270-90-1.68%$4,929,927
VERIZON COMMUNICATIONS INCVZCommunication Services0.49%115,683-1,380-1.18%$4,898,016
WILLIAMS SONOMA INCWSMConsumer Cyclical0.48%20,600-1,985-8.79%$4,801,860
TEXAS INSTRS INCTXNTechnology0.48%15,979-142-0.88%$4,762,861
PEPSICO INCPEPConsumer Defensive0.47%34,725-307-0.88%$4,701,712
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.47%15,976-298-1.83%$4,683,844
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.47%16,104-261-1.59%$4,679,661
TRAVELERS COMPANIES INCTRVFinancial Services0.47%14,052-500-3.44%$4,638,846
EXPAND ENERGY CORPORATIONCHKEnergy0.46%50,559-500-0.98%$4,610,475
ASML HLDG NVASMLOther0.45%2,246-10-0.44%$4,468,282
ISHARES TRIVVOther0.45%5,937-297-4.76%$4,446,160
METLIFE INCMETFinancial Services0.43%50,208-1,100-2.14%$4,248,099
ENBRIDGE INCENBEnergy0.43%78,215-1,600-2.00%$4,240,024
FISERV INCFITechnology0.41%82,623-2,063-2.44%$4,052,658
ISHARES TRIBDVOther0.39%180,142+6,484+3.73%$3,927,100
STATE STR SPDR S&P MIDCAP 40MDYOther0.39%5,452-147-2.63%$3,834,610
LABCORP HOLDINGS INCLHHealthcare0.38%13,504-75-0.55%$3,781,120
SLB LIMITEDSLBEnergy0.37%80,024-2,333-2.83%$3,720,316
AT&T INCTCommunication Services0.37%179,309-2,014-1.11%$3,711,696
UBER TECHNOLOGIES INCUBERTechnology0.36%49,099+18,010+57.93%$3,542,984
GALLAGHER ARTHUR J & COAJGFinancial Services0.35%15,089-74-0.49%$3,463,942
WP CAREY INCWPCReal Estate0.34%47,885-950-1.95%$3,423,778
NEXTERA ENERGY INCNEEUtilities0.32%36,691-281-0.76%$3,220,369
DAVITA INCDVAHealthcare0.32%14,438-150-1.03%$3,212,166
PINNACLE WEST CAP CORPPNWUtilities0.31%29,225-500-1.68%$3,127,075
ICON PUB LTD COICLROther0.31%17,939-1,671-8.52%$3,116,184
ENTERGY CORP NEWETRUtilities0.31%26,904--$3,090,193
META PLATFORMS INCMETACommunication Services0.31%5,438+152+2.88%$3,063,171
SSGA ACTIVE ETF TRSRLNOther0.30%74,665-425-0.57%$3,008,253
PROCTER & GAMBLE COPGConsumer Defensive0.30%20,087-403-1.97%$2,945,629
MCDONALDS CORPMCDConsumer Cyclical0.29%10,704-452-4.05%$2,893,530
VISA INCVFinancial Services0.29%8,279-34-0.41%$2,840,442
BRISTOL-MYERS SQUIBB COBMYHealthcare0.27%46,486-17,814-27.70%$2,678,514
CARDINAL HEALTH INCCAHHealthcare0.27%11,212--$2,663,523
VANGUARD INDEX FDSVOOther0.26%32,242+24,202+301.02%$2,597,766
PAYPAL HLDGS INCPYPLFinancial Services0.26%60,155-460-0.76%$2,597,493
ADOBE INCADBETechnology0.26%12,452+3,680+41.95%$2,552,909
NORFOLK SOUTHN CORPNSCIndustrials0.26%8,076--$2,540,629
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.25%5,024+2+0.04%$2,513,959
STARBUCKS CORPSBUXConsumer Cyclical0.25%24,402-420-1.69%$2,493,640
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.25%5,207-46-0.88%$2,486,707