Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ROMAN BUTLER FULLERTON & CO (CIK 733444) reported $363.6M across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($20.8M, 5.71%), AAPL ($15.7M, 4.33%), MSFT ($12.1M, 3.34%), AMZN ($11.5M, 3.16%), GOOG ($10.6M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $20.8M | 5.71% | 114,008 | Added |
| 2 | AAPL | APPLE INC | $15.7M | 4.33% | 60,798 | Added |
| 3 | MSFT | MICROSOFT CORP | $12.1M | 3.34% | 32,412 | Added |
| 4 | AMZN | AMAZON COM INC | $11.5M | 3.16% | 52,018 | Trimmed |
| 5 | GOOG | ALPHABET INC | $10.6M | 2.91% | 33,611 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 2.52% | 13,582 | Trimmed |
| 7 | WMT | WALMART INC | $8.5M | 2.33% | 66,551 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $7.3M | 2.00% | 14,321 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 1.96% | 32,104 | Added |
| 10 | LLY | ELI LILLY & CO | $7.0M | 1.92% | 7,341 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $5.5M | 1.50% | 11,934 | Trimmed |
| 12 | SCHD | SCHWAB STRATEGIC TR | $5.3M | 1.45% | 171,176 | Added |
| 13 | CI | THE CIGNA GROUP | $4.7M | 1.28% | 16,773 | Added |
| 14 | NOBL | PROSHARES TR | $4.3M | 1.19% | 40,043 | Trimmed |
| 15 | EOI | EATON VANCE ENHANCED EQUITY | $4.3M | 1.19% | 220,865 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.19% | 9,053 | Trimmed |
| 17 | CAT | CATERPILLAR INC | $4.1M | 1.14% | 5,363 | Added |
| 18 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.10% | 42,430 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $3.6M | 0.99% | 11,663 | Trimmed |
| 20 | META | META PLATFORMS INC | $3.5M | 0.97% | 5,741 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $3.5M | 0.97% | 3,439 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $3.2M | 0.87% | 21,819 | Trimmed |
| 23 | HD | HOME DEPOT INC | $3.1M | 0.84% | 9,090 | Added |
| 24 | GOOGL | ALPHABET INC | $2.9M | 0.80% | 9,178 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 0.79% | 14,590 | Added |
Source: SEC Form 13F filings · as of 2026-03-31