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.
ROMANO BROTHERS AND COMPANY (CIK 200648) reported $880.2M across 319 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($28.3M, 3.22%), ABBV ($27.3M, 3.11%), CACI ($24.3M, 2.76%), AAPL ($24.3M, 2.76%), AVGO ($22.5M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $28.3M | 3.22% | 47,424 | Added |
| 2 | ABBV | ABBVIE INC | $27.3M | 3.11% | 125,726 | Trimmed |
| 3 | CACI | CACI INTL INC | $24.3M | 2.76% | 44,633 | Trimmed |
| 4 | AAPL | APPLE INC | $24.3M | 2.76% | 95,882 | Trimmed |
| 5 | AVGO | BROADCOM INC | $22.5M | 2.56% | 72,715 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $21.6M | 2.46% | 100,496 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $20.5M | 2.32% | 31,452 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $18.2M | 2.07% | 41,718 | Added |
| 9 | ITOT | ISHARES TR | $18.0M | 2.05% | 126,526 | Added |
| 10 | MSFT | MICROSOFT CORP | $14.1M | 1.60% | 38,001 | Trimmed |
| 11 | GOOG | ALPHABET INC | $13.2M | 1.50% | 46,075 | Trimmed |
| 12 | VYM | VANGUARD WHITEHALL FDS | $11.8M | 1.35% | 79,988 | Added |
| 13 | RTX | RTX CORPORATION | $11.8M | 1.34% | 61,144 | Trimmed |
| 14 | FDX | FEDEX CORP | $11.6M | 1.31% | 32,469 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $11.5M | 1.31% | 148,810 | Trimmed |
| 16 | DUK | DUKE ENERGY CORP NEW | $10.8M | 1.22% | 82,122 | Added |
| 17 | CAT | CATERPILLAR INC | $10.1M | 1.15% | 14,235 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $9.5M | 1.08% | 54,488 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $9.5M | 1.08% | 33,205 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $8.4M | 0.95% | 26,067 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $8.4M | 0.95% | 34,360 | Trimmed |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $8.3M | 0.95% | 34,384 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $8.1M | 0.92% | 38,736 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $8.0M | 0.91% | 27,134 | Trimmed |
| 25 | OHI | OMEGA HEALTHCARE INVS INC | $7.4M | 0.84% | 169,400 | Added |
Source: SEC Form 13F filings · as of 2026-03-31