ROMANO BROTHERS AND COMPANY
•CIK: 200648•Filing: Q4 2025
**ROMANO BROTHERS AND COMPANY** manages $880M across a diversified portfolio of 314 positions. The fund exhibits significant concentration in major indices and technology leaders, with top holdings including VOO at $29.2M and ABBV at $28.8M. Notable allocations also feature AAPL ($26.7M), AVGO ($25.6M), and a substantial commitment to sector ETFs like VIG ($21.8M) and VUG ($20.3M). This positioning suggests a core focus on established market leaders and broad market exposure.
Total AUM
$880.0M
QoQ Performance
+0.6%
Positions
267
Top 10 Concentration
28.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO3.3%
ABBV3.3%
AAPL3.0%
AVGO2.9%
CA8A2.7%
VIG2.5%
SPY2.4%
VUG2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.6%
Technology19.4%
Healthcare9.7%
ETF6.6%
Industrial5.7%
Financial3.7%
Consumer3.3%
Utilities1.7%
🚪 Exited Positionssold since Q3 2025
+114 more exited positions
Changes from Q3 2025
↑50 increased
↓141 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023