Romano Brothers And Company has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $757 Million distributed in 301 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $27.2M, Apple Inc. with a value of $23.8M, Vanguard Index Fds S&P 500 ETF with a value of $22.7M, Caci International Inc with a value of $19.8M, and Vanguard Dividend Appreciation with a value of $17.4M.

Examining the 13F form we can see an decrease of $19.5M in the current position value, from $776M to 757M.

Romano Brothers And Company is based out at Evanston, IL

Below you can find more details about Romano Brothers And Company portfolio as well as his latest detailed transactions.

Portfolio value $757 Million
Technology: $161 Million
ETFs: $152 Million
Healthcare: $99.3 Million
Industrials: $96.3 Million
Financial Services: $68 Million
Consumer Cyclical: $38.1 Million
Consumer Defensive: $30.9 Million
Communication Services: $28.4 Million
Other: $82.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 301
  • Current Value $757 Million
  • Prior Value $776 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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