Romano Brothers And Company Portfolio Holdings

Romano Brothers And Company

  • $789 Million
  • Q2 2025

Romano Brothers And Company has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $789 Million distributed in 308 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $25.6M, Vanguard Index Fds S&P 500 ETF with a value of $25.5M, Abb Vie Inc. with a value of $23.5M, Apple Inc. with a value of $21.4M, and Microsoft Corp with a value of $20.1M.

Examining the 13F form we can see an increase of $32.1M in the current position value, from $757M to 789M.

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 $789 Million
Technology: $185 Million
ETFs: $167 Million
Industrials: $101 Million
Healthcare: $87.9 Million
Financial Services: $69.3 Million
Consumer Cyclical: $39.9 Million
Communication Services: $31.1 Million
Consumer Defensive: $28.7 Million
Other: $78.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$320B
$809,000 0.1% of portfolio
2,596
Q2 2025 Reduced 36.97%
$8B
$767,000 0.1% of portfolio
14,803
Q2 2025 Reduced 2.99%
$21B
$777,000 0.1% of portfolio
8,529
Q2 2025 Reduced 4.96%
$37.3B
$700,000 0.09% of portfolio
7,074
Q2 2025 Reduced 1.19%
$36.9B
$683,000 0.09% of portfolio
11,868
Q2 2025 Added 6.74%
$27B
$691,000 0.09% of portfolio
5,450
Q1 2024 Added 11.18%
$271B
$695,000 0.09% of portfolio
982
Q2 2025 Reduced 0.41%
$174B
$704,000 0.09% of portfolio
5,715
Q1 2025 New
$0
$674,000 0.09% of portfolio
87,645
Q1 2025 Added 522.7%
$1.34T
$666,000 0.08% of portfolio
2,099
Q2 2025 Added 2.99%
$185B
$625,000 0.08% of portfolio
1,542
Q2 2025 Added 11.98%
$0
$600,000 0.08% of portfolio
25,200
Q2 2025 Added 46.51%
$117B
$663,000 0.08% of portfolio
11,312
Q2 2025 Reduced 0.14%
$69.8B
$609,000 0.08% of portfolio
19,664
Q2 2025 Added 0.24%
$68.8B
$638,000 0.08% of portfolio
4,096
Q1 2025 Added 4.73%
$10.2B
$636,000 0.08% of portfolio
33,579
Q2 2025 Reduced 0.63%
$54.1B
$580,000 0.07% of portfolio
32,002
Q4 2024 Reduced 1.48%
$1.54B
$537,000 0.07% of portfolio
35,400
Q2 2025 Reduced 52.23%
$25.4B
$572,000 0.07% of portfolio
4,425
Q4 2023 New
$41.8B
$560,000 0.07% of portfolio
7,398
Q2 2025 Reduced 8.63%
$95.7B
$537,000 0.07% of portfolio
1,055
Q2 2025 Reduced 2.31%
$63.1B
$591,000 0.07% of portfolio
4,399
Q1 2025 Reduced 7.37%
$19.4B
$434,000 0.06% of portfolio
5,920
Q4 2024 Reduced 11.8%
$258B
$461,000 0.06% of portfolio
6,550
Q2 2025 Reduced 2.96%
$29.2B
$484,000 0.06% of portfolio
9,353
Q1 2025 Added 3.6%
$20.1B
$447,000 0.06% of portfolio
7,975
Q1 2025 Reduced 2.45%
$130B
$450,000 0.06% of portfolio
3,009
Q2 2025 Reduced 4.05%
$25.6B
$441,000 0.06% of portfolio
2,024
Q1 2025 Added 8.0%
$11.7B
$500,000 0.06% of portfolio
16,541
Q2 2025 Reduced 6.24%
$39.4B
$485,000 0.06% of portfolio
7,124
Q2 2025 Added 5.35%
$46.5B
$482,000 0.06% of portfolio
6,172
Q4 2024 Reduced 0.8%
$143B
$463,000 0.06% of portfolio
1,172
Q2 2025 Reduced 3.3%
$86.1B
$508,000 0.06% of portfolio
7,547
Q2 2025 Reduced 3.49%
$20.2B
$491,000 0.06% of portfolio
6,185
Q2 2025 Reduced 4.63%
$153B
$474,000 0.06% of portfolio
874
Q2 2025 New
$31.9B
$449,000 0.06% of portfolio
5,406
Q2 2025 Added 1.65%
$50.4B
$457,000 0.06% of portfolio
440
Q4 2024 Reduced 12.0%
$47.7B
$437,000 0.06% of portfolio
3,006
Q2 2025 Reduced 4.24%
$77B
$401,000 0.05% of portfolio
2,157
Q1 2025 Reduced 17.26%
$140B
$396,000 0.05% of portfolio
2,006
Q1 2025 Reduced 4.75%
$94.9B
$393,000 0.05% of portfolio
563
Q2 2025 Reduced 7.7%
$12B
$368,000 0.05% of portfolio
4,948
Q4 2024 Reduced 5.72%
$24.1B
$372,000 0.05% of portfolio
2,033
Q4 2023 New
$74.4B
$402,000 0.05% of portfolio
1,036
Q2 2025 Reduced 51.04%
$91.1B
$412,000 0.05% of portfolio
5,811
Q1 2025 Reduced 0.17%
$412B
$406,000 0.05% of portfolio
8,599
Q2 2025 Reduced 9.56%
$167B
$362,000 0.05% of portfolio
3,974
Q4 2024 Added 1.51%
$73.7B
$404,000 0.05% of portfolio
8,945
Q2 2025 Reduced 0.51%
$26.2B
$332,000 0.04% of portfolio
2,510
Q3 2024 Reduced 4.92%

Summary

  • Portfolio
  • No. of Stocks 308
  • Current Value $789 Million
  • Prior Value $757 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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