Romano Brothers And Company has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $788 Million distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $26.1M, Apple Inc. with a value of $25.6M, Vanguard Index Fds S&P 500 ETF with a value of $22.8M, Caci International Inc with a value of $20.4M, and Microsoft Corp with a value of $18.1M.

Examining the 13F form we can see an increase of $72M in the current position value, from $716M to 788M.

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 $788 Million
Technology: $170 Million
ETFs: $152 Million
Industrials: $108 Million
Healthcare: $104 Million
Financial Services: $65.7 Million
Consumer Cyclical: $41.5 Million
Consumer Defensive: $31 Million
Utilities: $29.1 Million
Other: $87.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $788 Million
  • Prior Value $716 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
Track This Portfolio

Track Romano Brothers And Company Portfolio

Follow Romano Brothers And Company and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Romano Brothers And Company, based on Form 13F filings with the SEC.

News

Stay updated on Romano Brothers And Company with notifications on news.