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CIK: 0000200648
Total reported value
$994.4M
$994.4M
308 檔
11.8%
As reported in its official Q2 2025 Form 13F filing, Romano Brothers And Company's tracked investment portfolio stood at $994.4M with 308 total positions.
In Q2 2025, Romano Brothers And Company adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 3.16% | +0.10% | -5.97% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +0.05% | +1.02% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 2.91% | +0.01% | -2.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.65% | -0.02% | -2.43% | |
| 5 | CACI | Caci International Inc -cl A | Stock-Tech | 2.65% | -0.69% | -2.77% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.49% | -0.06% | +2.69% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.19% | -2.42% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | +0.03% | -0.31% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.16% | +0.02% | +3.49% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.15% | +0.10% | +2.99% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 1.43% | -0.13% | -8.27% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.08% | -2.96% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | -0.10% | -1.12% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | +0.43% | -0.40% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | — | -5.57% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.08% | -2.86% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.14% | -0.19% | -1.79% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.13% | -0.18% | -0.70% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.02% | +0.24% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.12% | -0.18% | -2.86% | |
| 21 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.07% | -0.13% | -2.99% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.11% | +0.59% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.02% | -0.60% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.01% | +0.30% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 0.93% | -0.30% | -5.31% | |
| 26 | ARCC | Ares Capital CORP | Stock-Financials | 0.93% | -0.07% | -3.58% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.86% | -0.10% | -0.70% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.35% | -1.21% | |
| 29 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.76% | -0.04% | +0.01% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | +0.04% | +1.36% | |
| 31 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.75% | +0.09% | -1.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.10% | -0.32% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | -0.03% | -2.74% | |
| 34 | BMO | Bank Of Montreal | Stock-Financials | 0.70% | +0.11% | -0.87% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.08% | +0.08% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.60% | EXIT | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.04% | -4.46% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.11% | -0.71% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | -2.26% | |
| 40 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.67% | -0.16% | -3.09% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.12% | -5.38% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.11% | +3.98% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.23% | -4.94% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.18% | -2.81% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.63% | -0.05% | -0.77% | |
| 46 | CVS | Cvs Health CORP | Stock-Healthcare | 0.63% | +0.16% | -2.52% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.62% | -0.02% | -1.65% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.07% | -0.30% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.15% | -3.11% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.57% | -0.07% | -5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -5.97% | Trim |
| 2 | MSFT | Microsoft CORP | +0.5% | -2.42% | Trim |
| 3 | CACI | Caci International Inc -cl A | +0.5% | -2.77% | Trim |
| 4 | ORCL | Oracle CORP | +0.4% | -2.96% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +2.99% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | -2.86% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.02% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +3.49% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | +1.36% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.31% | Trim |
| 11 | DLR | Digital Realty Trust Inc | +0.1% | -0.70% | Trim |
| 12 | STX | Seagate Technology Holdings plc | +0.1% | -10.05% | Trim |
| 13 | ASML | ASML Holding N.V. | +0.1% | +279.04% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.24% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.60% | Trim |
| 16 | ULTA | Ulta Beauty Inc | +0.1% | -3.09% | Trim |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.69% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.40% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | -1.21% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.1% | -5.57% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +0.59% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +7.39% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 24 | COF | Capital One Financial CORP | +0.1% | +127.19% | Add |
| 25 | BMO | Bank Of Montreal | +0.1% | -0.87% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.32% | Trim |
| 27 | AMAT | Applied Materials Inc | +0.1% | -1.09% | Trim |
| 28 | TT | Trane Technologies plc | +0.1% | +1.84% | Add |
| 29 | NOW | Servicenow Inc | +0.1% | +0.71% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.30% | Add |
| 31 | LHX | L3harris Technologies Inc | +0.1% | -3.13% | Trim |
| 32 | NFLX | Netflix Inc | +0.1% | -7.62% | Trim |
| 33 | RTX | Rtx CORP | 0% | -2.86% | Trim |
| 34 | SEM | Select Medical Holdings CORP | -0.1% | -52.23% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -8.95% | Trim |
| 36 | CB | Chubb Limited | -0.1% | -9.16% | Trim |
| 37 | BDX | Becton Dickinson And Co | -0.1% | -0.53% | Trim |
| 38 | GPN | Global Payments Inc | -0.1% | +4.76% | Add |
| 39 | AMGN | Amgen Inc | -0.1% | +0.08% | Add |
| 40 | JNJ | Johnson & Johnson | -0.1% | -2.26% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -2.74% | Trim |
| 42 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -2.99% | Trim |
| 43 | PEP | Pepsico Inc | -0.1% | -3.11% | Trim |
| 44 | ICLR | ICON Public Limited Company | -0.1% | -8.72% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | -0.2% | -2.48% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -36.98% | Trim |
| 47 | FDX | Fedex CORP | -0.2% | -5.31% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -2.43% | Trim |
| 49 | ABBV | Abbvie Inc | -0.6% | -2.45% | Trim |
| 50 | FISV | Fiserv Inc | -0.7% | -8.27% | Trim |
According to official SEC Form 13F filings, Romano Brothers And Company reported a total U.S. public equity portfolio value of $994.4M across 308 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, VOO, ABBV) accounted for 11.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
ABBV
前期市值: $27.2M
During Q2 2025, Romano Brothers And Company's top holdings by market value included AVGO (3.2%)、VOO (3.1%)、ABBV (2.9%). The largest single position, AVGO, represented 3.2% of total portfolio value.
In Q2 2025, Romano Brothers And Company made 49 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 34 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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