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CIK: 0000200648
Total reported value
$994.4M
$994.4M
314 檔
13.5%
As reported in its official Q4 2025 Form 13F filing, Romano Brothers And Company's tracked investment portfolio stood at $994.4M with 314 total positions.
In Q4 2025, Romano Brothers And Company adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.05% | +1.75% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 3.28% | +0.01% | -1.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.03% | -0.02% | -2.02% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.91% | +0.10% | -15.00% | |
| 5 | CACI | Caci International Inc -cl A | Stock-Tech | 2.72% | -0.69% | -0.89% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.48% | -0.06% | +2.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | +0.03% | +0.21% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.31% | +0.10% | +3.18% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.19% | -1.94% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.13% | +0.02% | -0.12% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | +0.11% | -2.12% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.43% | -2.25% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.29% | -0.10% | +0.49% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.29% | -0.18% | -2.27% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.08% | -2.33% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.10% | -0.06% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | — | -0.14% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.08% | -0.19% | -0.78% | |
| 19 | FDX | Fedex CORP | Stock-Industrials | 1.07% | -0.30% | -2.00% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.02% | -0.91% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.02% | -1.54% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.08% | -0.49% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.01% | +0.71% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | -0.18% | -1.28% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.93% | +0.35% | -12.96% | |
| 26 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.85% | -0.04% | -0.84% | |
| 27 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.85% | -0.13% | -0.14% | |
| 28 | ARCC | Ares Capital CORP | Stock-Financials | 0.84% | -0.07% | +2.68% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.08% | -1.14% | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.78% | -0.16% | -6.85% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.08% | -0.77% | |
| 32 | BMO | Bank Of Montreal | Stock-Financials | 0.74% | +0.11% | -0.14% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.74% | +0.05% | -0.75% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.07% | -2.60% | |
| 35 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.70% | +0.09% | -7.21% | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.69% | -0.10% | -0.23% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.04% | -2.02% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | -0.03% | -1.83% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.65% | +0.04% | +7.39% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.12% | -1.11% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.65% | +0.16% | -3.22% | |
| 42 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.63% | +0.16% | -2.53% | |
| 43 | EXE | Expand Energy CORP | Stock-Energy | 0.62% | -0.18% | +90.91% | |
| 44 | AEP | American Electric Power | Stock-Utilities | 0.61% | -0.06% | -0.59% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.39% | -2.64% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.11% | +2.82% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.15% | -0.80% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.57% | +0.45% | -0.31% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.02% | +33.60% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.56% | -0.05% | -2.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | -2.12% | Trim |
| 2 | EXE | Expand Energy CORP | +0.3% | +90.91% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.06% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.2% | -2.60% | Trim |
| 5 | FDX | Fedex CORP | +0.2% | -2.00% | Trim |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +704.04% | Add |
| 7 | ADBE | Adobe Inc | +0.2% | +243.53% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +33.60% | Add |
| 9 | CACI | Caci International Inc -cl A | +0.1% | -0.89% | Trim |
| 10 | AAPL | Apple Inc | +0.1% | -2.02% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | -0.31% | Trim |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +44.89% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.75% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -2.25% | Trim |
| 15 | AMAT | Applied Materials Inc | +0.1% | -2.64% | Trim |
| 16 | DELL | Dell Technologies -c | +0.1% | +76.00% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +3.18% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.78% | Trim |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.48% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | -0.77% | Trim |
| 21 | UPS | United Parcel Service-cl B | +0.1% | -1.83% | Trim |
| 22 | C | Citigroup Inc | +0.1% | -0.75% | Trim |
| 23 | RTX | Rtx CORP | +0.1% | -2.27% | Trim |
| 24 | NICE | Nice LTD - Spon Adr | +0.1% | +133.92% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | -2.53% | Trim |
| 26 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +124.10% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.14% | Trim |
| 28 | MU | Micron Technology Inc | +0.1% | -0.44% | Trim |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +78.29% | Add |
| 30 | SNDK | Sandisk CORP | +0.1% | -8.71% | Trim |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +189.80% | Add |
| 32 | AMD | Advanced Micro Devices | +0.1% | -3.35% | Trim |
| 33 | PYPL | Paypal Holdings Inc | -0.1% | -1.58% | Trim |
| 34 | DUK | Duke Energy CORP | -0.1% | -0.78% | Trim |
| 35 | AIT | Applied Industrial Tech Inc | -0.1% | -7.21% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | -2.36% | Trim |
| 37 | T | At&t Inc | -0.1% | -1.17% | Trim |
| 38 | ICLR | ICON Public Limited Company | -0.1% | -17.61% | Trim |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -1.43% | Trim |
| 40 | DLR | Digital Realty Trust Inc | -0.1% | -0.23% | Trim |
| 41 | ABT | Abbott Laboratories | -0.1% | -1.28% | Trim |
| 42 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -0.14% | Trim |
| 43 | GPC | Genuine Parts Co | -0.1% | -22.27% | Trim |
| 44 | GPN | Global Payments Inc | -0.1% | -16.37% | Trim |
| 45 | ABBV | Abbvie Inc | -0.1% | -1.53% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -1.94% | Trim |
| 47 | AVGO | Broadcom Inc | -0.4% | -15.00% | Trim |
| 48 | ORCL | Oracle CORP | -0.4% | -0.49% | Trim |
| 49 | FISV | Fiserv Inc | -0.5% | -5.44% | Trim |
| 50 | GNRC | Generac Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Romano Brothers And Company reported a total U.S. public equity portfolio value of $994.4M across 314 disclosed positions in Q4 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 VOO, ABBV, AAPL) accounted for 13.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
GNRC
前期市值: $1.4M
During Q4 2025, Romano Brothers And Company's top holdings by market value included VOO (3.3%)、ABBV (3.3%)、AAPL (3.0%). The largest single position, VOO, represented 3.3% of total portfolio value.
In Q4 2025, Romano Brothers And Company made 50 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 36 holdings, and fully liquidating 1 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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