1y return+23.2%S&P 500 +20.9%
3y return+57.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $182 against $209 in the S&P 500.2
Romano Brothers And CompanyS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $32.5M | 3.3% | |
| ABBVAbbvie Inc | $31.1M | 3.1% | −1.8% |
| AAPLApple Inc | $27.3M | 2.7% | −1.7% |
| AVGOBroadcom Inc | $26.4M | 2.7% | −3.8% |
| VIGVanguard Specialized Funds | $23.9M | 2.4% | |
| SPYState Str Spdr S&p 500 Etf T | $23.4M | 2.4% | |
| VUGVanguard Index Fds | $21.6M | 2.2% | |
| ITOTIshares Tr | $20.6M | 2.1% | −1.0% |
| CACICaci Intl Inc | $20.6M | 2.1% | |
| CSCOCisco Sys Inc | $17.3M | 1.7% | −1.0% |
| GOOGAlphabet Inc | $16.0M | 1.6% | −1.9% |
| CATCaterpillar Inc | $15.0M | 1.5% | −1.3% |
| MSFTMicrosoft Corp | $14.0M | 1.4% | −1.0% |
| VYMVanguard Whitehall Fds | $12.5M | 1.3% | −1.4% |
| GOOGLAlphabet Inc | $11.7M | 1.2% | −1.5% |
| AMATApplied Matls Inc | $11.6M | 1.2% | −19.7% |
| NVDANvidia Corporation | $11.5M | 1.2% | +5.7% |
| RTXRtx Corporation | $11.5M | 1.2% | |
| LRCXLam Research Corp | $11.5M | 1.2% | −8.8% |
| DELLDell Technologies Inc | $10.9M | 1.1% | −1.1% |
| DUKDuke Energy Corp New | $10.2M | 1.0% | −1.4% |
| FDXFedex Corp | $10.1M | 1.0% | |
| SNDKSandisk Corp | $9.8M | 1.0% | −24.2% |
| IBMInternational Business Machs | $9.5M | 1.0% | −2.0% |
| AMZNAmazon Com Inc | $9.3M | 0.9% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | September 30, 2022 | +1862.3% | $7.6M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2022 | +1712.9% | $7.5M |
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $11.5M |
| AMATApplied Matls Inc | September 30, 2022 | +782.5% | $11.6M |
| GLWCorning Inc | September 30, 2022 | +780.2% | $8.2M |
| AVGOBroadcom Inc | September 30, 2022 | +750.7% | $26.4M |
| CATCaterpillar Inc | September 30, 2022 | +549.0% | $15.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $11.5M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $11.7M |
| GOOGAlphabet Inc | September 30, 2022 | +267.5% | $16.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $5.3M
- IBDSIshares Tr was $997K
- CORCencora Inc was $212K
- PLTRPalantir Technologies Inc was $211K
- Bank America CorpCUSIP 060505682 was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.5% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Romano Brothers And Company Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=200648&type=13F-HR&dateb=&owner=include&count=40CIK 200648
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/200648/000175496026000598/Filed July 22, 2026 · accession 0001754960-26-000598