AiSiWhale

AI & tech investing

ROMANO BROTHERS AND COMPANY

CIK 200648

13F filing for Q2 2026・No. 2,593

Holdings
US$994.39M
Quarter change
+US$114.2M
Entries
331
Net bought (estimate)
−US$12.73M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 17
  • Sold out 5
  • Cut 161
  • Added 70
  • Corporate actions 2
  • Unchanged 83

Largest holdings

331 stocks worth US$994.39M, options and bonds left out.

StockThis quarterValueWeight
VOOVanguard S&P 500 ETFS&P 500 ETF SHSCutUS$32.53M3.27%
ABBVABBVIE INCCOMCutUS$31.07M3.12%
AAPLAppleCOMCutUS$27.28M2.74%
AVGOBroadcomCOMCutUS$26.42M2.66%
VANGUARD SPECIALIZED FUNDSDIV APP ETFAddedUS$23.9M2.40%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITCutUS$23.39M2.35%
VUGVANGUARD INDEX FDSGROWTH ETFAddedSplit 6:1US$21.61M2.17%
ISHARES TRCORE S&P TTL STKCutUS$20.57M2.07%
CACICACI INTL INCCL ACutUS$20.56M2.07%
CSCOCISCO SYS INCCOMCutUS$17.3M1.74%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.