ROMANO BROTHERS AND COMPANY

All 13F Filings

Location
Evanston, IL
Most recent 13F
Q2 2026
Holdings value ($000)
994,393
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 331 994,393 13F-HR ROMANO BROTHERS AND COMPANY
Q1 2026 4/21/2026 319 880,195 13F-HR ROMANO BROTHERS AND COMPANY
Q4 2025 1/14/2026 314 879,950 13F-HR ROMANO BROTHERS AND COMPANY
Q3 2025 10/21/2025 319 874,934 13F-HR ROMANO BROTHERS AND COMPANY
Q2 2025 7/22/2025 308 808,810 13F-HR ROMANO BROTHERS AND COMPANY
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 778.3 K 78.3% 89.84 K 0 89.84 K
ETFs 206.8 K 20.8% 24.32 K 0 24.32 K
Debt 9.34 K 0.9% 48 0 48
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
994,393
Holdings
331
QoQ value change ($000)
114,198 (13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.