SEC 13F Intelligence

Managers / Q4 2025 · view latest →

ROMANO BROTHERS AND COMPANY

CIK 0000200648 · 1560 SHERMAN AVENUE, SUITE 1300, EVANSTON, IL, 60201 · 847-866-7700

Reported Value
$880M
Q4 2025
Positions
314
Filings on Record
16
2019–present window
Filed
Jan 14, 2026
original filing

Summary

Romano Brothers And Company reported $880M in U.S.-listed holdings across 314 positions for Q4 2025.

Its largest position, Vanguard Index Fds, represents 3.3% of the portfolio.

Compared with Q3 2025, the fund opened 6 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q3 ’22: $620MQ3 ’22Q4 ’22: $658.6BQ1 ’23: $648MQ1 ’23Q2 ’23: $671MQ3 ’23: $643MQ3 ’23Q4 ’23: $672MQ1 ’24: $730MQ1 ’24Q2 ’24: $722MQ3 ’24: $803MQ3 ’24Q4 ’24: $792MQ1 ’25: $773MQ1 ’25Q2 ’25: $809MQ3 ’25: $875MQ3 ’25Q4 ’25: $880MQ1 ’26: $880MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 69.5%ETP: 22.4%Other: 4.5%REIT: 2.7%ADR: 0.8%Other: 0.2%
  • Common Stock · 69.5% · $612M
  • ETP · 22.4% · $197M
  • Other · 4.5% · $39M
  • REIT · 2.7% · $24M
  • ADR · 0.8% · $7M
  • Other · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$880M319Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$880M314Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$875M319Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$809M308Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$773M301Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$792M302Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$803M310Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$722M300Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$730M305Apr 17, 202413F-HRchanges · EDGAR ↗
Q4 2023$672M302Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$643M299Oct 17, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2023$671M307Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$648M304Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$658.6B1,043Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$620M299Oct 18, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.