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Aryn Sands

@Romano Brothers And Company

Latest period2024 - Q4ReportedManaged Assets$792.446MTotal holdings302
Assets growth rate-1.3%Assets growth rate (2-Q avg)4.95%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Romano Brothers And Company's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Romano Brothers And Company over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 792.446M in assets, with a quarterly growth rate of -1.3% and a 2-quarter average growth rate of 4.95%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDTMedtronic Plc
Recent Activity
Decreased -7.76%
0.37%
$2.913M
36,473 shares@ $79.88 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.97%
0.36%
$2.833M
39,511 shares@ $71.7 avg price
WPCWp Carey Inc
Recent Activity
Decreased -0.34%
0.35%
$2.77M
50,845 shares@ $54.49 avg price
CTSHCognizant Technology Solutio
Recent Activity
Decreased -0.09%
0.35%
$2.765M
35,953 shares@ $76.9 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.27%
0.34%
$2.691M
7,650 shares@ $351.8 avg price
PNWPinnacle West Cap Corp
Recent Activity
Decreased -1.96%
0.32%
$2.533M
29,875 shares@ $84.78 avg price
TGTTarget Corp
Recent Activity
Decreased -6.56%
0.31%
$2.422M
17,920 shares@ $135.19 avg price
CLXClorox Co Del
Recent Activity
Decreased -2.4%
0.3%
$2.32M
14,283 shares@ $162.41 avg price
DVADavita Inc
Recent Activity
Decreased -0.16%
0.29%
$2.277M
15,225 shares@ $149.56 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.76%
0.28%
$2.189M
20,352 shares@ $107.58 avg price