Round Hill Asset Management 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
RH
Round Hill Asset Management
Institutional Filer 3.79%$152.7M62

Current Portfolio Holdings

Showing all 62 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AMGNAmgen Inc.Healthcare38K$13.4M8.75%
2SPGIS&P Global Inc.Financial Services25K$10.5M6.88%
3MRKMerck & Co., Inc.Healthcare72K$8.7M5.67%
4CMCSAComcast CorporationCommunication Services291K$8.3M5.47%
5DISThe Walt Disney CompanyCommunication Services82K$7.9M5.15%
6NDAQNasdaq, Inc.Financial Services88K$7.4M4.88%
7PFEPfizer Inc.Healthcare245K$6.9M4.50%
8SYFSynchrony FinancialFinancial Services75K$5.1M3.33%
9NVONovo Nordisk A/SHealthcare122K$4.5M2.93%
10BMYBristol-Myers Squibb CompanyHealthcare72K$4.4M2.88%
11MDTMedtronic plcHealthcare49K$4.2M2.75%
12CCitigroup Inc.Financial Services33K$3.8M2.47%
13CNXCConcentrix CorporationTechnology136K$3.7M2.43%
14GOOGLAlphabet Inc.Technology13K$3.6M2.38%
15ABBVAbbVie Inc.Healthcare15K$3.4M2.21%
Showing 1 to 15 of 62 holdings
Round Hill Asset Management 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner