FPA / Romick

Latest 13F portfolio for 2026-06-30. SEC filing 0001377581-26-000007

TickerIssuerWeightValue
ADI
032654105
ANALOG DEVICES INC7.85%$634.9M
GOOGL
02079K305
ALPHABET INC6.22%$503.4M
GOOG
02079K107
ALPHABET INC5.82%$471.1M
IFF
459506101
INTERNATIONAL FLAVORS&FRAGRA5.34%$432.2M
C
172967424
CITIGROUP INC5.22%$422.2M
META
30303M102
META PLATFORMS INC4.73%$383.0M
AMZN
023135106
AMAZON COM INC4.01%$324.3M
BDX
075887109
BECTON DICKINSON & CO3.95%$319.4M
TEL
G87052109
TE CONNECTIVITY PLC3.87%$312.7M
AJG
363576109
GALLAGHER ARTHUR J & CO3.79%$306.8M
AON
G0403H108
AON PLC2.79%$226.0M
CMCSA
20030N101
COMCAST CORP NEW2.63%$213.0M
FBIN
34964C106
FORTUNE BRANDS INNOVATIONS I2.60%$210.0M
NXPI
N6596X109
NXP SEMICONDUCTORS N V2.39%$193.4M
FERG
31488V107
FERGUSON ENTERPRISES INC2.31%$186.7M
MTN
91879Q109
VAIL RESORTS INC2.20%$177.7M
AMRZ
H2927K103
AMRIZE LTD2.09%$169.4M
BAX
071813109
BAXTER INTL INC2.01%$162.4M
KMX
143130102
CARMAX INC1.97%$159.1M
LBRDK
530307305
LIBERTY BROADBAND CORP1.91%$154.4M
JEF
47233W109
JEFFERIES FINANCIAL GROUP IN1.67%$135.2M
TMO
883556102
THERMO FISHER SCIENTIFIC INC1.54%$124.5M
NOV
62955J103
NOV INC1.47%$118.6M
BIO
090572207
BIO RAD LABS INC1.46%$118.0M
SATS 3.875 11/30/30
278768AB2
ECHOSTAR CORP1.41%$114.2M
DHR
235851102
DANAHER CORP DEL1.33%$107.6M
ICLR
G4705A100
ICON PUB LTD CO1.30%$105.4M
DEI
25960P109
DOUGLAS EMMETT INC1.28%$103.2M
WAT
941848103
WATERS CORP1.24%$100.6M
PYPL
70450Y103
PAYPAL HLDGS INC1.14%$92.3M
LPLA
50212V100
LPL FINL HLDGS INC1.12%$90.5M
INTU
461202103
INTUIT1.07%$86.6M
SAP
803054204
SAP SE1.06%$85.6M
AVTR
05352A100
AVANTOR INC1.00%$81.1M
-
N20944109
CNH INDL N V0.99%$80.3M
UBER
90353T100
UBER TECHNOLOGIES INC0.87%$70.5M
VNO
929042109
VORNADO RLTY TR0.82%$66.2M
WFC
949746101
WELLS FARGO & CO0.80%$64.9M
GEHC
36266G107
GE HEALTHCARE TECHNOLOGIES I0.65%$53.0M
-
N5505D105
MAGNUM ICE CREAM CO NV0.64%$51.7M
WAB
929740108
WABTEC0.63%$51.0M
VYX
62886E108
NCR VOYIX CORPORATION0.55%$44.2M
AVGO
11135F101
BROADCOM INC0.29%$23.9M
MRSH
571748102
MARSH & MCLENNAN COS INC0.25%$20.2M
PCG
69331C108
PG&E CORP0.24%$19.7M
VBIL
922040845
VANGUARD INSTL INDEX FD0.24%$19.7M
RUSHA
781846209
RUSH ENTERPRISES INC0.12%$9.4M
STGW
85256A109
STAGWELL INC0.11%$8.9M
MAR
571903202
MARRIOTT INTL INC NEW0.08%$6.8M
FPAG
30254T577
INVESTMENT MANAGERS SER TR I0.07%$5.8M
EQPT
29445S100
EQUIPMENTSHARE COM INC0.07%$5.6M
MRVI
56600D107
MARAVAI LIFESCIENCES HLDGS I0.07%$5.5M
VT
922042742
VANGUARD INTL EQUITY INDEX F0.06%$5.2M
TDW
88642R109
TIDEWATER INC NEW0.06%$5.1M
W 1 08/15/26
94419LAF8
WAYFAIR INC0.06%$4.9M
SATS
278768106
ECHOSTAR CORP0.06%$4.8M
SATS
278768106
ECHOSTAR CORP0.06%$4.8M
ALGT
01748X102
ALLEGIANT TRAVEL CO0.05%$4.0M
FPAS
30254T478
INVESTMENT MANAGERS SER TR I0.04%$3.6M
PDLB
732344106
PONCE FINANCIAL GROUP INC0.04%$3.6M
RSVR
76119X105
RESERVOIR MEDIA INC0.04%$3.1M
PBFS
723561106
PIONEER BANCORP INC MD0.04%$2.9M
OEC
L72967109
ORION S.A.0.03%$2.8M
WLFC
970646105
WILLIS LEASE FIN CORP0.03%$2.6M
NATL
63001N106
NCR ATLEOS CORPORATION0.03%$2.2M
PARR
69888T207
PAR PAC HOLDINGS INC0.02%$1.3M
ASLE
00810F106
AERSALE CORPORATION0.02%$1.3M
SCCO
84265V105
SOUTHERN COPPER CORP0.02%$1.2M
NFLX
64110L106
NETFLIX INC.0.01%$1.2M
CSL
142339100
CARLISLE COS INC0.01%$955K
UPWK
91688F104
UPWORK INC0.01%$477K
BIDU
056752108
BAIDU INC0.00%$391K
UNIT
912932100
UNITI GROUP LLC0.00%$289K
HYBB
46435U473
ISHARES TR0.00%$174K
DEO
25243Q205
DIAGEO PLC0.00%$80