FPA / Romick

Latest 13F portfolio for 2026-03-31. SEC filing 0001377581-26-000005

TickerIssuerWeightValue
ADI
032654105
ANALOG DEVICES INC7.68%$548.2M
GOOGL
02079K305
ALPHABET INC6.78%$484.1M
IFF
459506101
INTERNATIONAL FLAVORS&FRAGRA5.50%$392.5M
META
30303M102
META PLATFORMS INC5.45%$389.4M
GOOG
02079K107
ALPHABET INC5.36%$382.4M
C
172967424
CITIGROUP INC5.04%$360.1M
TEL
G87052109
TE CONNECTIVITY PLC4.83%$345.1M
BDX
075887109
BECTON DICKINSON & CO4.36%$311.4M
AMZN
023135106
AMAZON COM INC4.13%$295.0M
CMCSA
20030N101
COMCAST CORP NEW3.46%$246.7M
LBRDK
530307305
LIBERTY BROADBAND CORP3.27%$233.5M
AON
G0403H108
AON PLC3.18%$227.0M
FERG
31488V107
FERGUSON ENTERPRISES INC2.67%$190.6M
AMRZ
H2927K103
AMRIZE LTD2.47%$176.3M
NXPI
N6596X109
NXP SEMICONDUCTORS N V2.12%$151.4M
MTN
91879Q109
VAIL RESORTS INC2.11%$150.9M
FBIN
34964C106
FORTUNE BRANDS INNOVATIONS I2.07%$147.8M
SATS 3.875 11/30/30
278768AB2
ECHOSTAR CORP1.83%$130.6M
KMX
143130102
CARMAX INC1.74%$124.0M
NOV
62955J103
NOV INC1.67%$118.9M
BIO
090572207
BIO RAD LABS INC1.59%$113.6M
BAX
071813109
BAXTER INTL INC1.58%$112.6M
ICLR
G4705A100
ICON PLC1.54%$109.7M
TMO
883556102
THERMO FISHER SCIENTIFIC INC1.53%$109.1M
JEF
47233W109
JEFFERIES FINANCIAL GROUP IN1.50%$106.7M
LPLA
50212V100
LPL FINL HLDGS INC1.35%$96.5M
AJG
363576109
GALLAGHER ARTHUR J & CO1.18%$84.0M
DEI
25960P109
DOUGLAS EMMETT INC1.14%$81.4M
WAT
941848103
WATERS CORP1.12%$79.7M
MAR
571903202
MARRIOTT INTL INC NEW1.07%$76.1M
UBER
90353T100
UBER TECHNOLOGIES INC0.98%$69.8M
WFC
949746101
WELLS FARGO & CO0.97%$69.5M
WAB
929740108
WABTEC0.91%$65.2M
AVTR
05352A100
AVANTOR INC0.89%$63.4M
PYPL
70450Y103
PAYPAL HLDGS INC0.88%$62.9M
DELL
24703L202
DELL TECHNOLOGIES INC0.88%$62.9M
-
N20944109
CNH INDL N V0.74%$52.9M
KMI
49456B101
KINDER MORGAN INC DEL0.63%$44.7M
VNO
929042109
VORNADO RLTY TR0.61%$43.7M
VYX
62886E108
NCR VOYIX CORPORATION0.48%$34.2M
-
N5505D105
MAGNUM ICE CREAM CO NV0.47%$33.7M
PCG
69331C108
PG&E CORP0.29%$20.4M
AVGO
11135F101
BROADCOM INC0.27%$19.3M
MRSH
571748102
MARSH & MCLENNAN COS INC0.26%$18.9M
RUSHA
781846209
RUSH ENTERPRISES INC0.12%$8.5M
STGW
85256A109
STAGWELL INC0.11%$7.5M
TDW
88642R109
TIDEWATER INC NEW0.10%$6.9M
VBIL
922040845
VANGUARD INSTL INDEX FD0.10%$6.8M
GLD
78463V107
SPDR GOLD TR0.08%$6.0M
EQPT
29445S100
EQUIPMENTSHARE COM INC0.08%$5.8M
SATS
278768106
ECHOSTAR CORP0.08%$5.5M
SATS
278768106
ECHOSTAR CORP0.08%$5.5M
NATL
63001N106
NCR ATLEOS CORPORATION0.07%$4.8M
W 1 08/15/26
94419LAF8
WAYFAIR INC0.06%$4.6M
VT
922042742
VANGUARD INTL EQUITY INDEX F0.05%$3.7M
PDLB
732344106
PONCE FINANCIAL GROUP INC0.04%$3.0M
RSVR
76119X105
RESERVOIR MEDIA INC0.04%$3.0M
ALGT
01748X102
ALLEGIANT TRAVEL CO0.04%$2.8M
OEC
L72967109
ORION S.A.0.04%$2.7M
MRVI
56600D107
MARAVAI LIFESCIENCES HLDGS I0.04%$2.5M
PBFS
723561106
PIONEER BANCORP INC MD0.03%$2.3M
PARR
69888T207
PAR PAC HOLDINGS INC0.03%$2.0M
FNV
351858105
FRANCO NEV CORP0.02%$1.6M
NFLX
64110L106
NETFLIX INC.0.02%$1.6M
ASLE
00810F106
AERSALE CORPORATION0.02%$1.3M
CVX
166764100
CHEVRON CORPORATION0.02%$1.3M
SCCO
84265V105
SOUTHERN COPPER CORP0.02%$1.2M
ROST
778296103
ROSS STORES INC0.02%$1.1M
TSLA
88160R101
TESLA INC0.02%$1.1M
EMR
291011104
EMERSON ELEC CO0.02%$1.1M
DG
256677105
DOLLAR GEN CORP0.02%$1.1M
CSL
142339100
CARLISLE COS INC0.01%$878K
ORLY
67103H107
OREILLY AUTOMOTIVE INC0.01%$771K
NVST
29415F104
ENVISTA HOLDINGS CORPORATION0.01%$771K
DIS
254687106
DISNEY WALT CO0.01%$759K
HSIC
806407102
SCHEIN HENRY INC0.01%$731K
GWW
384802104
WW GRAINGER INC0.01%$730K
MCD
580135101
MCDONALDS CORP0.01%$666K
UPWK
91688F104
UPWORK INC0.01%$626K
CPAY
219948106
CORPAY INC0.01%$625K