Institutions / Round Hill Asset Management

Round Hill Asset Management

CIK 1696438 · Institution · as of Dec 31, 2025
Portfolio value
$158.69M
Positions
63
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 63 →
CompanyClassValueShares% of portfolio
Amgen Inc$13.44M41,0558.5%
S&P Global Inc.$13.00M24,8688.2%
Walt Disney Co$9.31M81,8515.9%
NASDAQ, Inc.$8.59M88,3875.4%
Comcast Corp.$8.53M285,3365.4%
Merck & Co., Inc.$7.66M72,7394.8%
Synchrony Financial$6.32M75,7334.0%
Pfizer Inc$6.16M247,2643.9%
Novo-Nordisk A/S$4.97M97,6603.1%
Medtronic plc$4.74M49,3753.0%
Alphabet Inc.$4.40M14,0562.8%
Bristol Myers Squibb Co$3.95M73,1832.5%
Citigroup Inc$3.90M33,3952.5%
Concentrix Corp$3.63M87,3922.3%
AbbVie Inc.$3.54M15,4802.2%
Microsoft Corp$3.19M6,5942.0%
Beazer Homes USA Inc$3.10M152,7522.0%
AT&T Inc.$2.88M116,0111.8%
Polaris Inc.$2.86M45,2361.8%
Garmin Ltd$2.75M13,5541.7%
M/I Homes, Inc.$2.71M21,2121.7%
H&R Block Inc$2.38M54,6061.5%
First Savings Financial Group, Inc.FSFGCommon Stock$2.19M68,8211.4%
Kenvue Inc.$1.82M105,6051.1%
Flagstar Bank, National Association$1.78M141,3731.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.