Fund Holdings — Round Hill Asset Management

Total Portfolio Value
$152.67M
Total Bought
$8.56M
Total Sold
$18.77M
Net Transaction
-$10.21M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FIRST MERCHANTS CORP(FRME)058,496+58,49602,2661.48%+2,266
ZIMMER BIOMET HOLDINGS INC(ZBH)16,84937,172+20,3231,5153,3612.20%+1,846
JEFFERIES FINANCIAL GROUP IN(JEF)025,908+25,90801,0690.70%+1,069
MERCK & CO. INC.(MRK)72,73972,015-7247,6578,6635.67%+1,006
KRAFT HEINZ CO(KHC)70,546114,955+44,4091,7112,5851.69%+875
FIRST FINANCIAL BANCORP(FFBC)027,556+27,55607680.50%+768
PFIZER INC(PFE)247,264244,914-2,3506,1576,8774.50%+720
BRISTOL-MYERS SQUIBB CO(BMY)73,18372,431-7523,9474,3932.88%+445
AT&T INC(T)116,011114,207-1,8042,8823,3112.17%+429
VERSANT MEDIA GROUP INC(VSNT)011,316+11,31604190.27%+419
GARMIN LTD(GRMN)13,55413,514-402,7493,1352.05%+386
KENVUE INC(KVUE)105,605123,236+17,6311,8222,1251.39%+303
DELUXE CORP(DLX)46,29245,808-4841,0341,2620.83%+228
CONCENTRIX CORP(CNXC)87,392135,501+48,1093,6343,7072.43%+74
FLAGSTAR BANK NA(FLG)141,373140,670-7031,7801,8531.21%+73
NOVARTIS AG(NVS)3,3923,39204685180.34%+50
CHARTER COMMUNICATIONS INC(CHTR)8,2978,244-531,7321,7801.17%+48
SERVICE CORP INTERNATIONAL(SCI)10,10510,10507888340.55%+46
VIATRIS INC(VTRS)16,48016,330-1502052210.14%+15
LAKE SHORE BANCORP INC(LSBK)15,71515,71502302390.16%+8
BLUE FOUNDRY BANCORP
COM
24,68323,758-9253073150.21%+8
CME GROUP INC(CME)1,1811,104-773233260.21%+4
HOYNE BANCORP INC(HYNE)31,97531,555-4204634570.30%-7
BEAZER HOMES USA INC(BZH)152,752160,340+7,5883,0963,0852.02%-11
INTERDIGITAL INC(IDCC)1,0581,05803373200.21%-17
GYRODYNE LLC(GYRO)12,18911,989-200110890.06%-21
JM SMUCKER CO(SJM)12,92512,884-411,2641,2430.81%-22
MERCANTILE BANK CORP(MBWM)18,23816,925-1,3138778550.56%-23
WILLIAMS-SONOMA INC(WSM)7,1476,832-3151,2761,2460.82%-31
BANK OF AMERICA CORP5,0194,974-452762420.16%-34
APPLE INC(AAPL)1,7721,747-254824430.29%-38
BERKSHIRE HATHAWAY INC717670-473603210.21%-39
INNOSPEC INC(IOSP)11,97411,97409168740.57%-42
TRICO BANCSHARES(TCBK)6,5445,412-1,1323102570.17%-53
HOMETRUST BANCSHARES INC(HTB)25,59624,044-1,5521,0991,0250.67%-74
INTERCONTINENTAL EXCHANGE IN(ICE)8,1927,952-2401,3271,2510.82%-76
ATKORE INC14,23213,967-2659008230.54%-77
AMGEN INC(AMGN)41,05537,960-3,09513,43813,3568.75%-81
PATTERSON-UTI ENERGY INC(PTEN)14,1340-14,134860—-86
MASTERCARD INC(MA)1,4701,47008397350.48%-105
META PLATFORMS INC(META)1,2311,229-28137030.46%-109
BAUSCH HEALTH COS INC73,68773,035-6525113940.26%-118
CITIGROUP INC(C)33,39533,293-1023,8973,7762.47%-121
M/I HOMES INC(MHO)21,21221,052-1602,7142,5781.69%-136
ABBVIE INC(ABBV)15,48015,48003,5373,3672.21%-170
VISA INC(V)3,6313,63101,2731,0970.72%-176
COMCAST CORP(CCZ)285,336290,630+5,2948,5298,3445.47%-185
RIMINI STREET INC(RMNI)348,798344,403-4,3951,3531,1300.74%-224
WHIRLPOOL CORP(WHR)12,42612,301-1258966630.43%-233
MOODY'S CORP(MCO)3,1493,14901,6091,3740.90%-235
H&R BLOCK INC54,60666,901+12,2952,3802,1231.39%-256
WELLS FARGO & CO(WFC)14,69013,928-7621,3691,1090.73%-260
NATURES SUNSHINE PRODS INC(NATR)14,4660-14,4663120—-312
POLARIS INC(PII)45,23645,181-552,8612,4621.61%-399
ANHEUSER-BUSCH INBEV(BUD)20,34612,625-7,7211,3038760.57%-427
NOVO-NORDISK A/S(NVO)97,660121,875+24,2154,9694,4792.93%-490
TEGNA INC26,4880-26,4885140—-514
MEDTRONIC PLC(MDT)49,37548,530-8454,7434,2052.75%-538
CAPITAL ONE FINANCIAL CORP(COF)4,2252,269-1,9561,0244140.27%-610
BANKFINANCIAL CORP57,3560-57,3566880—-688
ALPHABET INC(GOOG)14,05612,622-1,4344,4003,6302.38%-770
MICROSOFT CORP(MSFT)6,5946,488-1063,1892,4021.57%-787
NASDAQ INC(NDAQ)88,38787,742-6458,5857,4484.88%-1,137
SYNCHRONY FINANCIAL(SYF)75,73374,682-1,0516,3185,0803.33%-1,239
WALT DISNEY CO(DIS)81,85181,606-2459,3127,8655.15%-1,447
FIRST SAVINGS FINANCIAL GRP68,8210-68,8212,1930—-2,193
S&P GLOBAL INC(SPGI)24,86824,703-16512,99610,5076.88%-2,489
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Round Hill Asset Management — 13F Holdings — Q1 2026 | TickerTrail