Fund HoldingsRound Hill Asset Management

Total Portfolio Value
$156.78M
Total Bought
$3.50M
Total Sold
$18.01M
Net Transaction
-$14.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NEW YORK COMMUNITY BANCORP(FLG)0386,520+386,52001,2450.79%+1,245
VISA INC-CLASS A(V)03,636+3,63609540.61%+954
AMGEN INC(AMGN)49,73748,060-1,67714,14115,0169.58%+875
NOVO-NORDISK A/S-SPONS ADR(NVO)59,10457,899-1,2057,5898,2655.27%+676
RIMINI STREET INC79,425225,973+146,5482596940.44%+435
S&P GLOBAL INC(SPGI)34,93134,238-69314,86115,2709.74%+409
ADAMS RESOURCES & ENERGY INC013,392+13,39203750.24%+375
GARMIN LTD(GRMN)22,19922,064-1353,3053,5952.29%+290
H&R BLOCK INC63,29962,228-1,0713,1093,3752.15%+266
SILA REALTY TRUST INC012,284+12,28402600.17%+260
SYNCHRONY FINANCIAL(SYF)68,03366,542-1,4912,9343,1402.00%+207
GOLDMAN SACHS GROUP INC(GS)5,9025,760-1422,4652,6051.66%+140
GYRODYNE LLC016,791+16,79101320.08%+132
AT&T INC(T)128,253123,794-4,4592,2572,3661.51%+108
MICROSOFT CORP(MSFT)7,9597,734-2253,3493,4572.20%+108
HOMETRUST BANCSHARES INC(HTB)27,29027,29007468200.52%+73
ALPHABET INC(GOOG)1,9311,921-102913500.22%+58
DELUXE CORP(DLX)51,27349,573-1,7001,0561,1130.71%+58
FIRST SAVINGS FINANCIAL GRP70,37169,321-1,0501,1791,2330.79%+55
BLUE FOUNDRY BANCORP
COM
21,23427,433+6,1991992490.16%+50
WHIRLPOOL CORP(WHR)9,42311,503+2,0801,1271,1760.75%+48
NOVARTIS AG-SPONSORED ADR(NVS)3,3923,39203283610.23%+33
TRICO BANCSHARES(TCBK)7,7267,72602843060.19%+22
CHARTER COMMUNICATIONS INC(CHTR)9,2559,039-2162,6902,7021.72%+13
MERCANTILE BANK CORP(MBWM)20,20719,407-8007787870.50%+10
WELLS FARGO & CO(WFC)41,54740,567-9802,4082,4091.54%+1
BANKFINANCIAL CORP64,65664,65606796650.42%-14
CME GROUP INC(CME)1,2191,21902622400.15%-23
VIATRIS INC(VTRS)17,90817,536-3722141860.12%-27
WARNER BROS DISCOVERY INC(WBD)17,31516,351-9641511220.08%-30
TEGNA INC27,21327,038-1754073770.24%-30
EW SCRIPPS CO30,67428,786-1,888121900.06%-30
INTERCONTINENTAL EXCHANGE INC(ICE)9,1929,002-1901,2631,2320.79%-31
SERVICE CORP INTERNATIONAL(SCI)11,52511,52508558200.52%-35
PFIZER INC(PFE)145,305142,273-3,0324,0323,9812.54%-51
CITIGROUP INC(C)29,85928,884-9751,8881,8331.17%-55
MASTERCARD INC(MA)1,4701,47007086490.41%-59
BANK OF AMERICA CORP14,07011,658-2,4125344640.30%-70
BERKSHIRE HATHAWAY INC-CL B2,4902,340-1501,0479520.61%-95
ANHEUSER-BUSCH INBEV-SPN ADR(BUD)27,80927,064-7451,6901,5741.00%-116
DISCOVER FINANCIAL SERVICES24,79823,918-8803,2513,1292.00%-122
BRISTOL-MYERS SQUIBB CO(BMY)10,46410,46405674350.28%-133
PARAMOUNT GLOBAL80,54978,189-2,3609488120.52%-136
M/I HOMES INC(MHO)9,7709,77001,3321,1930.76%-138
JM SMUCKER CO(SJM)7,0066,801-2058827420.47%-140
NATURES SUNSHINE PRODS INC25,10924,230-8795223650.23%-156
ABBVIE INC(ABBV)15,91315,91302,8982,7291.74%-168
KRAFT HEINZ CO(KHC)34,97734,512-4651,2911,1120.71%-179
WILLIAMS-SONOMA INC(WSM)5,1454,944-2011,6341,3960.89%-238
INNOSPEC INC(IOSP)16,27914,514-1,7652,0991,7941.14%-305
JPMORGAN CHASE & CO(JPM)8,9317,306-1,6251,7891,4780.94%-311
AMERICAN EXPRESS CO(AXP)1,4320-1,4323260-326
INTL BUSINESS MACHINES CORP(IBM)16,08015,675-4053,0712,7111.73%-360
HANOVER INSURANCE GROUP INC(THG)5,7003,304-2,3967764140.26%-362
BAUSCH HEALTH COS INC93,84590,575-3,2709966310.40%-364
ZIMMER BIOMET HOLDINGS INC(ZBH)17,62417,224-4002,3261,8691.19%-457
NASDAQ INC(NDAQ)96,48092,382-4,0986,0885,5673.55%-521
MEDTRONIC PLC(MDT)53,79652,345-1,4514,6884,1202.63%-568
POLARIS INC(PII)40,40639,885-5214,0453,1231.99%-922
MERCK & CO. INC.(MRK)75,71572,935-2,7809,9919,0295.76%-961
VISA INC(V)3,7360-3,7361,0430-1,043
NEW YORK CMNTY BANCORP INC335,0200-335,0201,0790-1,079
COMCAST CORP(CCZ)274,017267,837-6,18011,87910,4886.69%-1,390
MOODY'S CORP(MCO)30,11423,232-6,88211,8369,7796.24%-2,057
WALT DISNEY CO(DIS)86,90584,860-2,04510,6348,4265.37%-2,208
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