Fund Holdings — Round Hill Asset Management

Total Portfolio Value
$151.90M
Total Bought
$5.86M
Total Sold
$11.20M
Net Transaction
-$5.34M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CONCENTRIX CORP(CNXC)029,743+29,74301,3730.90%+1,373
ALPHABET INC(GOOG)16,53916,519-202,9154,0162.64%+1,101
BRISTOL-MYERS SQUIBB CO(BMY)45,71770,651+24,9342,1163,1862.10%+1,070
POLARIS INC(PII)45,91645,886-301,8662,6671.76%+801
ABBVIE INC(ABBV)15,63815,63802,9033,6212.38%+718
M/I HOMES INC(MHO)21,43221,407-252,4033,0922.04%+689
KENVUE INC(KVUE)038,173+38,17306200.41%+620
CITIGROUP INC(C)33,49533,395-1002,8513,3902.23%+538
GARMIN LTD(GRMN)14,59414,469-1253,0463,5632.35%+516
BEAZER HOMES USA INC(BZH)135,203143,808+8,6053,0243,5302.32%+506
FIRST SAVINGS FINANCIAL GRP68,82168,82101,7232,1631.42%+440
MEDTRONIC PLC(MDT)49,72549,680-454,3354,7323.11%+397
MERCK & CO. INC.(MRK)75,26575,26505,9586,3174.16%+359
PFIZER INC(PFE)247,646248,019+3736,0036,3204.16%+317
SYNCHRONY FINANCIAL(SYF)76,12075,767-3535,0805,3833.54%+303
KRAFT HEINZ CO(KHC)38,50449,624+11,1209941,2920.85%+298
ATKORE INC9,09614,507+5,4116429100.60%+268
NOVO-NORDISK A/S(NVO)57,03975,725+18,6863,9374,2022.77%+265
RIMINI STREET INC(RMNI)368,363349,398-18,9651,3891,6351.08%+246
WILLIAMS-SONOMA INC(WSM)7,1477,14701,1681,3970.92%+229
LAKE SHORE BANCORP(LSBK)015,715+15,71502040.13%+204
DELUXE CORP(DLX)46,82346,508-3157459000.59%+155
APPLE INC(AAPL)2,9552,940-156067490.49%+142
FLAGSTAR FINANCIAL INC(FLG)141,639141,63901,5011,6361.08%+135
JM SMUCKER CO(SJM)13,05112,986-651,2821,4100.93%+129
INTERDIGITAL INC(IDCC)1,0581,05802373650.24%+128
ZIMMER BIOMET HOLDINGS INC(ZBH)16,84916,84901,5371,6601.09%+123
AMGEN INC(AMGN)42,32342,293-3011,81711,9357.86%+118
TEGNA INC26,48826,48804445390.35%+95
HOMETRUST BANCSHARES INC(HTB)26,06626,06609751,0670.70%+92
BANKFINANCIAL CORP57,35657,35606646900.45%+26
TRICO BANCSHARES(TCBK)6,6746,67402702960.20%+26
NOVARTIS AG(NVS)3,3923,39204104350.29%+25
GYRODYNE LLC(GYRO)15,18815,18801311520.10%+21
SERVICE CORP INTERNATIONAL(SCI)10,10510,10508238410.55%+18
VIATRIS INC(VTRS)16,54016,54001481640.11%+16
NATURES SUNSHINE PRODS INC(NATR)21,42321,42303173320.22%+16
ORGANON & CO(OGN)13,36613,36601291430.09%+13
BERKSHIRE HATHAWAY INC73573503573700.24%+12
MASTERCARD INC(MA)1,4701,47008268360.55%+10
CME GROUP INC(CME)1,2191,21903363290.22%-7
BLUE FOUNDRY BANCORP
COM
24,68324,68302362240.15%-12
PATTERSON-UTI ENERGY INC(PTEN)16,13416,134096840.06%-12
BAUSCH HEALTH COS INC74,08774,08704934780.31%-16
MERCANTILE BANK CORP(MBWM)18,60718,60708648370.55%-26
VISA INC(V)3,6363,63601,2911,2410.82%-50
BANK OF AMERICA CORP8,8746,579-2,2954203390.22%-81
MOODY'S CORP(MCO)3,2993,29901,6551,5721.03%-83
INNOSPEC INC(IOSP)11,97411,97401,0079240.61%-83
AT&T INC(T)116,962116,779-1833,3853,2982.17%-87
NASDAQ INC(NDAQ)89,30788,827-4807,9867,8575.17%-129
INTERCONTINENTAL EXCHANGE INC(ICE)8,2978,192-1051,5221,3800.91%-142
META PLATFORMS INC-CLASS A(META)1,4821,231-2511,0949040.60%-190
WELLS FARGO & CO(WFC)28,44224,912-3,5302,2792,0881.37%-191
ANHEUSER-BUSCH INBEV(BUD)20,61420,529-851,4171,2240.81%-193
H&R BLOCK INC55,73155,506-2253,0592,8071.85%-252
WHIRLPOOL CORP(WHR)13,87413,87401,4071,0900.72%-317
MICROSOFT CORP(MSFT)7,6816,646-1,0353,8213,4422.27%-378
PARAMOUNT GLOBAL59,9530-59,9537730—-773
WALT DISNEY CO(DIS)82,09182,016-7510,1809,3916.18%-789
CAPITAL ONE FINANCIAL CORP(COF)11,4847,432-4,0522,4431,5801.04%-863
COMCAST CORP-CLASS A(CCZ)251,316255,671+4,3558,9698,0335.29%-936
CHARTER COMMUNICATIONS INC(CHTR)8,5938,59303,5132,3641.56%-1,149
S&P GLOBAL INC(SPGI)27,07225,236-1,83614,27512,2838.09%-1,992
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