Round Hill Asset Management - Portfolio overview

Round Hill Asset Management has 68 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. AMGN - AMGEN INC, 8.50%
2. SPGI - S&P GLOBAL INC, 6.69%
3. MRK - MERCK & CO. INC., 5.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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