Long-term investor
R. W. Roge & Company, Inc. @rwrogecompanyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800745).
Record
- Tracked since 2025-06-30 (450 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.9% · 1 year n/a · all +8.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 15.6% · long · since 2025-06-30
- 922908736 · 13.6% · long · since 2025-06-30
- 922908744 · 9.5% · long · since 2025-06-30
- 92206C706 · 7.4% · long · since 2025-06-30
- GLDM · 4.9% · long · since 2025-06-30
- 808524201 · 4.5% · long · since 2025-06-30
- 922020755 · 4.1% · long · since 2025-12-31
- 25434V203 · 3.0% · long · since 2025-06-30
- 25434V534 · 2.9% · long · since 2025-06-30
- 922908769 · 2.7% · long · since 2025-06-30
- 46435G326 · 2.4% · long · since 2025-06-30
- 464287309 · 2.3% · long · since 2025-06-30