
ROFFMAN MILLER ASSOCIATES INC /PA/ is a RIA/Wealth based in Philadelphia, PA led by Robert Peters Miller, reporting $2.9B in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
Largest long holdings in ROFFMAN MILLER ASSOCIATES INC /PA/'s portfolio (42.4% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $129.0M | 7.22% | -$1.5M Sold | 0.00% 249.0K shares | |
Consumer Electronics Technology | $115.0M | 6.44% | -$1.4M Sold | 0.00% 451.6K shares | |
Internet Content & Information Communication Services | $100.5M | 5.63% | -$2.1M Sold | 0.00% 413.2K shares | |
Banks - Diversified Financial Services | $79.1M | 4.43% | -$2.0M Sold | 0.01% 250.9K shares | |
Hardware, Equipment & Parts Technology | $60.9M | 3.41% | -$2.5M Sold | 0.04% 492.5K shares | |
Specialty Retail Consumer Cyclical | $60.2M | 3.37% | +$154.1K Bought | 0.00% 274.2K shares | |
Home Improvement Consumer Cyclical | $56.0M | 3.14% | +$240.3K Bought | 0.01% 138.3K shares | |
Financial - Credit Services Financial Services | $55.6M | 3.11% | -$1.0M Sold | 0.02% 167.4K shares | |
Staffing & Employment Services Industrials | $51.3M | 2.87% | -$64.9K Sold | 0.04% 174.9K shares | |
Drug Manufacturers - General Healthcare | $49.6M | 2.78% | +$235.3K Bought | 0.01% 267.6K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in ROFFMAN MILLER ASSOCIATES INC /PA/'s latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+11.68% | |
+9.99% |
| Position | Shares Δ |
|---|---|
-47.86% | |
-40.03% | |
-32.98% | |
-26.29% | |
-25.49% |
Portfolio insights and performance metrics for ROFFMAN MILLER ASSOCIATES INC /PA/
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