ROFFMAN MILLER ASSOCIATES INC /PA/

CIK
869367
City
PHILADELPHIA
State / Country
PA

Top Portfolio Positions

68 positions · $1,688,053,643 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
447,618 $113,600,972 6.73%
GOOGL
Alphabet Inc.
Communication Services
384,156 $110,467,899 6.54%
MSFT
Microsoft Corp
Technology
257,620 $95,363,195 5.65%
JPM
Jpmorgan Chase & Co
Financial Services
231,702 $68,157,460 4.04%
JNJ
Johnson & Johnson
Healthcare
263,796 $64,482,294 3.82%
AMZN
Amazon Com Inc
Consumer Cyclical
278,362 $57,974,453 3.43%
APH
Amphenol Corp /De/
Technology
445,977 $56,349,193 3.34%
AXP
American Express Co
Financial Services
154,500 $46,733,160 2.77%
MCD
Mcdonalds Corp
Consumer Cyclical
149,029 $46,316,722 2.74%
HD
Home Depot, Inc.
Consumer Cyclical
135,157 $44,451,785 2.63%

Portfolio Trend

25 quarters · across all stocks

Holdings in UGI

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Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $11,096,591 304,684
2025-12-31 $10,616,907 283,647
2025-09-30 $9,164,659 275,546
2025-06-30 $8,986,161 246,737
2025-03-31 $7,144,244 216,034
2024-12-31 $5,314,862 188,270
2024-09-30 $4,586,291 183,305
2024-06-30 $4,040,819 176,455
2024-03-31 $4,103,357 167,211
2023-12-31 $4,166,083 169,353
2023-09-30 $4,157,204 180,748
2023-06-30 $4,999,779 185,383
2023-03-31 $5,599,836 161,100
2022-12-31 $4,416,964 119,152
2022-09-30 $3,543,852 109,615
2022-06-30 $4,199,184 108,759
2022-03-31 $4,142,843 114,380
2021-12-31 $6,142,344 133,791
2021-09-30 $5,823,767 136,644
2021-06-30 $6,330,206 136,692
2021-03-31 $5,771,706 140,739
2020-12-31 $4,985,610 142,609
2020-09-30 $4,859,998 147,362
2020-06-30 $4,950,783 155,685
2020-03-31 $4,855,806 182,070