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Roffman Milller Associates Inc
Robert Hofmann · Investment Advisor · Value
Roffman Miller Associates Inc. is a Philadelphia-based Registered Investment Adviser founded in 1990. The firm specializes in discretionary investment management and financial planning services, primarily catering to high-net-worth individuals, pension plans, and charitable organizations. With approximately $2.9 billion in assets under management, the company focuses on constructing customized portfolios designed to meet long-term financial goals while minimizing volatility through a disciplined, research-driven approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.4% |
| YTD return | +6.3% |
| Sharpe ratio | 3.04 |
| Win rate | 55% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://roffmanmiller.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 11.4% | +27.4% |
| GOOGL | Alphabet Inc Class A | 10.6% | +33.1% |
| MSFT | Microsoft Corporation | 10.1% | +0.9% |
| JPM | JPMorgan Chase & Co | 6.3% | +15.5% |
| JNJ | Johnson & Johnson | 5.7% | +36.1% |
| APH | Amphenol Corporation | 5.6% | +34.7% |
| AMZN | Amazon.com Inc | 5.6% | +13.8% |
| TXN | Texas Instruments Incorporated | 4.3% | +36.7% |
| AXP | American Express Company | 3.9% | -0.7% |
| ASML | ASML Holding NV ADR | 3.9% | +55.3% |
| NDSN | Nordson Corporation | 3.6% | +37.6% |
| V | Visa Inc. Class A | 3.6% | +7.3% |
| ADP | Automatic Data Processing Inc | 3.5% | +10.5% |
| CB | Chubb Ltd | 3.5% | +18.9% |
| HD | The Home Depot Inc | 3.4% | -20.2% |
| AFL | Aflac Incorporated | 3.1% | +4.2% |
| RPM | RPM International Inc | 3.1% | -12.3% |
| SYK | Stryker Corporation | 3.0% | -23.1% |
| MCD | McDonald’s Corporation | 3.0% | -15.4% |
| INTC | Intel Corporation | 2.9% | +8.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | RPM | 3.0% → 3.1% |
| Sep 7, 2026 | BUY | ASML | 3.8% → 3.9% |
| Sep 7, 2026 | BUY | AFL | 3.1% → 3.1% |
| Sep 7, 2026 | SELL | NDSN | 3.6% → 3.6% |
| Sep 7, 2026 | SELL | SYK | 3.2% → 3.0% |
Investment Style Analysis
Roffman Milller Associates Inc is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Roffman Milller Associates Inc made a significant move by reducing the position in RPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s philosophy focuses on building durable, custom portfolios using high-quality individual securities to achieve equity-like returns with lower volatility than market indices. They emphasize a value-oriented investment selection process, prioritizing long-term investing over short-term trading to maximize tax efficiency. Their strategy involves utilizing individual stocks for growth and investment-grade fixed income with short bond ladders for liquidity, while remaining benchmark-agnostic and avoiding speculative or esoteric investments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Roffman Milller Associates Inc.
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Frequently asked questions
How is the simulated portfolio for Roffman Milller Associates Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Roffman Milller Associates Inc's largest holding?
As of the latest filing, Roffman Milller Associates Inc's top position is Apple Inc (AAPL), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Roffman Milller Associates Inc's historical performance and risk profile?
Our simulation indicates a total return of +11.4% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.04, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Roffman Milller Associates Inc primarily invest in?
Roffman Milller Associates Inc has a strong preference for the Consumer Electronics sector, which makes up 11.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Roffman Milller Associates Inc's portfolio concentrated or diversified?
Roffman Milller Associates Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Roffman Milller Associates Inc performed in 2026?
Our AI-simulated model portfolio for Roffman Milller Associates Inc tracks a Year-to-Date (YTD) return of +6.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert Hofmann manage Roffman Milller Associates Inc directly?
Yes, Robert Hofmann serves as the key portfolio manager for Roffman Milller Associates Inc, overseeing the investment strategy and final capital allocation decisions.