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Filers›Holding Co.›BROOKS, MOORE & ASSOCIATES, INC.
DOSSIER · 13F-HR · Q1 2026

BROOKS, MOORE & ASSOCIATES, INC.

BROOKS, MOORE & ASSOCIATES's holding co. based in New York, NY — $199M in tracked AUM across 110 positions as of Q1 2026.

BM
BROOKS, MOORE & ASSOCIATES·New York, NY·Holding Co.
CIK 0001767040 · last filed Mar 31, 2026
Total AUM
$199M
▲ 11.2%
vs prior
Holdings
110
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BROOKS, MOORE & ASSOCIATES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPM
JPMORGAN CHASE & CO
$8M27K4.0%
02
JNJ
JOHNSON & JOHNSON
$8M32K3.9%
03
VOO
VANGUARD INDEX FDS
$7M12K3.6%
04
XOM
EXXON MOBIL CORP
$7M41K3.5%
05
KO
COCA COLA CO
$7M90K3.4%
06
MSFT
MICROSOFT CORP
$7M18K3.4%
07
FNDF
SCHWAB STRATEGIC TR
$7M138K3.4%
08
JPST
JP MORGAN EXCHANGE-TRADED F
$6M126K3.2%
09
CVX
CHEVRON CORP NEW
$6M29K3.0%
10
ABBV
ABBVIE INC
$6M27K3.0%

Filing history

Filing history loading…
AI Agent · grounded in BROOKS,
haiku-4-5 · 110 positions indexed
Sector mix
  • Tech14%
  • Health Care35%
  • Cons. Disc.6%
  • Communications19%
  • Industrials13%
  • Other13%
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