BROOKS, MOORE & ASSOCIATES, INC.

Brooks Moore & Associates Inc. publishes a $200M, 110-name 13F whose defining structural feature is a diversified quality-and-dividend core: JPMorgan Chase (JPM, 4.0%), Johnson & Johnson (JNJ, 3.9%), ExxonMobil (XOM, 3.5%), Coca-Cola (KO, 3.4%), and Vanguard S&P 500 (VOO, 3.6%) together establish a multi-sector quality anchor spanning financials, healthcare, energy, consumer-defensive, and large-cap equity beta. The Q1 initiations (RTX, VPLS, MDLZ) — Raytheon defense and aerospace, an international dividend vehicle, and Mondelez consumer-staples — add defensive quality and income exposure while the VOO ETF provides the large-cap beta base. The 33 total changes across 110 holdings reflects moderate-active management within a quality filter: positions that had run were trimmed while new quality names were initiated. With whaleScore of 50.0 and single-stock convictions at 3.5-4.0% alongside a single ETF anchor, this is a genuine active quality allocator rather than a passive product.