Institutions / Brooks, Moore & Associates, Inc.

Brooks, Moore & Associates, Inc.

CIK 1767040 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$203.45M
Positions
105
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$9.34M19,3034.6%
JPMorgan Chase & Coโ€”$9.10M28,2284.5%
Vanguard Index Fdsโ€”$8.05M12,8304.0%
Alphabet Inc.โ€”$7.66M24,4883.8%
Johnson & Johnsonโ€”$7.26M35,0673.6%
Coca Cola Coโ€”$6.63M94,8173.3%
AbbVie Inc.โ€”$6.50M28,4673.2%
Walmart Inc.โ€”$5.65M50,7072.8%
Apple Inc.โ€”$5.43M19,9572.7%
Exxon Mobil Corpโ€”$5.41M44,9162.7%
Abbott Laboratoriesโ€”$4.93M39,3122.4%
Chevron Corpโ€”$4.89M32,0692.4%
Cisco Systems, Inc.โ€”$4.61M59,9022.3%
Jp Morgan Exchange-Traded Fโ€”$3.98M78,6522.0%
Pepsico Incโ€”$3.92M27,2731.9%
Honeywell International Incโ€”$3.88M19,8721.9%
Home Depot, Inc.โ€”$3.67M10,6761.8%
WisdomTree Trโ€”$3.56M39,8451.8%
Vanguard Scottsdale Fdsโ€”$3.51M41,9651.7%
Merck & Co., Inc.โ€”$3.39M32,1841.7%
International Business Machines Corpโ€”$3.32M11,2021.6%
Qualcomm INC/DEโ€”$3.06M17,9081.5%
ELI LILLY & Coโ€”$3.03M2,8241.5%
BlackRock ETF Trust IIโ€”$2.74M51,9251.3%
Pinnacle Financial Partners, Inc.โ€”$2.68M28,1241.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.