Institutions / Brian Low Financial Group, LLC
Brian Low Financial Group, LLC
CIK 2079080 · Institution · as of Dec 31, 2025
Portfolio value
$141.12M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Manager Directed Portfolios | $18.27M | 12.9% |
| Exxon Mobil Corp | $5.89M | 4.2% |
| Microsoft Corp | $5.47M | 3.9% |
| Apple Inc. | $5.11M | 3.6% |
| JPMorgan Chase & Co | $3.55M | 2.5% |
| Alphabet Inc. | $3.50M | 2.5% |
| iShares Tr | $3.14M | 2.2% |
| Broadcom Inc. | $3.10M | 2.2% |
| iShares Tr | $2.97M | 2.1% |
| International Business Machines Corp | $2.66M | 1.9% |
| Oracle Corp | $2.42M | 1.7% |
| SPDR Series Trust | $2.41M | 1.7% |
| Meta Platforms Inc | $2.09M | 1.5% |
| ELI LILLY & Co | $2.07M | 1.5% |
| Invesco Exchange Traded Fd T | $2.03M | 1.4% |
| Jefferies Financial Group Inc. | $1.84M | 1.3% |
| Prologis Inc | $1.83M | 1.3% |
| NVIDIA Corp | $1.74M | 1.2% |
| iShares Tr | $1.74M | 1.2% |
| RTX Corp | $1.66M | 1.2% |
| AbbVie Inc. | $1.60M | 1.1% |
| Flowserve Corp | $1.60M | 1.1% |
| Philip Morris International Inc. | $1.59M | 1.1% |
| Astrazeneca PLC | $1.55M | 1.1% |
| Citigroup Inc | $1.53M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.