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Brian Low Financial Group, LLC

All holdings · as of Dec 31, 2025

116 positions

CompanyClassValueShares% of portfolio
MANAGER DIRECTED PORTFOLIOS—$18.27M657,67212.9%
EXXON MOBIL CORP—$5.89M48,9384.2%
MICROSOFT CORP—$5.47M11,3123.9%
Apple Inc.—$5.11M18,7953.6%
JPMORGAN CHASE & CO—$3.55M11,0162.5%
Alphabet Inc.—$3.50M11,1972.5%
ISHARES TR—$3.14M32,7312.2%
Broadcom Inc.—$3.10M8,9432.2%
ISHARES TR—$2.97M31,1872.1%
INTERNATIONAL BUSINESS MACHINES CORP—$2.66M8,9871.9%
ORACLE CORP—$2.42M12,4301.7%
SPDR SERIES TRUST—$2.41M79,7591.7%
Meta Platforms Inc—$2.09M3,1691.5%
ELI LILLY & Co—$2.07M1,9251.5%
INVESCO EXCHANGE TRADED FD T—$2.03M92,0941.4%
Jefferies Financial Group Inc.—$1.84M29,7631.3%
Prologis Inc—$1.83M14,3361.3%
NVIDIA Corp—$1.74M9,3531.2%
ISHARES TR—$1.74M14,5591.2%
RTX Corp—$1.66M9,0521.2%
AbbVie Inc.—$1.60M7,0191.1%
FLOWSERVE CORP—$1.60M23,0321.1%
Philip Morris International Inc.—$1.59M9,9171.1%
ASTRAZENECA PLC—$1.55M16,8931.1%
CITIGROUP INC—$1.53M13,1161.1%
Cencora Inc—$1.46M4,3081.0%
Medtronic plc—$1.43M14,9241.0%
Applied Industrial Technologies Inc—$1.43M5,5781.0%
TJX Cos Inc/The—$1.40M9,1241.0%
BlackRock, Inc.—$1.39M1,2961.0%
iShares MSCI UAE ETF—$1.38M12,5191.0%
Blackstone Inc—$1.36M8,8511.0%
Toll Brothers Incorporated—$1.36M10,0251.0%
The PNC Financial Services Group, Inc.—$1.27M6,0610.9%
EMERSON ELECTRIC CO—$1.26M9,5050.9%
ISHARES TR—$1.25M5,0960.9%
CAMECO CORP—$1.25M13,6300.9%
FREEPORT-MCMORAN INC—$1.23M24,2640.9%
THE GOLDMAN SACHS GROUP, INC.—$1.23M1,3940.9%
NEXTERA ENERGY INC—$1.21M15,1030.9%
Baker Hughes Co—$1.12M24,5970.8%
ISHARES TR—$1.08M9,8100.8%
AMERICAN EXPRESS CO—$1.04M2,8090.7%
VANGUARD INDEX FDS—$1.03M2,1160.7%
Union Pacific Corp—$1.02M4,3970.7%
Amazon.com Inc—$999.9K4,3320.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$981.3K3,2290.7%
SPDR S&P 500 ETF TR—$975.8K1,4310.7%
ENBRIDGE INC—$966.0K20,1960.7%
DARDEN RESTAURANTS INC—$905.6K4,9210.6%
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