Institutions / Lowe Brockenbrough & Co Inc

Lowe Brockenbrough & Co Inc

CIK 22657 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$2.03B
Positions
332
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$199.12M290,7149.8%
iShares Trโ€”$91.83M649,0024.5%
Apple Inc.โ€”$75.30M276,9823.7%
Microsoft Corpโ€”$67.83M140,2463.3%
iShares MSCI UAE ETFโ€”$59.73M705,7442.9%
Vanguard Tax-Managed Fdsโ€”$54.55M873,2312.7%
Alphabet Inc.โ€”$48.74M155,3372.4%
JPMorgan Chase & Coโ€”$44.57M138,3272.2%
iShares Trโ€”$44.46M445,1672.2%
NVIDIA Corpโ€”$40.49M217,1082.0%
iShares Trโ€”$40.04M606,6242.0%
Amazon.com Incโ€”$32.74M141,8511.6%
iShares Trโ€”$30.81M256,4031.5%
iShares Incโ€”$29.48M438,5761.5%
Broadcom Inc.โ€”$27.12M78,3611.3%
Schwab Strategic Trโ€”$25.43M945,0111.3%
Meta Platforms Incโ€”$25.30M38,3261.2%
Alphabet Inc.โ€”$24.76M79,1211.2%
Oracle Corpโ€”$24.59M126,1511.2%
Exxon Mobil Corpโ€”$24.33M202,1441.2%
Vanguard World Fdโ€”$22.11M29,3261.1%
Vanguard Scottsdale Fdsโ€”$21.01M357,7821.0%
SPDR S&P 500 ETF Trโ€”$20.45M29,9961.0%
Cisco Systems, Inc.โ€”$20.37M264,5061.0%
Vanguard Bd Index Fdsโ€”$20.37M408,7181.0%

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.