Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BROOKS, MOORE & ASSOCIATES, INC. (CIK 1767040) reported $199.4M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($7.9M, 3.96%), JNJ ($7.8M, 3.90%), VOO ($7.3M, 3.64%), XOM ($7.0M, 3.51%), KO ($6.9M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | $7.9M | 3.96% | 26,864 | Trimmed |
| 2 | JNJ | JOHNSON & JOHNSON | $7.8M | 3.90% | 31,826 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $7.3M | 3.64% | 12,133 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $7.0M | 3.51% | 41,231 | Trimmed |
| 5 | KO | COCA COLA CO | $6.9M | 3.43% | 90,076 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $6.8M | 3.41% | 18,384 | Trimmed |
| 7 | FNDF | SCHWAB STRATEGIC TR | $6.8M | 3.39% | 138,056 | Added |
| 8 | JPST | JP MORGAN EXCHANGE-TRADED F | $6.4M | 3.19% | 125,577 | Added |
| 9 | CVX | CHEVRON CORP NEW | $6.1M | 3.04% | 29,314 | Trimmed |
| 10 | ABBV | ABBVIE INC | $6.0M | 2.99% | 27,417 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $5.5M | 2.75% | 19,050 | Trimmed |
| 12 | AAPL | APPLE INC | $4.8M | 2.42% | 18,985 | Trimmed |
| 13 | WMT | WALMART INC | $4.5M | 2.27% | 36,437 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $4.4M | 2.21% | 56,744 | Trimmed |
| 15 | HON | HONEYWELL INTL INC | $4.2M | 2.10% | 18,549 | Trimmed |
| 16 | ABT | ABBOTT LABS | $4.1M | 2.07% | 40,305 | Added |
| 17 | PEP | PEPSICO INC | $4.0M | 1.99% | 25,541 | Trimmed |
| 18 | MRK | MERCK & CO INC | $3.7M | 1.86% | 30,769 | Trimmed |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $3.4M | 1.73% | 41,665 | Trimmed |
| 20 | HD | HOME DEPOT INC | $3.3M | 1.64% | 9,961 | Trimmed |
| 21 | DGRW | WISDOMTREE TR | $3.2M | 1.62% | 36,760 | Trimmed |
| 22 | NEAR | ISHARES U S ETF TR | $3.0M | 1.48% | 58,153 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $2.8M | 1.40% | 55,561 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.7M | 1.37% | 52,675 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.7M | 1.36% | 11,227 | Added |
Source: SEC Form 13F filings · as of 2026-03-31