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.
Valley Brook Capital Group, Inc. (CIK 1851418) reported $149.2M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($10.9M, 7.30%), MSFT ($9.3M, 6.26%), JPM ($5.4M, 3.65%), CAT ($5.4M, 3.61%), NVDA ($5.2M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.9M | 7.30% | 42,908 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.3M | 6.26% | 25,215 | Added |
| 3 | JPM | JPMORGAN CHASE & CO | $5.4M | 3.65% | 18,514 | Added |
| 4 | CAT | CATERPILLAR INC | $5.4M | 3.61% | 7,591 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.2M | 3.51% | 29,991 | Added |
| 6 | ABBV | ABBVIE INC | $5.0M | 3.35% | 22,963 | Trimmed |
| 7 | AVGO | BROADCOM INC | $5.0M | 3.34% | 16,078 | Trimmed |
| 8 | HD | HOME DEPOT INC | $4.5M | 3.01% | 13,653 | Added |
| 9 | RTX | RTX CORPORATION | $3.8M | 2.58% | 19,958 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $3.7M | 2.46% | 17,601 | Added |
| 11 | WMT | WALMART INC | $3.4M | 2.27% | 27,276 | Added |
| 12 | UNP | UNION PAC CORP | $3.3M | 2.22% | 13,626 | Added |
| 13 | GOOG | ALPHABET INC | $3.2M | 2.11% | 10,987 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $3.0M | 2.02% | 3,030 | Added |
| 15 | DE | DEERE & CO | $2.9M | 1.96% | 5,193 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.80% | 10,972 | Added |
| 17 | XOM | EXXON MOBIL CORP | $2.4M | 1.59% | 13,981 | Added |
| 18 | V | VISA INC | $2.3M | 1.55% | 7,660 | Added |
| 19 | PNC | PNC FINL SVCS GROUP INC | $2.2M | 1.44% | 10,350 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $2.1M | 1.42% | 6,795 | Added |
| 21 | TJX | TJX COS INC NEW | $2.1M | 1.39% | 12,947 | Added |
| 22 | GE | GE AEROSPACE | $2.0M | 1.35% | 7,097 | Added |
| 23 | GOOGL | ALPHABET INC | $1.8M | 1.20% | 6,233 | Added |
| 24 | META | META PLATFORMS INC | $1.7M | 1.14% | 2,981 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 1.10% | 3,423 | Added |
Source: SEC Form 13F filings · as of 2026-03-31