Brick & Kyle, Associates Portfolio Holdings

Brick & Kyle, Associates

  • $225 Million
  • Q2 2025

Brick & Kyle, Associates has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.4M, Microsoft Corp with a value of $13.7M, Apple Inc. with a value of $12.7M, Amazon Com Inc with a value of $10.4M, and Jpmorgan Chase & CO with a value of $9.51M.

Examining the 13F form we can see an increase of $7.46M in the current position value, from $218M to 225M.

Brick & Kyle, Associates is based out at Newtown, PA

Below you can find more details about Brick & Kyle, Associates portfolio as well as his latest detailed transactions.

Portfolio value $225 Million
Technology: $79.7 Million
ETFs: $35.9 Million
Financial Services: $26.1 Million
Healthcare: $23.1 Million
Industrials: $17.7 Million
Consumer Cyclical: $13 Million
Communication Services: $5.62 Million
Consumer Defensive: $5.27 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$25.4 Million 11.26% of portfolio
165,666
Q2 2025 Reduced 1.23%
$3.95T
$13.7 Million 6.09% of portfolio
27,882
Q2 2025 Reduced 0.17%
$3.69T
$12.7 Million 5.63% of portfolio
60,103
Q2 2025 Reduced 0.36%
$2.26T
$10.4 Million 4.63% of portfolio
47,256
Q2 2025 Reduced 2.95%
$859B
$9.51 Million 4.22% of portfolio
32,813
Q2 2025 Reduced 0.08%
$282B
$6.55 Million 2.91% of portfolio
47,966
Q2 2025 Reduced 1.31%
$551B
$6.44 Million 2.86% of portfolio
18,060
Q2 2025 Added 2.07%
$452B
$6.17 Million 2.74% of portfolio
39,574
Q2 2025 Reduced 0.17%
$203B
$5.36 Million 2.38% of portfolio
65,377
Q2 2025 Added 0.08%
$381B
$4.44 Million 1.97% of portfolio
91,840
Q2 2025 Added 0.15%
$202B
$4.23 Million 1.88% of portfolio
31,227
Q2 2025 Reduced 0.21%
$351B
$3.87 Million 1.72% of portfolio
20,379
Q2 2025 Added 0.1%
$608B
$3.38 Million 1.5% of portfolio
4,364
Q2 2025 Added 63.81%
$302B
$3.23 Million 1.43% of portfolio
22,119
Q2 2025 Added 5.59%
$1.21T
$2.72 Million 1.21% of portfolio
15,565
Q2 2025 Reduced 73.02%
$222B
$1.8 Million 0.8% of portfolio
6,032
Q2 2025 Reduced 9.93%
$405B
$809,000 0.36% of portfolio
2,163
Q2 2025 Added 0.14%
$1.24T
$361,000 0.16% of portfolio
2,052
Q2 2025 Reduced 54.41%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $225 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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