Brooks, Moore & Associates, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.61M, Jpmorgan Chase & CO with a value of $8.71M, Vanguard Index Fds S&P 500 ETF with a value of $6.96M, Coca Cola CO with a value of $6.71M, and Johnson & Johnson with a value of $5.46M.

Examining the 13F form we can see an increase of $6.4M in the current position value, from $175M to 181M.

Below you can find more details about Brooks, Moore & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $31.7 Million
Technology: $30.1 Million
Financial Services: $26.7 Million
Healthcare: $23.3 Million
Consumer Defensive: $22.5 Million
Industrials: $14.7 Million
Energy: $12.5 Million
Consumer Cyclical: $9.63 Million
Other: $10.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $181 Million
  • Prior Value $175 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Brooks, Moore & Associates, Inc. Portfolio

Follow Brooks, Moore & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brooks, Moore & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Brooks, Moore & Associates, Inc. with notifications on news.