Brooks, Moore & Associates, Inc. Portfolio Holdings
Brooks, Moore & Associates, Inc.
- $205 Million
- Q3 2025
Brooks, Moore & Associates, Inc. has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $205 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13.5M, Microsoft Corp with a value of $9.89M, Jpmorgan Chase & CO with a value of $8.9M, Abb Vie Inc. with a value of $6.55M, and Johnson & Johnson with a value of $6.53M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $181M to 205M.
Below you can find more details about Brooks, Moore & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$205 Million
ETFs: $47.7 Million
Technology: $31.4 Million
Financial Services: $26.8 Million
Healthcare: $24.6 Million
Consumer Defensive: $22 Million
Industrials: $15.3 Million
Energy: $13 Million
Consumer Cyclical: $9.77 Million
Other: $14.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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