Valley Brook Capital Group, Inc. Portfolio Holdings

Valley Brook Capital Group, Inc.

  • $132 Million
  • Q2 2025

Valley Brook Capital Group, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.3M, Apple Inc. with a value of $8.91M, Jpmorgan Chase & CO with a value of $5.04M, Home Depot, Inc. with a value of $4.63M, and Nvidia Corp with a value of $4.49M.

Examining the 13F form we can see an increase of $5.76M in the current position value, from $126M to 132M.

Valley Brook Capital Group, Inc. is based out at Venetia, PA

Below you can find more details about Valley Brook Capital Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
Technology: $37.1 Million
Industrials: $22.7 Million
Financial Services: $15.4 Million
Healthcare: $12.8 Million
Consumer Cyclical: $12.4 Million
Consumer Defensive: $8.88 Million
Communication Services: $7.36 Million
Energy: $5.43 Million
Other: $9.97 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $132 Million
  • Prior Value $126 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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