Valley Brook Capital Group, Inc. Portfolio Holdings

Valley Brook Capital Group, Inc.

  • $128 Million
  • Q2 2024

Valley Brook Capital Group, Inc. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.9M, Apple Inc. with a value of $10.6M, Home Depot, Inc. with a value of $4.34M, Nvidia Corp with a value of $4.02M, and Abb Vie Inc. with a value of $3.92M.

Examining the 13F form we can see an increase of $1.35M in the current position value, from $127M to 128M.

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 $128 Million
Technology: $36 Million
Industrials: $20.2 Million
Healthcare: $19.1 Million
Consumer Cyclical: $11.8 Million
Financial Services: $11.4 Million
Consumer Defensive: $8.91 Million
Communication Services: $6.8 Million
Energy: $5.94 Million
Other: $8.1 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 112
  • Current Value $128 Million
  • Prior Value $127 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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