Arkolith/Funds/Brooks, Moore & Associates, Inc.

Brooks, Moore & Associates, Inc.

CIK 1767040
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Brooks, Moore & Associates, Inc. holds a diversified book of 110 stocks worth $199.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Kimberly-Clark Corp and trimmed JPMorgan Chase & Co. Their largest long position is JPMorgan Chase & Co at 4% of the equity book. Cloning the disclosed picks since 2019 would be +144% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show BROOKS, MOORE & ASSOCIATES, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
18
existing
Trimmed
52
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+143.7%
+12.7%/yr · since Feb '19
Their reported book
+155.5%
held from quarter-end
S&P 500
+202.1%
same window
$10K$15K$20K$26K$31KFeb '19Jul '20Jan '22Aug '23Feb '25Jul '26
Brooks, Moore & Associates, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +155.5%, a 11.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Brooks, Moore & Associates, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
34%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

76% mapped to company sectors

ETF / fund or unclassified
24%
Information Technology
17%
Health Care
13%
Financials
11%
Energy
8%
Consumer Staples
7%
Consumer Discretionary
7%
Industrials
7%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Brooks, Moore & Associates, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$566.1B
BANK OF AMERICA CORP /DE/79 / 80$390.3B
ROYAL BANK OF CANADA79 / 80$167.2B
WELLS FARGO & COMPANY/MN79 / 80$163.0B
UBS Group AG79 / 80$147.8B
RAYMOND JAMES FINANCIAL INC79 / 80$111.3B
AQR CAPITAL MANAGEMENT LLC79 / 80$42.4B
Creative Planning79 / 80$39.1B

Ranked by how many of Brooks, Moore & Associates, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

110 positions
#SecurityValueShares% PortLast moveHistory
1JPMorgan Chase & Co
COM
$7.9M26.9K
4.0%
−4.8%
Reduced · −1K sh
2Johnson & Johnson
COM
$7.8M31.8K
3.9%
−9.2%
Reduced · −3K sh
3Vanguard Index FDS
S & P 500 ETF SHS
$7.3M12.1K
3.6%
−5.4%
Reduced · −697 sh
4Exxon Mobil Corp
COM
$7.0M41.2K
3.5%
−8.2%
Reduced · −4K sh
5Coca Cola Co
COM
$6.9M90.1K
3.4%
−5.0%
Reduced · −5K sh
6Microsoft Corp
COM
$6.8M18.4K
3.4%
−4.8%
Reduced · −919 sh
7Schwab Strategic TR
FUNDAMENTAL INTL
$6.8M138.1K
3.4%
+216%
Added · +94K sh
8JP Morgan Exchange-Traded F
ULTRA SHRT INC
$6.4M125.6K
3.2%
+60%
Added · +47K sh
9Chevron Corp New
COM
$6.1M29.3K
3.0%
−8.6%
Reduced · −3K sh
10Abbvie Inc
COM
$6.0M27.4K
3.0%
−3.7%
Reduced · −1K sh
11Alphabet Inc
CAP STK CL A
$5.5M19.1K
2.7%
−22%
Reduced · −5K sh
12Apple Inc
COM
$4.8M19.0K
2.4%
−4.9%
Reduced · −972 sh
13Walmart Inc
COM
$4.5M36.4K
2.3%
−28%
Reduced · −14K sh
14Cisco Sys Inc
COM
$4.4M56.7K
2.2%
−5.3%
Reduced · −3K sh
15Honeywell Intl Inc
COM
$4.2M18.5K
2.1%
−6.7%
Reduced · −1K sh
16Abbott Labs
COM
$4.1M40.3K
2.1%
+2.5%
Added · +993 sh
17Pepsico Inc
COM
$4.0M25.5K
2.0%
−6.3%
Reduced · −2K sh
18Merck & Co Inc
COM
$3.7M30.8K
1.9%
−4.4%
Reduced · −1K sh
19Vanguard Scottsdale FDS
INT-TERM CORP
$3.4M41.7K
1.7%
−0.7%
Reduced · −300 sh
20Home Depot Inc
COM
$3.3M10.0K
1.6%
−6.7%
Reduced · −715 sh
21Wisdomtree TR
US QTLY DIV GRT
$3.2M36.8K
1.6%
−7.7%
Reduced · −3K sh
22Ishares U S ETF TR
SHORT DURATION B
$3.0M58.2K
1.5%
+32%
Added · +14K sh
23Verizon Communications Inc
COM
$2.8M55.6K
1.4%
+36%
Added · +15K sh
24BlackRock ETF Trust II
ISHARES FLEXIBLE
$2.7M52.7K
1.4%
+1.4%
Added · +750 sh
25International Business Machs
COM
$2.7M11.2K
1.4%
+0.2%
Added · +25 sh
26Pinnacle Finl Partners Inc
COM
$2.6M29.6K
1.3%
+5.3%
Added · +1K sh
27Lockheed Martin Corp
COM
$2.5M4.1K
1.3%
−10.0%
Reduced · −458 sh
28Lilly Eli & Co
COM
$2.4M2.6K
1.2%
−7.1%
Reduced · −200 sh
29Chubb Limited
COM
$2.4M7.4K
1.2%
−8.4%
Reduced · −678 sh
30Southern Co
COM
$2.4M24.6K
1.2%
−0.2%
Reduced · −50 sh
31Lowes Cos Inc
COM
$2.3M9.7K
1.1%
−12%
Reduced · −1K sh
32Qualcomm Inc
COM
$2.1M16.3K
1.1%
−9.0%
Reduced · −2K sh
33Procter And Gamble Co
COM
$2.1M14.3K
1.0%
−5.3%
Reduced · −800 sh
34Shell PLC
SPON ADS
$1.9M20.5K
1.0%
−10%
Reduced · −2K sh
35Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.9M24.1K
1.0%
+7.1%
Added · +2K sh
36RTX Corporation
COM
$1.9M9.8K
1.0%
−14%
Reduced · −2K sh
37Bank Amer Corp
COM
$1.7M34.6K
0.8%
−13%
Reduced · −5K sh
38Oracle Corp
COM
$1.7M11.4K
0.8%
−11%
Reduced · −1K sh
39Capital One Finl Corp
COM
$1.6M9.0K
0.8%
−7.2%
Reduced · −702 sh
40NextEra Energy Inc
COM
$1.6M17.3K
0.8%
−2.3%
Reduced · −400 sh
41Norfolk Southern Corp
COM
$1.6M5.5K
0.8%
−13%
Reduced · −831 sh
42Duke Energy Corp New
COM NEW
$1.6M12.0K
0.8%
−5.0%
Reduced · −623 sh
43TJX Cos Inc New
COM
$1.5M9.6K
0.8%
−2.5%
Reduced · −250 sh
44Berkshire Hathaway Inc Del
CL A
$1.4M2
0.7%
Held
45SPDR S&P 500 ETF TR
TR UNIT
$1.3M2.0K
0.6%
Held
46Truist Finl Corp
COM
$1.3M27.2K
0.6%
−7.5%
Reduced · −2K sh
47Ge Aerospace
COM NEW
$1.2M4.4K
0.6%
Held
48Ishares TR
CORE US AGGBD ET
$1.2M12.0K
0.6%
−6.3%
Reduced · −800 sh
49Vanguard Malvern FDS
CORE-PLUS BD ETF
$1.2M15.1K
0.6%
+41%
Added · +4K sh
50Mondelez Intl Inc
COM
$1.2M20.1K
0.6%
−15%
Reduced · −3K sh
Showing 50 of 110 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026110$199.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026105$203.4M13F-HR
Q3 2025Sep 30, 2025Nov 17, 2025104$197.3M13F-HR
Q2 2025Jun 30, 2025Aug 15, 2025105$185.3M13F-HR
Q1 2025Mar 31, 2025May 14, 2025102$177.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202596$169.1M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202492$169.3M13F-HR
Q2 2024Jun 30, 2024Aug 15, 202488$155.5M13F-HR
Q1 2024Mar 31, 2024May 14, 202489$155.9M13F-HR
Q4 2023Dec 31, 2023Feb 15, 202486$145.5M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202379$132.4M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202383$142.1M13F-HR
Q1 2023Mar 31, 2023May 15, 202384$139.2M13F-HR
Q4 2022Dec 31, 2022Feb 3, 202388$136.9M13F-HR
Q3 2022Sep 30, 2022Nov 17, 202282$123.6M13F-HR
Q2 2022Jun 30, 2022Aug 4, 202288$138.7M13F-HR
Q1 2022Mar 31, 2022May 3, 202297$162.9M13F-HR
Q4 2021Dec 31, 2021Feb 4, 202297$170.5M13F-HR
Q3 2021Sep 30, 2021Nov 8, 202196$152.8M13F-HR
Q2 2021Jun 30, 2021Jul 21, 2021102$156.8M13F-HR
Q1 2021Mar 31, 2021May 4, 202197$147.6M13F-HR
Q4 2020Dec 31, 2020Feb 8, 202191$129.1M13F-HR
Q3 2020Sep 30, 2020Nov 2, 202086$116.0M13F-HR
Q2 2020Jun 30, 2020Aug 10, 202083$106.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.