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

Brooks, Moore & Associates, Inc.

CIK 1767040
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Brooks, Moore & Associates, Inc. holds a diversified book of 114 reported positions worth $222.9M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ishares Expanded Tech-Softwa and trimmed Schwab FNDMN Intl LRG Co ETF. Their largest long position is JPMorgan Chase & Co at 4% of the reported non-option book. Cloning the disclosed picks since 2019 would be +149% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+149.0%
+12.8%/yr · since Feb '19
Their reported book
+160.0%
held from quarter-end
S&P 500
+214.9%
same window
$10K$15K$21K$26K$31KFeb '19Aug '20Feb '22Aug '23Mar '25Sep '26
Brooks, Moore & Associates, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +160.0%, a 11.0-point gap that is the cost of the ~48-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 each quarter's actual reporting lag, ~48 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
35%
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.

Where the money is, by sector

77% mapped to company sectors

ETFs / funds
22%
Information Technology
17%
Health Care
13%
Financials
11%
Industrials
8%
Consumer Staples
7%
Consumer Discretionary
7%
Energy
6%

+4 sectors below the cut, 9% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
Swiss Re Ltd49 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.66 / 80$280.6B
Uhlmann Price Securities, LLC45 / 80$2.5B
New World Advisors LLC42 / 80$528.7M
Independent Investors Inc34 / 80$446.5M
Armstrong Henry H Associates Inc30 / 80$846.2M
Marest Capital, LLC14 / 80$162.5M
Warren Buffett8 / 80$231.7B

Ranked by the share of each fund's own book sitting in the names it shares with Brooks, Moore & Associates, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

114 positions
#SecurityValueShares% PortLast moveHistory
1JPMorgan Chase & Co
COM
$9.3M28.3K
4.2%
+5.2%
Added · +1K sh
2Johnson & Johnson
COM
$8.7M34.4K
3.9%
+8.1%
Added · +3K sh
3Vanguard Index FDS
S & P 500 ETF SHS
$8.6M12.5K
3.9%
+3.3%
Added · +400 sh
4Coca Cola Co
COM
$7.7M94.3K
3.4%
+4.6%
Added · +4K sh
5Microsoft Corp
COM
$7.7M20.5K
3.4%
+12%
Added · +2K sh
6Alphabet Inc
CAP STK CL A
$7.6M21.4K
3.4%
+12%
Added · +2K sh
7JP Morgan Exchange-Traded F
ULTRA SHRT INC
$7.5M148.4K
3.4%
+18%
Added · +23K sh
8Abbvie Inc
COM
$7.3M28.8K
3.3%
+5.2%
Added · +1K sh
9Schwab Strategic TR
FUNDAMENTAL INTL
$7.2M137.0K
3.2%
−0.8%
Reduced · −1K sh
10Cisco Sys Inc
COM
$6.3M53.4K
2.8%
−5.9%
Reduced · −3K sh
11Exxon Mobil Corp
COM
$6.0M43.6K
2.7%
+5.8%
Added · +2K sh
12Apple Inc
COM
$5.8M19.9K
2.6%
+5.0%
Added · +955 sh
13Chevron Corp New
COM
$5.2M31.2K
2.3%
+6.5%
Added · +2K sh
14Walmart Inc
COM
$4.5M39.4K
2.0%
+8.0%
Added · +3K sh
15Abbott Labs
COM
$4.3M47.5K
1.9%
+18%
Added · +7K sh
16Merck & Co Inc
COM
$4.2M32.4K
1.9%
+5.4%
Added · +2K sh
17Pepsico Inc
COM
$3.8M28.4K
1.7%
+11%
Added · +3K sh
18Home Depot Inc
COM
$3.8M10.7K
1.7%
+7.5%
Added · +750 sh
19Wisdomtree TR
US QTLY DIV GRT
$3.5M37.1K
1.6%
+0.8%
Added · +315 sh
20Lilly Eli & Co
COM
$3.4M2.8K
1.5%
+7.4%
Added · +195 sh
21Pinnacle Finl Partners Inc
COM
$3.2M31.8K
1.4%
+7.3%
Added · +2K sh
22International Business Machs
COM
$3.2M11.2K
1.4%
Held
23Ishares U S ETF TR
SHORT DURATION B
$3.1M61.3K
1.4%
+5.3%
Added · +3K sh
24BlackRock ETF Trust II
ISHARES FLEXIBLE
$2.8M52.8K
1.2%
+0.2%
Added · +100 sh
25Chubb Limited
COM
$2.7M8.0K
1.2%
+8.8%
Added · +650 sh
26Vanguard Scottsdale FDS
INT-TERM CORP
$2.6M31.0K
1.1%
−26%
Reduced · −11K sh
27Southern Co
COM
$2.4M24.7K
1.1%
+0.4%
Added · +100 sh
28Lowes Cos Inc
COM
$2.3M10.6K
1.1%
+9.8%
Added · +950 sh
29Lockheed Martin Corp
COM
$2.3M4.6K
1.0%
+11%
Added · +450 sh
30Verizon Communications Inc
COM
$2.3M55.1K
1.0%
−0.8%
Reduced · −469 sh
31Bank Amer Corp
COM
$2.3M39.9K
1.0%
+15%
Added · +5K sh
32Honeywell Intl Inc
COM
$2.3M10.1K
1.0%
−45%
Reduced · −8K sh
33Procter And Gamble Co
COM
$2.2M15.1K
1.0%
+5.6%
Added · +800 sh
34Honeywell Aerospace Inc
COM
$2.2M9.9K
1.0%
Listed
Newly reportable
35Qualcomm Inc
COM
$2.2M11.7K
1.0%
−28%
Reduced · −5K sh
36Capital One Finl Corp
COM
$2.0M10.0K
0.9%
+11%
Added · +1K sh
37RTX Corporation
COM
$2.0M10.5K
0.9%
+7.1%
Added · +700 sh
38Norfolk Southern Corp
COM
$1.9M6.1K
0.9%
+9.6%
Added · +531 sh
39Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.9M23.6K
0.8%
−2.1%
Reduced · −500 sh
40Oracle Corp
COM
$1.8M12.4K
0.8%
+8.3%
Added · +950 sh
41Shell PLC
SPON ADS
$1.8M22.7K
0.8%
+10%
Added · +2K sh
42Ge Aerospace
COM NEW
$1.6M4.4K
0.7%
Held
43Duke Energy Corp New
COM NEW
$1.6M12.5K
0.7%
+4.9%
Added · +588 sh
44Kla Corp
COM NEW
$1.6M5.3K
0.7%
10×
Added · +5K sh
45NextEra Energy Inc
COM
$1.6M17.8K
0.7%
+2.9%
Added · +500 sh
46Berkshire Hathaway Inc Del
CL A
$1.5M2
0.7%
Held
47Truist Finl Corp
COM
$1.5M29.6K
0.7%
+8.8%
Added · +2K sh
48SPDR S&P 500 ETF TR
TR UNIT
$1.5M2.0K
0.7%
Held
49TJX Cos Inc New
COM
$1.5M9.6K
0.7%
Held
50American Express Co
COM
$1.4M4.1K
0.6%
+17%
Added · +600 sh
Showing 50 of 114 positions
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Filing history

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

$222.9M · Q2 2026Q3 2020 · $116.0MQ2 2026 · $222.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202648d114$222.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d110$199.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d105$203.4M13F-HR
Q3 2025Sep 30, 2025Nov 17, 202548d104$197.3M13F-HR
Q2 2025Jun 30, 2025Aug 15, 202546d105$185.3M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d102$177.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d96$169.1M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d92$169.3M13F-HR
Q2 2024Jun 30, 2024Aug 15, 202446d88$155.5M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d89$155.9M13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d86$145.5M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d79$132.4M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202346d83$142.1M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d84$139.2M13F-HR
Q4 2022Dec 31, 2022Feb 3, 202334d88$136.9M13F-HR
Q3 2022Sep 30, 2022Nov 17, 202248d82$123.6M13F-HR
Q2 2022Jun 30, 2022Aug 4, 202235d88$138.7M13F-HR
Q1 2022Mar 31, 2022May 3, 202233d97$162.9M13F-HR
Q4 2021Dec 31, 2021Feb 4, 202235d97$170.5M13F-HR
Q3 2021Sep 30, 2021Nov 8, 202139d96$152.8M13F-HR
Q2 2021Jun 30, 2021Jul 21, 202121d102$156.8M13F-HR
Q1 2021Mar 31, 2021May 4, 202134d97$147.6M13F-HR
Q4 2020Dec 31, 2020Feb 8, 202139d91$129.1M13F-HR
Q3 2020Sep 30, 2020Nov 2, 202033d86$116.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.