J. M. Brown & Associates Inc. holds a diversified book of 167 reported positions worth $174.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). Their largest long position is Proshares Ultra S&P500 at 4% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning J. M. Brown & Associates Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
+4 sectors below the cut, 3% 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.
Other tracked managers holding the same core names as J. M. Brown & Associates Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 50 / 80 | $278.8B |
| Uhlmann Price Securities, LLC | 28 / 80 | $2.4B |
| Integrated Financial Solutions, Inc. | 13 / 80 | $148.4M |
| Howard Hughes Medical Institute | 14 / 80 | $356.0M |
| Ebert Capital Management Inc. | 11 / 80 | $81.0M |
| Copos Capital B.V. | 14 / 80 | $561.4M |
| Ketron Financial | 16 / 80 | $243.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $348.6M |
Ranked by the share of each fund's own book sitting in the names it shares with J. M. Brown & 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Proshares TR PSHS ULT S&P 500 | $7.6M | 113.4K | 4.4% | ▲New New position | |
| 2 | SPDR Series Trust ST STR CONV ETF | $7.5M | 69.6K | 4.3% | ▲New New position | |
| 3 | Invesco Exchange Traded FD T S&P500 PUR GWT | $5.7M | 89.9K | 3.3% | ▲New New position | |
| 4 | Apple Inc COM | $5.7M | 19.8K | 3.3% | ▲New New position | |
| 5 | Vanguard World FD MATERIALS ETF | $5.3M | 23.3K | 3.0% | ▲New New position | |
| 6 | Nvidia Corporation COM | $4.6M | 22.8K | 2.6% | ▲New New position | |
| 7 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.3M | 14.0K | 2.4% | ▲New New position | |
| 8 | Ishares TR 0-3 MTH TREASURY | $4.0M | 39.4K | 2.3% | ▲New New position | |
| 9 | Vanguard Scottsdale FDS VNG RUS2000IDX | $3.8M | 31.1K | 2.2% | ▲New New position | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.4M | 56.7K | 1.9% | ▲New New position | |
| 11 | Vaneck ETF Trust IG FLOA RATE ETF | $3.4M | 131.8K | 1.9% | ▲New New position | |
| 12 | Vanguard World FD ENERGY ETF | $3.0M | 20.3K | 1.7% | ▲New New position | |
| 13 | Alphabet Inc CAP STK CL A | $2.8M | 7.8K | 1.6% | ▲New New position | |
| 14 | SPDR Series Trust ST STR P500ETF | $2.5M | 28.0K | 1.4% | ▲New New position | |
| 15 | Ishares TR IBOXX HI YD ETF | $2.3M | 29.1K | 1.3% | ▲New New position | |
| 16 | Vanguard World FD INF TECH ETF | $2.1M | 17.4K | 1.2% | ▲New New position | |
| 17 | Vanguard Index FDS SM CP VAL ETF | $2.0M | 8.2K | 1.1% | ▲New New position | |
| 18 | Microsoft Corp COM | $2.0M | 5.3K | 1.1% | ▲New New position | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $2.0M | 3.9K | 1.1% | ▲New New position | |
| 20 | Vanguard World FD COMM SRVC ETF | $1.9M | 10.3K | 1.1% | ▲New New position | |
| 21 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.9M | 21.1K | 1.1% | ▲New New position | |
| 22 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.8M | 24.1K | 1.0% | ▲New New position | |
| 23 | American Centy ETF TR AVAN US SMAL ETF | $1.8M | 24.5K | 1.0% | ▲New New position | |
| 24 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.8M | 21.6K | 1.0% | ▲New New position | |
| 25 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.8M | 8.3K | 1.0% | ▲New New position | |
| 26 | Vanguard Index FDS MCAP GR IDXVIP | $1.6M | 5.4K | 0.9% | ▲New New position | |
| 27 | Exxon Mobil Corp COM | $1.6M | 11.7K | 0.9% | ▲New New position | |
| 28 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.4K | 0.9% | ▲New New position | |
| 29 | Dell Technologies Inc CL C | $1.5M | 3.5K | 0.9% | ▲New New position | |
| 30 | Lam Research Corp COM NEW | $1.5M | 3.4K | 0.9% | ▲New New position | |
| 31 | American Centy ETF TR AVANTIS EMGMKT | $1.4M | 14.4K | 0.8% | ▲New New position | |
| 32 | Advanced Micro Devices Inc COM | $1.3M | 2.2K | 0.7% | ▲New New position | |
| 33 | Direxion Shares ETF Trust DAI ENE BUL ETF | $1.3M | 16.5K | 0.7% | ▲New New position | |
| 34 | Vanguard World FD MEGA GRWTH IND | $1.2M | 13.9K | 0.7% | ▲New New position | |
| 35 | Litman Gregory FDS TR IMGP DBI MAN ETF | $1.2M | 38.9K | 0.7% | ▲New New position | |
| 36 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.2M | 7.4K | 0.7% | ▲New New position | |
| 37 | Philip Morris Intl Inc COM | $1.2M | 6.5K | 0.7% | ▲New New position | |
| 38 | Eli Lilly & Co COM | $1.1M | 942 | 0.6% | ▲New New position | |
| 39 | Amazon Com Inc COM | $1.1M | 4.7K | 0.6% | ▲New New position | |
| 40 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 562 | 0.6% | ▲New New position | |
| 41 | Broadcom Inc COM | $1.1M | 2.9K | 0.6% | ▲New New position | |
| 42 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.1M | 8.6K | 0.6% | ▲New New position | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.1M | 12.2K | 0.6% | ▲New New position | |
| 44 | Crowdstrike Hldgs Inc CL A | $1.1M | 1.4K | 0.6% | ▲New New position | |
| 45 | Kla Corp COM NEW | $1.1M | 3.6K | 0.6% | ▲New New position | |
| 46 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.1M | 29.0K | 0.6% | ▲New New position | |
| 47 | Micron Technology Inc COM | $1.0M | 897 | 0.6% | ▲New New position | |
| 48 | Vanguard BD Index FDS TOTAL BND MRKT | $1.0M | 14.0K | 0.6% | ▲New New position | |
| 49 | Tesla Inc COM | $1.0M | 2.4K | 0.6% | ▲New New position | |
| 50 | SPDR Series Trust ST STR BLO 1 ETF | $1000K | 10.9K | 0.6% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show J. M. Brown & Associates Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 167 | $174.7M | 13F-HR |
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.