Lowe Brockenbrough & Co Inc holds a diversified book of 329 stocks worth $2.0B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR S&P Soft & Serv ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/22657/holdings"
Use Arkolith to show LOWE BROCKENBROUGH & CO INC's latest holdings, largest changes, and filing provenance.
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.
52% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $169.0M | 258.8K | 8.4% | ▼−11% Reduced · −32K sh | |
| 2 | Ishares TR MSCI ACWI ETF | $88.7M | 641.2K | 4.4% | ▼−1.2% Reduced · −8K sh | |
| 3 | Apple Inc COM | $71.0M | 279.9K | 3.5% | ▲+1.1% Added · +3K sh | |
| 4 | Ishares TR CORE MSCI TOTAL | $63.7M | 735.5K | 3.2% | ▲+4.2% Added · +30K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $58.5M | 913.2K | 2.9% | ▲+4.6% Added · +40K sh | |
| 6 | Microsoft Corp COM | $55.7M | 150.5K | 2.8% | ▲+7.3% Added · +10K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $48.0M | 483.7K | 2.4% | ▲+8.7% Added · +39K sh | |
| 8 | Alphabet Inc CAP STK CL C | $45.2M | 157.5K | 2.3% | ▲+1.4% Added · +2K sh | |
| 9 | Schwab Strategic TR US LCAP GR ETF | $45.1M | 1.55M | 2.2% | ▲+228% Added · +1.1M sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $43.3M | 641.7K | 2.2% | ▲+5.8% Added · +35K sh | |
| 11 | JPMorgan Chase & Co COM | $40.7M | 138.5K | 2.0% | ▲+0.1% Added · +141 sh | |
| 12 | Nvidia Corporation COM | $38.4M | 220.1K | 1.9% | ▲+1.4% Added · +3K sh | |
| 13 | Ishares TR CORE S&P SCP ETF | $32.9M | 264.6K | 1.6% | ▲+3.2% Added · +8K sh | |
| 14 | Exxon Mobil Corp COM | $32.8M | 193.0K | 1.6% | ▼−4.5% Reduced · −9K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $31.3M | 449.4K | 1.6% | ▲+2.5% Added · +11K sh | |
| 16 | Amazon Com Inc COM | $29.9M | 143.5K | 1.5% | ▲+1.2% Added · +2K sh | |
| 17 | Chevron Corporation COM | $27.1M | 131.2K | 1.4% | ▲+0.1% Added · +123 sh | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $23.8M | 926.4K | 1.2% | ▼−2.0% Reduced · −19K sh | |
| 19 | Broadcom Inc COM | $23.7M | 76.7K | 1.2% | ▼−2.1% Reduced · −2K sh | |
| 20 | Vanguard Scottsdale FDS SHORT TERM TREAS | $23.3M | 397.8K | 1.2% | ▲+11% Added · +40K sh | |
| 21 | Meta Platforms Inc CL A | $22.6M | 39.5K | 1.1% | ▲+3.1% Added · +1K sh | |
| 22 | Alphabet Inc CAP STK CL A | $22.4M | 78.0K | 1.1% | ▼−1.4% Reduced · −1K sh | |
| 23 | Vanguard BD Index FDS VANGUARD ULTRA | $21.7M | 435.0K | 1.1% | ▲+6.4% Added · +26K sh | |
| 24 | Vanguard World FD INF TECH ETF | $20.5M | 29.5K | 1.0% | ▲+0.4% Added · +125 sh | |
| 25 | Cisco Sys Inc COM | $20.5M | 263.8K | 1.0% | ▼−0.3% Reduced · −694 sh | |
| 26 | Invesco Exchange Traded FD T S&P500 EQL WGT | $19.8M | 103.3K | 1.0% | ▼−1.6% Reduced · −2K sh | |
| 27 | Applied Matls Inc COM | $19.8M | 57.8K | 1.0% | ▼−2.9% Reduced · −2K sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $19.2M | 29.5K | 1.0% | ▼−1.8% Reduced · −533 sh | |
| 29 | Oracle Corp COM | $18.4M | 124.9K | 0.9% | ▼−1.0% Reduced · −1K sh | |
| 30 | Norfolk Southn Corp COM | $18.2M | 63.2K | 0.9% | ▲+0.2% Added · +139 sh | |
| 31 | Vanguard Scottsdale FDS INTER TERM TREAS | $18.0M | 301.5K | 0.9% | ▲+5.9% Added · +17K sh | |
| 32 | Ishares TR CORE MSCI EAFE | $17.8M | 197.1K | 0.9% | ▼−0.3% Reduced · −641 sh | |
| 33 | Eaton Corp PLC SHS | $17.4M | 48.7K | 0.9% | ▼−0.1% Reduced · −49 sh | |
| 34 | Goldman Sachs Group Inc COM | $17.2M | 20.4K | 0.9% | ▼−0.9% Reduced · −181 sh | |
| 35 | TJX Cos Inc New COM | $16.6M | 104.0K | 0.8% | ▼−0.3% Reduced · −374 sh | |
| 36 | 2023 ETF Series Trust EAGLE CAPITAL SE | $16.6M | 545.1K | 0.8% | —Held | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $16.3M | 27.3K | 0.8% | ▼−0.7% Reduced · −182 sh | |
| 38 | RTX Corporation COM | $16.2M | 83.7K | 0.8% | ▼−1.5% Reduced · −1K sh | |
| 39 | Thermo Fisher Scientific Inc COM | $15.7M | 31.9K | 0.8% | ▼−0.9% Reduced · −287 sh | |
| 40 | Ameriprise Finl Inc COM | $15.0M | 33.9K | 0.8% | ▲+0.6% Added · +198 sh | |
| 41 | Morgan Stanley COM NEW | $14.5M | 88.0K | 0.7% | ▲+0.5% Added · +448 sh | |
| 42 | Duke Energy Corp New COM NEW | $13.3M | 101.7K | 0.7% | ▲+2.1% Added · +2K sh | |
| 43 | Select Sector SPDR TR STATE STREET HEA | $12.3M | 84.2K | 0.6% | ▲+2.7% Added · +2K sh | |
| 44 | Booking Holdings Inc COM | $12.3M | 2.9K | 0.6% | ▼−1.0% Reduced · −31 sh | |
| 45 | Ishares TR INTRM GOV CR ETF | $12.1M | 113.2K | 0.6% | ▼−0.2% Reduced · −256 sh | |
| 46 | Procter & Gamble Co COM | $11.8M | 81.9K | 0.6% | ▲~0% Added · +11 sh | |
| 47 | Johnson & Johnson COM | $11.7M | 47.9K | 0.6% | ▼−3.1% Reduced · −2K sh | |
| 48 | Merck & Co Inc COM | $11.0M | 91.6K | 0.5% | ▼−0.7% Reduced · −648 sh | |
| 49 | PNC Finl Svcs Group Inc COM | $10.9M | 52.6K | 0.5% | ▲+0.5% Added · +261 sh | |
| 50 | Ishares TR EXPANDED TECH | $10.9M | 136.0K | 0.5% | ▲+3.0% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 329 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 332 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 334 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 314 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 264 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 263 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 265 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 258 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 260 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 257 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 260 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 268 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 263 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 260 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 1, 2022 | 250 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 256 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 264 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 253 | $1.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 268 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 222 | $1.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 219 | $1.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 209 | $923.6M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 26, 2020 | 206 | $804.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 204 | $744.0M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.