Arkolith/Funds/Lowe Brockenbrough & Co Inc

Lowe Brockenbrough & Co Inc

CIK 22657
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Lowe Brockenbrough & Co Inc holds a diversified book of 341 reported positions worth $2.2B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Invesco S&P 500 High Dividen and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the reported non-option book.

Opened
22
bought for the first time
+19 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
10
exited the position entirely
+7 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
50%

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

50% mapped to company sectors

ETFs / funds
47%
Information Technology
20%
Financials
8%
Industrials
6%
Health Care
4%
Consumer Discretionary
4%
No sector on file yet
3%
Energy
3%

+5 sectors below the cut, 5% 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 Lowe Brockenbrough & Co Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.11 / 80$4.5B
Swiss Re Ltd41 / 80$1.0B
Roth Financial Partners LLC24 / 80$315.9M
Uhlmann Price Securities, LLC37 / 80$2.5B
New World Advisors LLC46 / 80$539.4M
Planning Project LLC12 / 80$450.7M
Kopp Family Office, LLC11 / 80$136.3M

Ranked by the share of each fund's own book sitting in the names it shares with Lowe Brockenbrough & Co 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.

341 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$190.8M254.8K
8.5%
−1.6%
Reduced · −4K sh
2Ishares TR
MSCI ACWI ETF
$85.1M542.4K
3.8%
−15%
Reduced · −99K sh
3Apple Inc
COM
$79.4M274.5K
3.5%
−1.9%
Reduced · −5K sh
4Ishares TR
CORE MSCI TOTAL
$72.6M760.4K
3.2%
+3.4%
Added · +25K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$67.8M951.6K
3.0%
+4.2%
Added · +38K sh
6Ishares TR
CORE US AGGBD ET
$67.2M678.6K
3.0%
+40%
Added · +195K sh
7Schwab Strategic TR
US LCAP GR ETF
$58.0M1.71M
2.6%
+11%
Added · +166K sh
8Microsoft Corp
COM
$57.4M153.9K
2.6%
+2.2%
Added · +3K sh
9Alphabet Inc
CAP STK CL C
$54.5M154.1K
2.4%
−2.1%
Reduced · −3K sh
10Ishares TR
CORE S&P MCP ETF
$52.0M674.3K
2.3%
+5.1%
Added · +33K sh
11Nvidia Corporation
COM
$45.4M226.8K
2.0%
+3.0%
Added · +7K sh
12JPMorgan Chase & Co
COM
$44.8M136.8K
2.0%
−1.2%
Reduced · −2K sh
13Ishares TR
CORE S&P SCP ETF
$40.2M270.9K
1.8%
+2.4%
Added · +6K sh
14Ishares Inc
CORE MSCI EMKT
$38.3M462.8K
1.7%
+3.0%
Added · +13K sh
15Amazon Com Inc
COM
$34.1M143.2K
1.5%
−0.2%
Reduced · −321 sh
16Vanguard Index FDS
S&P 500 ETF SHS
$32.0M46.6K
1.4%
+71%
Added · +19K sh
17Cisco Sys Inc
COM
$29.4M250.6K
1.3%
−5.0%
Reduced · −13K sh
18Broadcom Inc
COM
$29.4M77.8K
1.3%
+1.4%
Added · +1K sh
19Applied Matls Inc
COM
$28.0M38.8K
1.2%
−33%
Reduced · −19K sh
20Vanguard World FD
INF TECH ETF
$28.0M234.5K
1.2%
+696%
Added · +205K sh
21Alphabet Inc
CAP STK CL A
$27.4M76.7K
1.2%
−1.7%
Reduced · −1K sh
22Exxon Mobil Corp
COM
$26.3M192.1K
1.2%
−0.5%
Reduced · −972 sh
23Schwab Strategic TR
US LRG CAP ETF
$25.9M881.0K
1.2%
−4.9%
Reduced · −45K sh
24Ishares TR
ISHARES SEMICDTR
$23.9M37.3K
1.1%
+14%
Added · +5K sh
25Vanguard Scottsdale FDS
SHORT TERM TREAS
$23.9M410.7K
1.1%
+3.2%
Added · +13K sh
26Meta Platforms Inc
CL A
$23.4M41.5K
1.0%
+5.0%
Added · +2K sh
27Invesco Exchange Traded FD T
S&P500 EQL WGT
$22.7M106.7K
1.0%
+3.2%
Added · +3K sh
28State STR SPDR S&P 500 ETF T
TR UNIT
$22.5M30.1K
1.0%
+2.2%
Added · +640 sh
29Vanguard BD Index FDS
VANGUARD ULTRA
$22.1M443.1K
1.0%
+1.9%
Added · +8K sh
30Eaton Corp PLC
SHS
$20.7M48.5K
0.9%
−0.3%
Reduced · −173 sh
31Goldman Sachs Group Inc
COM
$20.1M19.9K
0.9%
−2.3%
Reduced · −473 sh
32Norfolk Southn Corp
COM
$19.8M62.9K
0.9%
−0.5%
Reduced · −320 sh
33Ishares TR
CORE MSCI EAFE
$18.5M191.3K
0.8%
−2.9%
Reduced · −6K sh
34Vanguard Scottsdale FDS
INTER TERM TREAS
$18.2M308.4K
0.8%
+2.3%
Added · +7K sh
35Oracle Corp
COM
$18.1M123.4K
0.8%
−1.2%
Reduced · −1K sh
36Morgan Stanley
COM NEW
$18.0M85.9K
0.8%
−2.4%
Reduced · −2K sh
37Chevron Corporation
COM
$17.6M106.2K
0.8%
−19%
Reduced · −25K sh
382023 ETF Series Trust
EAGL CAP SEL ETF
$17.5M545.1K
0.8%
Held
39Thermo Fisher Scientific Inc
COM
$16.3M32.5K
0.7%
+1.8%
Added · +580 sh
40TJX Cos Inc New
COM
$15.8M104.2K
0.7%
+0.2%
Added · +219 sh
41Ameriprise Finl Inc
COM
$15.7M34.2K
0.7%
+0.9%
Added · +306 sh
42RTX Corporation
COM
$15.6M82.0K
0.7%
−2.0%
Reduced · −2K sh
43Select Sector SPDR TR
ST STR CARE ETF
$13.9M87.8K
0.6%
+4.3%
Added · +4K sh
44Ishares TR
EXPANDED TECH
$13.6M150.4K
0.6%
+11%
Added · +14K sh
45PNC Finl Svcs Group Inc
COM
$13.1M53.2K
0.6%
+1.2%
Added · +624 sh
46Duke Energy Corp New
COM NEW
$12.9M101.9K
0.6%
+0.3%
Added · +284 sh
47Booking Holdings Inc
COM
$12.9M72.3K
0.6%
25×
Added · +69K sh
48Ishares TR
INTRM GOV CR ETF
$12.2M115.5K
0.5%
+2.0%
Added · +2K sh
49Trane Technologies PLC
SHS
$12.1M24.7K
0.5%
−0.7%
Reduced · −181 sh
50Johnson & Johnson
COM
$12.1M47.7K
0.5%
−0.6%
Reduced · −283 sh
Showing 50 of 341 positions
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Filing history

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

$2.2B · Q2 2026Q3 2020 · $804.3MQ2 2026 · $2.2B

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d341$2.2B13F-HR
Q1 2026Mar 31, 2026May 7, 202637d329$2.0B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d332$2.0B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202536d334$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d314$1.8B13F-HR
Q1 2025Mar 31, 2025May 13, 202543d264$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d263$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 28, 202428d265$1.6B13F-HR
Q2 2024Jun 30, 2024Aug 12, 202443d258$1.5B13F-HR
Q1 2024Mar 31, 2024May 15, 202445d260$1.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d257$1.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d260$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202341d268$1.3B13F-HR
Q1 2023Mar 31, 2023May 12, 202342d263$1.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d260$1.1B13F-HR
Q3 2022Sep 30, 2022Nov 1, 202232d250$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 27, 202227d256$1.1B13F-HR
Q1 2022Mar 31, 2022May 4, 202234d264$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d253$1.4B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d268$1.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202144d222$1.1B13F-HR
Q1 2021Mar 31, 2021May 14, 202144d219$1.0B13F-HR
Q4 2020Dec 31, 2020Feb 4, 202135d209$923.6M13F-HR
Q3 2020Sep 30, 2020Oct 26, 202026d206$804.3M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.