Arkolith/Funds/Valley Brook Capital Group, Inc.

Valley Brook Capital Group, Inc.

CIK 1851418
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Valley Brook Capital Group, Inc. holds a diversified book of 120 stocks worth $176.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Home Depot Inc. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Valley Brook Capital Group, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
71
existing
Trimmed
19
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.2%
+16.9%/yr · since Oct '24
Their reported book
+22.2%
held from quarter-end
S&P 500
+32.3%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Valley Brook Capital Group, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 9.1 points over this window.

Growth of $10,000 cloning Valley Brook Capital Group, 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
24%
Top 10 holdings
38%
Top 20 holdings
56%

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

Direct sector allocation

93% mapped to company sectors

Information Technology
38%
Industrials
16%
Consumer Discretionary
11%
Financials
9%
Health Care
9%
ETF / fund or unclassified
7%
Utilities
3%
Energy
3%

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 Valley Brook Capital Group, Inc.

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$14.0B
Kestra Advisory Services, LLC80 / 80$6.7B
IFP Advisors, Inc80 / 80$1.2B
KESTRA PRIVATE WEALTH SERVICES, LLC79 / 80$2.8B
J.W. COLE ADVISORS, INC.79 / 80$1.6B
Blue Trust, Inc.79 / 80$556.1M
BENJAMIN EDWARDS INC78 / 80$2.7B
Merit Financial Group, LLC78 / 80$2.6B

Ranked by how many of Valley Brook Capital Group, 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.

120 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$12.6M43.4K
7.1%
+1.1%
Added · +495 sh
2Microsoft Corp
COM
$9.5M25.5K
5.4%
+1.2%
Added · +296 sh
3Caterpillar Inc
COM
$8.2M7.7K
4.7%
+1.7%
Added · +132 sh
4JPMorgan Chase & Co
COM
$6.1M18.8K
3.5%
+1.4%
Added · +258 sh
5Nvidia Corporation
COM
$6.1M30.5K
3.5%
+1.6%
Added · +486 sh
6Broadcom Inc
COM
$6.1M16.1K
3.5%
+0.1%
Added · +25 sh
7Abbvie Inc
COM
$5.8M23.1K
3.3%
+0.8%
Added · +183 sh
8Home Depot Inc
COM
$4.7M13.5K
2.7%
−1.4%
Reduced · −199 sh
9Amazon Com Inc
COM
$4.3M18.1K
2.5%
+3.0%
Added · +532 sh
10Alphabet Inc
CAP STK CL C
$4.0M11.3K
2.3%
+3.0%
Added · +325 sh
11RTX Corporation
COM
$3.8M20.0K
2.1%
+0.1%
Added · +16 sh
12Union Pac Corp
COM
$3.7M13.7K
2.1%
+0.3%
Added · +36 sh
13Deere & Co
COM
$3.3M5.2K
1.9%
+0.3%
Added · +16 sh
14Kla Corp
COM NEW
$3.3M10.9K
1.9%
10×
Added · +10K sh
15Walmart Inc
COM
$3.1M27.2K
1.7%
−0.3%
Reduced · −74 sh
16Lam Research Corp
COM NEW
$3.0M7.0K
1.7%
+2.3%
Added · +160 sh
17Johnson & Johnson
COM
$2.9M11.5K
1.7%
+5.1%
Added · +560 sh
18Costco Wholesale Corporation
COM
$2.9M3.1K
1.6%
+2.3%
Added · +70 sh
19Ge Aerospace
COM NEW
$2.9M7.7K
1.6%
+8.7%
Added · +620 sh
20Visa Inc
COM CL A
$2.7M7.8K
1.5%
+2.0%
Added · +156 sh
21ASML Hldg NV
N Y REGISTRY SHS
$2.6M1.3K
1.5%
+21%
Added · +223 sh
22PNC Finl Svcs Group Inc
COM
$2.5M10.4K
1.4%
~0%
Added · +1 sh
23Alphabet Inc
CAP STK CL A
$2.4M6.7K
1.4%
+7.3%
Added · +452 sh
24Invesco Exchange Traded FD T
SEMICONDUCTORS
$2.1M11.4K
1.2%
+3.7%
Added · +405 sh
25TJX Cos Inc New
COM
$2.0M13.3K
1.1%
+2.9%
Added · +380 sh
26Taiwan Semiconductor Manufac
SPONSORED ADS
$2.0M4.2K
1.1%
+9.2%
Added · +350 sh
27Eli Lilly & Co
COM
$1.9M1.6K
1.1%
+4.8%
Added · +75 sh
28Exxon Mobil Corp
COM
$1.9M14.0K
1.1%
+0.5%
Added · +66 sh
29Meta Platforms Inc
CL A
$1.8M3.2K
1.0%
+6.8%
Added · +203 sh
30McDonalds Corp
COM
$1.8M6.5K
1.0%
−4.0%
Reduced · −275 sh
31Crowdstrike Hldgs Inc
CL A
$1.7M2.3K
1.0%
+4.6%
Added · +100 sh
32Berkshire Hathaway Inc Del
CL B NEW
$1.7M3.4K
1.0%
+0.6%
Added · +20 sh
33Palo Alto Networks Inc
COM
$1.7M4.9K
0.9%
+9.6%
Added · +430 sh
34Illinois Tool WKS Inc
COM
$1.6M5.8K
0.9%
+0.4%
Added · +25 sh
35Amgen Inc
COM
$1.5M4.2K
0.9%
+0.6%
Added · +25 sh
36Micron Technology Inc
COM
$1.5M1.3K
0.9%
+36%
Added · +350 sh
37Marathon Pete Corp
COM
$1.5M5.9K
0.9%
+1.4%
Added · +80 sh
38Thermo Fisher Scientific Inc
COM
$1.5M3.0K
0.9%
−2.3%
Reduced · −70 sh
39Ge Vernova Inc
COM
$1.3M1.1K
0.7%
+12%
Added · +120 sh
40Astera Labs Inc
COM
$1.3M2.6K
0.7%
+12%
Added · +275 sh
41NextEra Energy Inc
COM
$1.2M14.1K
0.7%
+0.6%
Added · +90 sh
42Chevron Corporation
COM
$1.2M7.4K
0.7%
+0.2%
Added · +13 sh
43Lockheed Martin Corp
COM
$1.2M2.4K
0.7%
+1.9%
Added · +45 sh
44Targa Res Corp
COM
$1.1M4.0K
0.6%
+9.7%
Added · +355 sh
45Automatic Data Processing In
COM
$1.0M4.7K
0.6%
−2.1%
Reduced · −100 sh
46Mastercard Incorporated
CL A
$1.0M2.0K
0.6%
+0.8%
Added · +15 sh
47Procter & Gamble Co
COM
$982K6.7K
0.6%
Held
48Carrier Global Corporation
COM
$973K13.3K
0.6%
−2.6%
Reduced · −350 sh
49Pepsico Inc
COM
$895K6.6K
0.5%
−2.9%
Reduced · −200 sh
50Abbott Laboratories
COM
$857K9.4K
0.5%
−8.5%
Reduced · −875 sh
Showing 50 of 120 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026120$176.3M13F-HR
Q1 2026Mar 31, 2026May 8, 2026112$149.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026120$151.1M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025124$148.8M13F-HR
Q2 2025Jun 30, 2025Jul 25, 2025115$133.6M13F-HR
Q1 2025Mar 31, 2025May 13, 2025111$127.4M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025113$133.9M13F-HR
Q3 2024Sep 30, 2024Oct 31, 2024117$139.2M13F-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.