J. M. Brown & Associates Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2134631
Institutional-grade research for retail investors
Sector Allocation
- Other55.6%$97.1M
- Technology21.2%$37.0M
- Financials13.8%$24.1M
- Healthcare2.3%$4.0M
- Energy2.1%$3.7M
- Consumer Staples1.6%$2.8M
- Consumer Discretionary1.6%$2.8M
- Industrials1.1%$1.9M
- Materials0.4%$728,801
- Utilities0.3%$538,175
Largest positions — Q2 2026
- PROSHARES$7.6M
- SPDR$7.5M
IVZ
$5.7MAAPL
$5.7M- VANGUARD$5.3M
NVDA
$4.6M- $4.3M
- ISHARES$4.0M
- VANGUARD$3.8M
- VANGUARD$3.4M
- VANECK$3.4M
- VANGUARD$3.0M
GOOGL
$2.8M- SPDR$2.5M
- ISHARES$2.3M
- VANGUARD$2.1M
- VANGUARD$2.0M
MSFT
$2.0MBRK.B
$2.0M- VANGUARD$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/j-m-brown-and-associates-inc-2134631
J. M. Brown & Associates Inc. 13F holdings — Q2 2026
$174.7M portfolio · 167 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
- 1
PROSHARES TR - PSHS ULT S&P 500
$7.6M
4.4% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR CONV ETF
$7.5M
4.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
3.3% of stocks
—This quarter-4.3%Since filed1+ qtrsHeld$5.7M
3.3% of stocks
—This quarter+6.9%Since filed1+ qtrsHeld- 5
VANGUARD WORLD FD - MATERIALS ETF
$5.3M
3.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
2.6% of stocks
—This quarter+3.5%Since filed1+ qtrsHeld$4.3M
2.4% of stocks
—This quarter-4.3%Since filed1+ qtrsHeld- 8
ISHARES TR - 0-3 MTH TREASURY
$4.0M
2.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX
$3.8M
2.2% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$3.4M
1.9% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PROSHARES TR - PSHS ULT S&P 500 | $7.6M | 4.4% | — | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR CONV ETF | $7.5M | 4.3% | — | — | — | — | — | |
| 3 | $5.7M | 3.3% | — | -4.3% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $5.7M | 3.3% | — | +6.9% | 1+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD WORLD FD - MATERIALS ETF | $5.3M | 3.0% | — | — | — | — | — | |
| 6 | $4.6M | 2.6% | — | +3.5% | 1+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $4.3M | 2.4% | — | -4.3% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - 0-3 MTH TREASURY | $4.0M | 2.3% | — | — | — | — | — | |
| 9 | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $3.8M | 2.2% | — | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.4M | 1.9% | — | — | — | — | — |
All holdings — J. M. Brown & Associates Inc. (Q2 2026)
167 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANECK ETF TRUST - IG FLOA RATE ETFetf/fund | — | $3.4M | 1.9% | 132K | — | — | — | 13F |
| 12 | — | VANGUARD WORLD FD - ENERGY ETFetf/fund | — | $3.0M | 1.7% | 20K | — | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $2.8M | 1.6% | 7,791 | — | 1+ qtrs | 77.7 | 13F | |
| 14 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $2.5M | 1.4% | 28K | — | — | — | 13F |
| 15 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $2.3M | 1.3% | 29K | — | — | — | 13F |
| 16 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.1M | 1.2% | 17K | — | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $2.0M | 1.1% | 8,210 | — | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $2.0M | 1.1% | 5,289 | — | 1+ qtrs | 79.8 | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $2.0M | 1.1% | 3,901 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD WORLD FD - COMM SRVC ETFetf/fund | — | $1.9M | 1.1% | 10K | — | — | — | 13F |
| 21 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETFetf/fund | — | $1.9M | 1.1% | 21K | — | — | — | 13F |
| 22 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $1.8M | 1.0% | 24K | — | — | — | 13F |
| 23 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETFetf/fund | — | $1.8M | 1.0% | 24K | — | — | — | 13F |
| 24 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX Fetf/fund | — | $1.8M | 1.0% | 22K | — | — | — | 13F |
| 25 | Invesco Ltd. | Financials | $1.8M | 1.0% | 8,300 | — | 1+ qtrs | — | 13F | |
| 26 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.6M | 0.9% | 5,385 | — | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.9% | 12K | — | |||
| 28 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5M | 0.9% | 10K | — | |||
| 29 | $DELL | Dell Technologies Inc. | Technology | $1.5M | 0.9% | 3,479 | — | |||
| 30 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.8% | 3,429 | — | |||
| 31 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $1.4M | 0.8% | 14K | — | |||
| 32 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 0.7% | 2,184 | — | |||
| 33 | — | DIREXION SHARES ETF TRUST - DAI ENE BUL ETF | — | $1.3M | 0.7% | 17K | — | |||
| 34 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $1.2M | 0.7% | 14K | — | |||
| 35 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $1.2M | 0.7% | 39K | — | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.7% | 7,367 | — | |||
| 37 | $PM | Philip Morris International Inc. | Consumer Staples | $1.2M | 0.7% | 6,534 | — | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.7% | 942 | — | |||
| 39 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.7% | 4,733 | — | |||
| 40 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.6% | 562 | — | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.6% | 2,940 | — | |||
| 42 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.1M | 0.6% | 8,610 | — | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.6% | 12K | — | |||
| 44 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1M | 0.6% | 1,436 | — | |||
| 45 | $KLAC | KLA CORP | Technology | $1.1M | 0.6% | 3,567 | — | |||
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.1M | 0.6% | 29K | — | |||
| 47 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.6% | 897 | — | |||
| 48 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.0M | 0.6% | 14K | — | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.6% | 2,391 | — | |||
| 50 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1000K | 0.6% | 11K | — | |||
| 51 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $973K | 0.6% | 8,240 | — | |||
| 52 | — | VANGUARD FIXED INCOME SECS F - HIGH-YIELD ACTV | — | $956K | 0.6% | 13K | — | |||
| 53 | $IAUM | iShares Gold Trust Micro | Financials | $956K | 0.6% | 24K | — | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $949K | 0.5% | 11K | — | |||
| 55 | $ALAB | Astera Labs, Inc. | Technology | $922K | 0.5% | 1,909 | — | |||
| 56 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $915K | 0.5% | 18K | — | |||
| 57 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $907K | 0.5% | 15K | — | |||
| 58 | — | TIDAL TRUST I - SP FDS S&P 500 | — | $903K | 0.5% | 16K | — | |||
| 59 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $886K | 0.5% | 1,225 | — | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $837K | 0.5% | 4,920 | — | |||
| 61 | — | CALAMOS ETF TR - AUTOC INCOM ETF | — | $835K | 0.5% | 31K | — | |||
| 62 | $IVZ | Invesco Ltd. | Financials | $825K | 0.5% | 13K | — | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $819K | 0.5% | 7,760 | — | |||
| 64 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $819K | 0.5% | 16K | — | |||
| 65 | — | ISHARES TR - TRS FLT RT BD | — | $817K | 0.5% | 16K | — | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $816K | 0.5% | 3,242 | — | |||
| 67 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $814K | 0.5% | 1,241 | — | |||
| 68 | $KEYS | Keysight Technologies, Inc. | Technology | $797K | 0.5% | 2,277 | — | |||
| 69 | $INTC | INTEL CORP | Technology | $796K | 0.5% | 5,704 | — | |||
| 70 | — | ISHARES TR - MSCI USA MMENTM | — | $789K | 0.5% | 2,302 | — | |||
| 71 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | — | $755K | 0.4% | 3,271 | — | |||
| 72 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.4% | 1 | — | |||
| 73 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $740K | 0.4% | 10K | — | |||
| 74 | — | ISHARES TR - RUS TP200 GR ETF | — | $728K | 0.4% | 2,506 | — | |||
| 75 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $726K | 0.4% | 986 | — | |||
| 76 | $CMI | CUMMINS INC | Industrials | $723K | 0.4% | 1,014 | — | |||
| 77 | — | ISHARES TR - MORNINGSTAR GRWT | — | $716K | 0.4% | 6,119 | — | |||
| 78 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $715K | 0.4% | 4,244 | — | |||
| 79 | — | ISHARES TR - ISHARES SEMICDTR | — | $704K | 0.4% | 1,099 | — | |||
| 80 | $MRVL | Marvell Technology, Inc. | Technology | $703K | 0.4% | 2,360 | — | |||
| 81 | $PANW | Palo Alto Networks Inc | Technology | $699K | 0.4% | 2,051 | — | |||
| 82 | — | SP FUNDS TRUST - S&P WORLD EX US | — | $690K | 0.4% | 20K | — | |||
| 83 | — | PIMCO ETF TR - MULTISECTOR BD | — | $684K | 0.4% | 26K | — | |||
| 84 | $CVX | CHEVRON CORP | Energy | $682K | 0.4% | 4,115 | — | |||
| 85 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $679K | 0.4% | 20K | — | |||
| 86 | — | ISHARES TR - ULTRA SHORT DUR | — | $664K | 0.4% | 13K | — | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $662K | 0.4% | 1,176 | — | |||
| 88 | — | ISHARES TR - FLTG RATE NT ETF | — | $650K | 0.4% | 13K | — | |||
| 89 | — | PROSHARES TR - S&P 500 DV ARIST | — | $631K | 0.4% | 11K | — | |||
| 90 | $ON | ON SEMICONDUCTOR CORP | Technology | $631K | 0.4% | 6,675 | — | |||
| 91 | $OKE | ONEOK INC /NEW/ | Energy | $620K | 0.3% | 7,126 | — | |||
| 92 | $FLEX | FLEX LTD. | Technology | $619K | 0.3% | 3,817 | — | |||
| 93 | — | PACER FDS TR - GLOBL CASH ETF | — | $614K | 0.3% | 14K | — | |||
| 94 | $GS | GOLDMAN SACHS GROUP INC | Financials | $604K | 0.3% | 6,035 | — | |||
| 95 | $MTZ | MASTEC INC | Energy | $585K | 0.3% | 1,406 | — | |||
| 96 | — | PROSHARES TR - ULTRPRO S&P500 | — | $573K | 0.3% | 4,038 | — | |||
| 97 | $JNJ | JOHNSON & JOHNSON | Healthcare | $562K | 0.3% | 2,214 | — | |||
| 98 | $NOK | NOKIA CORP | Technology | $560K | 0.3% | 42K | — | |||
| 99 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $553K | 0.3% | 1,157 | — | |||
| 100 | $V | VISA INC. | Financials | $549K | 0.3% | 1,599 | — | |||
| 101 | $GOOG | Alphabet Inc. | Technology | $544K | 0.3% | 1,541 | — | |||
| 102 | $SII | SPROTT INC. | Financials | $544K | 0.3% | 4,839 | — | |||
| 103 | $GLD | SPDR GOLD TRUST | Financials | $533K | 0.3% | 1,447 | — | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $529K | 0.3% | 5,633 | — | |||
| 105 | $VRT | Vertiv Holdings Co | Technology | $519K | 0.3% | 1,549 | — | |||
| 106 | — | VANECK ETF TRUST - CLO ETF | — | $511K | 0.3% | 9,646 | — | |||
| 107 | $NVS | NOVARTIS AG | Healthcare | $504K | 0.3% | 3,213 | — | |||
| 108 | $CME | CME GROUP INC. | Financials | $499K | 0.3% | 2,261 | — | |||
| 109 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $473K | 0.3% | 9,550 | — | |||
| 110 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $460K | 0.3% | 669 | — | |||
| 111 | $GLW | CORNING INC /NY | Materials | $459K | 0.3% | 1,797 | — | |||
| 112 | $STX | Seagate Technology Holdings plc | Technology | $437K | 0.3% | 453 | — | |||
| 113 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $429K | 0.3% | 8,500 | — | |||
| 114 | — | VIRTUS ETF TR II - SEIX SR LN ETF | — | $425K | 0.2% | 18K | — | |||
| 115 | — | ETF OPPORTUNITIES TRUST - TAPPALPHA S&P | — | $425K | 0.2% | 17K | — | |||
| 116 | — | ISHARES TR - MSCI USA QLT FCT | — | $419K | 0.2% | 1,910 | — | |||
| 117 | — | ETFIS SER TR I - VIRTUS INFRCAP | — | $413K | 0.2% | 20K | — | |||
| 118 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $410K | 0.2% | 6,646 | — | |||
| 119 | $WDC | WESTERN DIGITAL CORP | Technology | $400K | 0.2% | 627 | — | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $397K | 0.2% | 373 | — | |||
| 121 | $MRK | Merck & Co., Inc. | Healthcare | $382K | 0.2% | 2,974 | — | |||
| 122 | $SNDK | Sandisk Corp | Technology | $380K | 0.2% | 167 | — | |||
| 123 | $TER | TERADYNE, INC | Technology | $378K | 0.2% | 781 | — | |||
| 124 | $WRB | BERKLEY W R CORP | Financials | $374K | 0.2% | 5,301 | — | |||
| 125 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $370K | 0.2% | 1,050 | — | |||
| 126 | — | ISHARES TR - 20 YR TR BD ETF | — | $366K | 0.2% | 4,231 | — | |||
| 127 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $360K | 0.2% | 14K | — | |||
| 128 | — | ISHARES TR - RUS MDCP VAL ETF | — | $356K | 0.2% | 2,163 | — | |||
| 129 | — | ISHARES TR - RUS 2000 VAL ETF | — | $355K | 0.2% | 1,606 | — | |||
| 130 | $JBL | JABIL INC | Technology | $344K | 0.2% | 893 | — | |||
| 131 | $TXN | TEXAS INSTRUMENTS INC | Technology | $341K | 0.2% | 1,144 | — | |||
| 132 | — | ISHARES INC - CORE MSCI EMKT | — | $340K | 0.2% | 4,103 | — | |||
| 133 | — | EA SERIES TRUST - CAMBRIA GLOBAL E | — | $337K | 0.2% | 6,581 | — | |||
| 134 | $LMT | LOCKHEED MARTIN CORP | Industrials | $328K | 0.2% | 643 | — | |||
| 135 | $DUK | Duke Energy CORP | Utilities | $326K | 0.2% | 2,575 | — | |||
| 136 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $317K | 0.2% | 6,274 | — | |||
| 137 | $HPE | Hewlett Packard Enterprise Co | Technology | $316K | 0.2% | 7,008 | — | |||
| 138 | $CSCO | CISCO SYSTEMS, INC. | Technology | $316K | 0.2% | 2,686 | — | |||
| 139 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $302K | 0.2% | 2,393 | — | |||
| 140 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | — | $300K | 0.2% | 3,723 | — | |||
| 141 | $PWR | QUANTA SERVICES, INC. | Industrials | $274K | 0.2% | 381 | — | |||
| 142 | $B | BARRICK MINING CORP | Materials | $270K | 0.1% | 7,345 | — | |||
| 143 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $264K | 0.1% | 636 | — | |||
| 144 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $263K | 0.1% | 1,542 | — | |||
| 145 | — | PACER FDS TR - US CASH COWS 100 | — | $257K | 0.1% | 4,124 | — | |||
| 146 | — | AMERICAN CENTY ETF TR - AVANTIS ALL INT | — | $254K | 0.1% | 3,080 | — | |||
| 147 | $MCD | MCDONALDS CORP | Consumer Discretionary | $253K | 0.1% | 936 | — | |||
| 148 | — | VANGUARD INDEX FDS - VALUE ETF | — | $248K | 0.1% | 1,138 | — | |||
| 149 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $244K | 0.1% | 914 | — | |||
| 150 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $237K | 0.1% | 1,618 | — |
Email me the moment this fund files its next 13FPro
Is it too late to follow J. M. Brown & Associates?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of J. M. Brown & Associates's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
J. M. Brown & Associates Inc. disclosed 167 positions worth $174.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 167 new positions and exited 0. The portfolio is most concentrated in Other (55.6% of disclosed assets). All figures are sourced directly from J. M. Brown & Associates Inc.’s Form 13F-HR filing with the SEC under CIK 2134631.
Funds like this
managers whose biggest positions overlap J. M. Brown & Associates'sRafferty Asset Management, LLC$43.92B 13F book · 5 shared top holdingsKLACASMLALABMRVLFACTORY MUTUAL INSURANCE CO$10.64B 13F book · 5 shared top holdingsASMLKLACPMCRWDTODD ASSET MANAGEMENT LLC$5.63B 13F book · 4 shared top holdingsDELLKLACMOCMIBEESE FULMER INVESTMENT MANAGEMENT, INC.$1.76B 13F book · 4 shared top holdingsDELLPMKLACCMIBlue Chip Partners, LLC$1.58B 13F book · 4 shared top holdingsPMASMLCRWDKLACHOWE & RUSLING INC$1.72B 13F book · 4 shared top holdingsKLACCRWDPMASML
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: J. M. Brown & Associates Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For J. M. Brown & Associates Inc. (SEC CIK: 2134631), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in J. M. Brown & Associates Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.