§ 13F · FUND PROFILE
J. M. Brown & Associates Inc..
AUM · $175M (13F)Positions · 167Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$175M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SSO | PROSHARES TR | 113K | $8M | 4.4% | NEW |
| 2 | CWB | SPDR SERIES TRUST | 70K | $8M | 4.3% | NEW |
| 3 | RPG | INVESCO EXCHANGE TRADED FD T | 90K | $6M | 3.3% | NEW |
| 4 | AAPL | APPLE INC | 20K | $6M | 3.3% | NEW |
| 5 | VAW | VANGUARD WORLD FD | 23K | $5M | 3.0% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 23K | $5M | 2.6% | NEW |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 14K | $4M | 2.4% | NEW |
| 8 | SGOV | ISHARES TR | 39K | $4M | 2.3% | NEW |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | 31K | $4M | 2.2% | NEW |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 57K | $3M | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE J. SIGNAL
AC read
J. M. Brown & Associates Inc. is a institutional fund managing $175 million in assets. The fund runs a portfolio of 167 positions.
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