§ 13F · FUND PROFILE
LOWE BROCKENBROUGH & CO INC.
AUM · $2.2B (13F)Positions · 341Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 255K | $191M | 8.5% | −2% |
| 2 | ACWI | ISHARES TR | 542K | $85M | 3.8% | −15% |
| 3 | AAPL | APPLE INC | 274K | $79M | 3.5% | −2% |
| 4 | IXUS | ISHARES TR | 760K | $73M | 3.2% | +3% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 952K | $68M | 3.0% | +4% |
| 6 | AGG | ISHARES TR | 679K | $67M | 3.0% | +40% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 1.71M | $58M | 2.6% | +11% |
| 8 | MSFT | MICROSOFT CORP | 154K | $57M | 2.6% | +2% |
| 9 | GOOG | ALPHABET INC | 154K | $54M | 2.4% | −2% |
| 10 | IJH | ISHARES TR | 674K | $52M | 2.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOWE SIGNAL
AC read
LOWE BROCKENBROUGH & CO INC is a Other fund managing $2.2 billion in assets. The fund runs a broad portfolio of 341 positions.
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