§ 13F · FUND PROFILE
LOWE BROCKENBROUGH & CO INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1778.5T (13F)Positions · 314Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 291K | $199.1T | 9.8% | +9% |
| 2 | ACWI | ISHARES TR | 649K | $91.8T | 4.5% | −9% |
| 3 | AAPL | APPLE INC | 277K | $75.3T | 3.7% | −1% |
| 4 | MSFT | MICROSOFT CORP | 140K | $67.8T | 3.3% | +3% |
| 5 | IXUS | ISHARES TR | 706K | $59.7T | 2.9% | +8% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 873K | $54.6T | 2.7% | +8% |
| 7 | GOOG | ALPHABET INC | 155K | $48.7T | 2.4% | −1% |
| 8 | JPM | JPMORGAN CHASE & CO. | 138K | $44.6T | 2.2% | −1% |
| 9 | AGG | ISHARES TR | 445K | $44.5T | 2.2% | +17% |
| 10 | NVDA | NVIDIA CORPORATION | 217K | $40.5T | 2.0% | +9% |
§ 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 $1778478.9 trillion in assets. The fund runs a broad portfolio of 314 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed