§ 13F · FUND PROFILE
Valley Brook Capital Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.6T (13F)Positions · 115Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$777.4B 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 JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 25K | $12.0T | 8.0% | ±0% |
| 2 | AAPL | APPLE INC | 43K | $11.8T | 7.8% | ±0% |
| 3 | JPM | JPMORGAN CHASE & CO. | 18K | $5.8T | 3.8% | +4% |
| 4 | AVGO | BROADCOM INC | 16K | $5.6T | 3.7% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 29K | $5.5T | 3.6% | ±0% |
| 6 | ABBV | ABBVIE INC | 23K | $5.3T | 3.5% | +1% |
| 7 | HD | HOME DEPOT INC | 13K | $4.5T | 3.0% | +1% |
| 8 | CAT | CATERPILLAR INC | 8K | $4.3T | 2.8% | −1% |
| 9 | AMZN | AMAZON COM INC | 17K | $3.9T | 2.6% | +2% |
| 10 | RTX | RTX CORPORATION | 20K | $3.7T | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALLEY SIGNAL
AC read
Valley Brook Capital Group, Inc. is a Other fund managing $133600.5 trillion in assets. The fund runs a portfolio of 115 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