BRIAN LOW FINANCIAL GROUP, LLC
CIK: 0002079080SEC EDGAR →
Portfolio Value
$141.1M
Holdings
116
As of
Q4 2025
New Positions
116
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MANAGER DIRECTED PORTFOLIOS | 657,672 | $18.3M | 12.95% |
| 2 | EXXON MOBIL CORP | 48,938 | $5.9M | 4.17% |
| 3 | MICROSOFT CORP | 11,312 | $5.5M | 3.88% |
| 4 | APPLE INC | 18,795 | $5.1M | 3.62% |
| 5 | JPMORGAN CHASE & CO. | 11,016 | $3.5M | 2.51% |
| 6 | ALPHABET INC | 11,197 | $3.5M | 2.48% |
| 7 | ISHARES TR | 32,731 | $3.1M | 2.23% |
| 8 | BROADCOM INC | 8,943 | $3.1M | 2.19% |
| 9 | ISHARES TR | 31,187 | $3.0M | 2.10% |
| 10 | INTERNATIONAL BUSINESS MACHS | 8,987 | $2.7M | 1.89% |
Quarterly Changes
New Positions (116)
$18.3M · 658K shares
$5.9M · 49K shares
$5.5M · 11K shares
$5.1M · 19K shares
$3.5M · 11K shares
$3.5M · 11K shares
$3.1M · 33K shares
$3.1M · 9K shares
$3.0M · 31K shares
$2.7M · 9K shares
$2.4M · 12K shares
$2.4M · 80K shares
$2.1M · 3K shares
$2.1M · 2K shares
$2.0M · 92K shares
$1.8M · 30K shares
$1.8M · 14K shares
$1.7M · 9K shares
$1.7M · 15K shares
$1.7M · 9K shares
$1.6M · 7K shares
$1.6M · 23K shares
$1.6M · 10K shares
$1.6M · 17K shares
$1.5M · 13K shares
$1.5M · 4K shares
$1.4M · 15K shares
$1.4M · 6K shares
$1.4M · 9K shares
$1.4M · 1K shares
$1.4M · 13K shares
$1.4M · 9K shares
$1.4M · 10K shares
$1.3M · 6K shares
$1.3M · 10K shares
$1.3M · 5K shares
$1.2M · 14K shares
$1.2M · 24K shares
$1.2M · 1K shares
$1.2M · 15K shares
$1.1M · 25K shares
$1.1M · 10K shares
$1.0M · 3K shares
$1.0M · 2K shares
$1.0M · 4K shares
$999K · 4K shares
$981K · 3K shares
$975K · 1K shares
$965K · 20K shares
$905K · 5K shares
$871K · 9K shares
$870K · 15K shares
$861K · 2K shares
$848K · 4K shares
$848K · 4K shares
$847K · 4K shares
$837K · 32K shares
$835K · 25K shares
$823K · 7K shares
$822K · 8K shares
$808K · 13K shares
$801K · 7K shares
$767K · 8K shares
$760K · 5K shares
$731K · 6K shares
$729K · 901 shares
$714K · 9K shares
$663K · 22K shares
$660K · 11K shares
$634K · 7K shares
$594K · 1K shares
$585K · 15K shares
$567K · 4K shares
$533K · 1K shares
$496K · 12K shares
$434K · 6K shares
$417K · 4K shares
$410K · 655 shares
$385K · 561 shares
$383K · 5K shares
$368K · 1K shares
$366K · 8K shares
$346K · 1K shares
$338K · 673 shares
$322K · 471 shares
$308K · 4K shares
$304K · 4K shares
$295K · 4K shares
$288K · 956 shares
$286K · 832 shares
$281K · 4K shares
$281K · 2K shares
$266K · 4K shares
$265K · 862 shares
$265K · 2K shares
$258K · 1K shares
$252K · 9K shares
$252K · 5K shares
$250K · 3K shares
$248K · 4K shares
$246K · 1K shares
$246K · 3K shares
$243K · 840 shares
$237K · 523 shares
$232K · 1K shares
$222K · 2K shares
$221K · 3K shares
$218K · 9K shares
$214K · 2K shares
$212K · 2K shares
$211K · 2K shares
$210K · 2K shares
$206K · 2K shares
$204K · 3K shares
$167K · 46K shares
$25K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $39.9M | 28.3% |
| Technology | 13 | $24.3M | 17.3% |
| Unknown | 6 | $23.0M | 16.3% |
| Consumer Cyclical | 11 | $10.2M | 7.2% |
| Energy | 7 | $9.6M | 6.8% |
| Industrials | 8 | $8.8M | 6.2% |
| Healthcare | 9 | $8.0M | 5.7% |
| Communication Services | 5 | $7.3M | 5.2% |
| Utilities | 6 | $3.6M | 2.5% |
| Basic Materials | 4 | $3.1M | 2.2% |
| Real Estate | 1 | $1.8M | 1.3% |
| Consumer Defensive | 4 | $1.5M | 1.0% |