Brick & Kyle, Associates
CIK: 0001632253SEC EDGAR →
Portfolio Value
$282.1M
Holdings
60
As of
Q4 2025
New Positions
6
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 163,676 | $30.5M | 10.82% |
| 2 | APPLE INC | 57,726 | $15.7M | 5.56% |
| 3 | MICROSOFT CORP | 27,273 | $13.2M | 4.67% |
| 4 | AMAZON.COM INC | 47,013 | $10.9M | 3.85% |
| 5 | — J P MORGAN CHASE & CO | 32,317 | $10.4M | 3.69% |
| 6 | ADVANCED MICRO DEVIC | 47,641 | $10.2M | 3.62% |
| 7 | VANGUARD INDEX FDS | 39,412 | $10.2M | 3.60% |
| 8 | SPDR REGIONAL BANKING ETF | 146,881 | $9.5M | 3.37% |
| 9 | BROADCOM INC | 23,664 | $8.2M | 2.90% |
| 10 | JOHNSON & JOHNSON | 39,189 | $8.1M | 2.87% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $98.3M | 34.8% |
| Financial Services | 20 | $52.4M | 18.6% |
| Unknown | 9 | $34.6M | 12.3% |
| Healthcare | 6 | $34.3M | 12.1% |
| Industrials | 3 | $17.9M | 6.3% |
| Communication Services | 3 | $13.6M | 4.8% |
| Consumer Cyclical | 1 | $10.9M | 3.8% |
| Utilities | 2 | $9.7M | 3.4% |
| Consumer Defensive | 3 | $7.3M | 2.6% |
| Energy | 1 | $3.4M | 1.2% |