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Home > Institutional Investor > Brooks, Moore & Associates, Inc. > Profile

Instuitional Investor - Brooks, Moore & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Brooks, Moore & Associates, Inc.
Portfolio Value $222,921,439
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 28,264 $9,251,655 4.15%
2.
Johnson & Johnson
 JNJ 34,417 $8,741,134 3.92%
3.
Vanguard Index Fds - S & P 500 ETF SHS
 12,533 $8,607,790 3.86%
4.
Coca Cola Co
 KO 94,254 $7,660,023 3.44%
5.
Microsoft Corp
 MSFT 20,529 $7,657,728 3.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.