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Home > Institutional Investor > J. M. Brown & Associates Inc. > Profile

Instuitional Investor - J. M. Brown & Associates Inc.

Fund Profile
Filing Period:
Fund Name: J. M. Brown & Associates Inc.
Portfolio Value $174,748,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Trust
 TQQQ 113,430 $7,642,891 4.37%
2.
Spdr Series Trust
 KRE 69,628 $7,507,297 4.3%
3.
Invesco Exchange Traded Fd T - S&P500 PUR GWT
 89,879 $5,738,780 3.28%
4.
Apple Inc.
 AAPL 19,764 $5,718,906 3.27%
5.
Vanguard World Fund
 VGT 23,253 $5,319,950 3.04%
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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