Brucke Financial, Inc.
Net buyer this quarter
$225M
140
+$2.43M
19.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $7.66M | 3.40% | 0.00% | +2.5% | Q4 2024 |
 AAPL | $6.52M | 2.90% | 0.00% | +2.6% | Q4 2024 |
 GOOGL | $5.89M | 2.62% | 0.00% | +2.6% | Q4 2024 |
 AMZN | $5.27M | 2.34% | 0.00% | -2.2% | Q4 2024 |
 META | $4.27M | 1.90% | Not reported | +11.8% | Q4 2024 |
 MSFT | $3.92M | 1.74% | 0.00% | +12.8% | Q4 2024 |
 WMT | $3.18M | 1.42% | 0.00% | +1.6% | Q4 2024 |
 CAT | $2.69M | 1.19% | 0.00% | -3.4% | Q4 2024 |
 AVGO | $2.35M | 1.05% | 0.00% | +7.6% | Q4 2024 |
 BRK.B | $1.95M | 0.86% | Not reported | +0.9% | Q4 2024 |
 MU | $1.76M | 0.78% | 0.00% | +10.6% | Q3 2025 |
 JPM | $1.75M | 0.78% | 0.00% | -0.3% | Q4 2024 |
 AMAT | $1.52M | 0.68% | 0.00% | +0.1% | Q4 2024 |
 TSLA | $1.5M | 0.67% | 0.00% | +13.6% | Q4 2024 |
 ASML | $1.46M | 0.65% | 0.00% | -3.9% | Q4 2024 |
 LLY | $1.44M | 0.64% | 0.00% | -1.7% | Q4 2024 |
 LRCX | $1.4M | 0.62% | 0.00% | +1.1% | Q4 2024 |
 AMD | $1.39M | 0.62% | 0.00% | -3.6% | Q4 2024 |
 BAC | $1.2M | 0.53% | 0.00% | -18.4% | Q4 2024 |
 WFC | $1.16M | 0.52% | 0.00% | -3.4% | Q4 2024 |
 JNJ | $1.09M | 0.49% | 0.00% | +2.3% | Q4 2024 |
 INTC | $992K | 0.44% | 0.00% | -13.7% | Q1 2026 |
 V | $968K | 0.43% | 0.00% | -3.2% | Q4 2024 |
 QCOM | $958K | 0.43% | 0.00% | +4.2% | Q4 2024 |
 TMUS | $925K | 0.41% | 0.00% | -12.5% | Q4 2024 |
 DIS | $923K | 0.41% | 0.00% | -0.3% | Q4 2024 |
 C | $908K | 0.40% | 0.00% | -14.9% | Q4 2025 |
 CSCO | $892K | 0.40% | 0.00% | +2.9% | Q4 2024 |
 NFLX | $892K | 0.40% | 0.00% | -1.6% | Q4 2024 |
 T | $866K | 0.38% | 0.00% | +10.4% | Q4 2024 |
 MRK | $814K | 0.36% | 0.00% | +11.7% | Q4 2024 |
 ORCL | $790K | 0.35% | 0.00% | +1.5% | Q4 2024 |
 PLD | $757K | 0.34% | 0.00% | -5.0% | Q4 2025 |
 VZ | $727K | 0.32% | 0.00% | +49.8% | Q4 2024 |
 ABBV | $707K | 0.31% | 0.00% | +8.8% | Q4 2024 |
 COST | $681K | 0.30% | 0.00% | -8.3% | Q4 2024 |
 GE | $659K | 0.29% | 0.00% | +8.6% | Q4 2024 |
 SCZ | $657K | 0.29% | Not reported | +6.5% | Q4 2024 |
 FNB | $649K | 0.29% | 0.01% | +21.2% | Q1 2026 |
 CRM | $637K | 0.28% | 0.00% | -1.1% | Q4 2024 |
 WELL | $595K | 0.26% | 0.00% | +10.6% | Q3 2025 |
 UNH | $573K | 0.25% | 0.00% | +3.4% | Q4 2024 |
 HD | $553K | 0.25% | 0.00% | +5.5% | Q4 2024 |
 LIN | $552K | 0.25% | 0.00% | -2.7% | Q4 2024 |
 MS | $549K | 0.24% | 0.00% | -18.1% | Q4 2024 |
| DUK | $538K | 0.24% | 0.00% | +39.3% | Q2 2025 |
 AXP | $532K | 0.24% | 0.00% | -11.4% | Q4 2024 |
 VST | $532K | 0.24% | 0.00% | -11.0% | Q2 2025 |
 LMT | $531K | 0.24% | 0.00% | -17.2% | Q4 2024 |
 PLTR | $517K | 0.23% | 0.00% | +3.8% | Q1 2025 |
| Q1 2026 | |||||
| NVDA | $6.52M | 3.31% | 0.00% | +0.9% | Q4 2024 |
| AAPL | $5.58M | 2.83% | 0.00% | +3.8% | Q4 2024 |
| AMZN | $4.71M | 2.39% | 0.00% | +14.8% | Q4 2024 |
| GOOGL | $4.62M | 2.34% | 0.00% | -4.6% | Q4 2024 |
| META | $3.88M | 1.97% | Not reported | +6.2% | Q4 2024 |
| MSFT | $3.45M | 1.75% | 0.00% | +8.6% | Q4 2024 |
| WMT | $3.44M | 1.74% | 0.00% | -4.5% | Q4 2024 |
| CAT | $1.85M | 0.94% | 0.00% | +0.1% | Q4 2024 |
| BRK.B | $1.85M | 0.94% | Not reported | -7.5% | Q4 2024 |
| AVGO | $1.79M | 0.91% | 0.00% | -2.6% | Q4 2024 |
| JPM | $1.58M | 0.80% | 0.00% | -5.5% | Q4 2024 |
 XOM | $1.35M | 0.68% | 0.00% | +5.9% | Q4 2024 |
| TMUS | $1.32M | 0.67% | 0.00% | -19.0% | Q4 2024 |
| BAC | $1.26M | 0.64% | 0.00% | +21.2% | Q4 2024 |
| NFLX | $1.22M | 0.62% | 0.00% | +33.0% | Q4 2024 |
| TSLA | $1.17M | 0.59% | 0.00% | +14.7% | Q4 2024 |
| WFC | $1.16M | 0.59% | 0.00% | -3.8% | Q4 2024 |
| LLY | $1.12M | 0.57% | 0.00% | +9.6% | Q4 2024 |
| T | $1.1M | 0.56% | 0.00% | +136.3% | Q4 2024 |
| JNJ | $1.03M | 0.52% | 0.00% | +21.4% | Q4 2024 |
| ASML | $1.01M | 0.51% | 0.00% | -59.2% | Q4 2024 |
| DIS | $927K | 0.47% | 0.00% | +57.7% | Q4 2024 |
| V | $881K | 0.45% | 0.00% | +19.5% | Q4 2024 |
| C | $864K | 0.44% | 0.00% | +281.3% | Q4 2025 |
| COST | $791K | 0.40% | 0.00% | +78.8% | Q4 2024 |
| ORCL | $781K | 0.40% | 0.00% | +23.3% | Q4 2024 |
| PLD | $778K | 0.39% | 0.00% | +51.1% | Q4 2025 |
| CRM | $767K | 0.39% | 0.00% | -0.2% | Q4 2024 |
| LMT | $760K | 0.39% | 0.00% | +155.2% | Q4 2024 |
| AMAT | $720K | 0.37% | 0.00% | -32.6% | Q4 2024 |
 NVS | $694K | 0.35% | 0.00% | -22.6% | Q4 2024 |
| MRK | $683K | 0.35% | 0.00% | +43.7% | Q4 2024 |
| LRCX | $682K | 0.35% | 0.00% | -10.1% | Q4 2024 |
 PNFP | $653K | 0.33% | 0.01% | New | Q1 2026 |
| QCOM | $641K | 0.33% | 0.00% | -4.1% | Q4 2024 |
| PLTR | $625K | 0.32% | 0.00% | +18.6% | Q1 2025 |
| SCZ | $588K | 0.30% | Not reported | -0.8% | Q4 2024 |
| VZ | $575K | 0.29% | 0.00% | -9.9% | Q4 2024 |
| CSCO | $572K | 0.29% | 0.00% | -46.2% | Q4 2024 |
| VST | $567K | 0.29% | 0.00% | +84.8% | Q2 2025 |
| ABBV | $562K | 0.29% | 0.00% | +3.2% | Q4 2024 |
| LIN | $541K | 0.27% | 0.00% | +102.6% | Q4 2024 |
| AXP | $537K | 0.27% | 0.00% | -26.6% | Q4 2024 |
| MS | $528K | 0.27% | 0.00% | +49.6% | Q4 2024 |
 AEIS | $522K | 0.26% | 0.00% | New | Q1 2026 |
 MA | $521K | 0.26% | 0.00% | -1.3% | Q4 2024 |
| AMD | $505K | 0.26% | 0.00% | +7.3% | Q4 2024 |
| HD | $489K | 0.25% | 0.00% | -34.2% | Q4 2024 |
 CMCSA | $487K | 0.25% | 0.00% | -37.0% | Q4 2024 |
 ADBE | $470K | 0.24% | 0.00% | +6.6% | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $6.91M | 3.78% | 0.00% | +5.7% | Q4 2024 |
| AAPL | $5.76M | 3.15% | 0.00% | +8.3% | Q4 2024 |
| GOOGL | $5.26M | 2.88% | 0.00% | -4.3% | Q4 2024 |
| AMZN | $4.54M | 2.48% | 0.00% | -1.4% | Q4 2024 |
| META | $4.22M | 2.31% | Not reported | +8.6% | Q4 2024 |
| MSFT | $4.15M | 2.27% | 0.00% | +9.3% | Q4 2024 |
| WMT | $3.23M | 1.76% | 0.00% | +0.9% | Q4 2024 |
| BRK.B | $2.09M | 1.14% | Not reported | -1.8% | Q4 2024 |
| AVGO | $2.06M | 1.12% | 0.00% | -6.9% | Q4 2024 |
| ASML | $2.01M | 1.10% | 0.00% | +10.9% | Q4 2024 |
| JPM | $1.83M | 1.00% | 0.00% | -3.3% | Q4 2024 |
| TMUS | $1.58M | 0.86% | 0.00% | +30.2% | Q4 2024 |
| CAT | $1.49M | 0.82% | 0.00% | -7.2% | Q4 2024 |
| WFC | $1.41M | 0.77% | 0.00% | +1.2% | Q4 2024 |
 AZN | $1.32M | 0.72% | Not reported | +25.0% | Q4 2024 |
| TSLA | $1.23M | 0.67% | 0.00% | -2.8% | Q4 2024 |
| LLY | $1.19M | 0.65% | 0.00% | -2.5% | Q4 2024 |
| BAC | $1.18M | 0.64% | 0.00% | +3.0% | Q4 2024 |
 SAP | $1.1M | 0.60% | 0.00% | -2.4% | Q4 2024 |
| CRM | $1.09M | 0.60% | 0.00% | -10.7% | Q4 2024 |
| CSCO | $1.06M | 0.58% | 0.00% | -9.0% | Q4 2024 |
| XOM | $902K | 0.49% | 0.00% | +2.8% | Q4 2024 |
| AXP | $896K | 0.49% | 0.00% | -6.6% | Q4 2024 |
| NFLX | $895K | 0.49% | 0.00% | +16.7% | Q4 2024 |
| QCOM | $887K | 0.49% | 0.00% | +5.8% | Q4 2024 |
 BBVA | $872K | 0.48% | 0.00% | +18.8% | Q3 2025 |
 SHEL | $864K | 0.47% | 0.00% | +2.0% | Q4 2024 |
| V | $856K | 0.47% | 0.00% | -3.6% | Q4 2024 |
| ORCL | $839K | 0.46% | 0.00% | -5.7% | Q4 2024 |
 CRH | $837K | 0.46% | 0.00% | -4.6% | Q4 2024 |
| NVS | $809K | 0.44% | 0.00% | +16.2% | Q4 2024 |
| CMCSA | $805K | 0.44% | 0.00% | +46.6% | Q4 2024 |
| AMAT | $804K | 0.44% | 0.00% | +0.2% | Q4 2024 |
 HSBC | $783K | 0.43% | 0.00% | +21.7% | Q3 2025 |
| HD | $777K | 0.42% | 0.00% | +2.3% | Q4 2024 |
 TD | $741K | 0.40% | 0.00% | +0.3% | Q4 2024 |
| JNJ | $716K | 0.39% | 0.00% | +1.8% | Q4 2024 |
| DIS | $694K | 0.38% | 0.00% | -8.3% | Q4 2024 |
 CVNA | $663K | 0.36% | Not reported | -0.8% | Q4 2024 |
| PLTR | $640K | 0.35% | 0.00% | -3.8% | Q1 2025 |
| ADBE | $636K | 0.35% | 0.00% | -2.4% | Q4 2024 |
 INTU | $628K | 0.34% | 0.00% | -9.1% | Q4 2024 |
| LRCX | $608K | 0.33% | 0.00% | +8.2% | Q4 2024 |
 SHOP | $607K | 0.33% | 0.00% | -7.1% | Q4 2024 |
| MA | $603K | 0.33% | 0.00% | -7.5% | Q4 2024 |
 BTI | $601K | 0.33% | 0.00% | -12.4% | Q4 2024 |
 RY | $596K | 0.33% | 0.00% | -4.5% | Q4 2024 |
| SCZ | $586K | 0.32% | Not reported | +0.2% | Q4 2024 |
 RTX | $586K | 0.32% | 0.00% | +0.9% | Q4 2024 |
| ABBV | $572K | 0.31% | 0.00% | +4.3% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $7.1M | 4.16% | 0.00% | +12.1% | Q4 2024 |
| AAPL | $5.29M | 3.10% | 0.00% | +13.2% | Q4 2024 |
| GOOGL | $4.94M | 2.89% | 0.00% | +0.6% | Q4 2024 |
| AMZN | $4.88M | 2.86% | 0.00% | +3.6% | Q4 2024 |
| MSFT | $4.07M | 2.38% | 0.00% | +13.3% | Q4 2024 |
| META | $3.82M | 2.23% | Not reported | +9.6% | Q4 2024 |
| WMT | $2.91M | 1.70% | 0.00% | +0.1% | Q4 2024 |
| AVGO | $2.36M | 1.38% | 0.00% | +3.8% | Q4 2024 |
| BRK.B | $2.03M | 1.19% | Not reported | -1.5% | Q4 2024 |
| JPM | $1.83M | 1.07% | 0.00% | -20.3% | Q4 2024 |
| ASML | $1.79M | 1.05% | 0.00% | +63.9% | Q4 2024 |
| CAT | $1.62M | 0.95% | 0.00% | -10.8% | Q4 2024 |
| WFC | $1.3M | 0.76% | 0.00% | -0.5% | Q4 2024 |
| TSLA | $1.29M | 0.75% | 0.00% | +6.4% | Q4 2024 |
| TMUS | $1.26M | 0.73% | 0.00% | +101.8% | Q4 2024 |
| SAP | $1.21M | 0.71% | 0.00% | +21.2% | Q4 2024 |
| CRM | $1.2M | 0.70% | 0.00% | -1.3% | Q4 2024 |
| ORCL | $1.2M | 0.70% | 0.00% | -4.0% | Q4 2024 |
| BAC | $1.11M | 0.65% | 0.00% | +10.0% | Q4 2024 |
| CSCO | $1.1M | 0.64% | 0.00% | +25.4% | Q4 2024 |
| LLY | $984K | 0.58% | 0.00% | +4.9% | Q4 2024 |
| AZN | $946K | 0.55% | Not reported | +33.3% | Q4 2024 |
| AXP | $935K | 0.55% | 0.00% | -15.6% | Q4 2024 |
| NFLX | $915K | 0.54% | 0.00% | +19.6% | Q4 2024 |
| QCOM | $887K | 0.52% | 0.00% | +23.1% | Q4 2024 |
| SHEL | $863K | 0.51% | 0.00% | +9.6% | Q4 2024 |
| V | $863K | 0.51% | 0.00% | -12.1% | Q4 2024 |
| HD | $838K | 0.49% | 0.00% | -17.6% | Q4 2024 |
| CRH | $837K | 0.49% | 0.00% | -1.1% | Q4 2024 |
| XOM | $834K | 0.49% | 0.00% | +6.5% | Q4 2024 |
| PLTR | $751K | 0.44% | 0.00% | +1.2% | Q1 2025 |
| DIS | $749K | 0.44% | 0.00% | +125.4% | Q4 2024 |
| AMAT | $728K | 0.43% | 0.00% | +16.7% | Q4 2024 |
| SHOP | $706K | 0.41% | 0.00% | -32.4% | Q4 2024 |
| INTU | $696K | 0.41% | 0.00% | +26.7% | Q4 2024 |
| AMD | $652K | 0.38% | 0.00% | -11.3% | Q4 2024 |
| TD | $644K | 0.38% | 0.00% | +12.1% | Q4 2024 |
| JNJ | $642K | 0.38% | 0.00% | -30.8% | Q4 2024 |
| BBVA | $634K | 0.37% | 0.00% | New | Q3 2025 |
| ADBE | $633K | 0.37% | 0.00% | +3.1% | Q4 2024 |
| MA | $631K | 0.37% | 0.00% | -15.7% | Q4 2024 |
 LOW | $628K | 0.37% | 0.00% | +6.1% | Q4 2024 |
| NVS | $625K | 0.37% | 0.00% | -16.5% | Q4 2024 |
| BTI | $620K | 0.36% | 0.00% | +25.5% | Q4 2024 |
| SCZ | $575K | 0.34% | Not reported | -0.4% | Q4 2024 |
| HSBC | $573K | 0.34% | 0.00% | New | Q3 2025 |
 IBM | $573K | 0.34% | 0.00% | +4.1% | Q4 2024 |
| RTX | $565K | 0.33% | 0.00% | -1.4% | Q4 2024 |
 BP | $550K | 0.32% | Not reported | -11.9% | Q4 2024 |
 RELX | $547K | 0.32% | 0.00% | -6.5% | Q4 2024 |