J. M. Brown & Associates Inc.
$175M
86
14.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $5.72M | 3.27% | 0.00% | New | Q2 2026 |
 NVDA | $4.55M | 2.61% | 0.00% | New | Q2 2026 |
 GOOGL | $2.78M | 1.59% | 0.00% | New | Q2 2026 |
 MSFT | $1.97M | 1.13% | 0.00% | New | Q2 2026 |
 BRK.B | $1.95M | 1.12% | Not reported | New | Q2 2026 |
 VOT | $1.65M | 0.94% | Not reported | New | Q2 2026 |
 XOM | $1.6M | 0.91% | 0.00% | New | Q2 2026 |
 DELL | $1.5M | 0.86% | 0.00% | New | Q2 2026 |
 LRCX | $1.49M | 0.85% | 0.00% | New | Q2 2026 |
 AMD | $1.27M | 0.73% | 0.00% | New | Q2 2026 |
 PM | $1.18M | 0.68% | 0.00% | New | Q2 2026 |
 LLY | $1.13M | 0.65% | 0.00% | New | Q2 2026 |
 AMZN | $1.13M | 0.65% | 0.00% | New | Q2 2026 |
 ASML | $1.12M | 0.64% | 0.00% | New | Q2 2026 |
 AVGO | $1.11M | 0.64% | 0.00% | New | Q2 2026 |
 CRWD | $1.1M | 0.63% | 0.00% | New | Q2 2026 |
 KLAC | $1.08M | 0.62% | 0.00% | New | Q2 2026 |
 MU | $1.04M | 0.59% | 0.00% | New | Q2 2026 |
 TSLA | $1.01M | 0.58% | 0.00% | New | Q2 2026 |
 IAUM | $956K | 0.55% | 0.02% | New | Q2 2026 |
 ALAB | $922K | 0.53% | 0.00% | New | Q2 2026 |
 AMAT | $886K | 0.51% | 0.00% | New | Q2 2026 |
 ABBV | $816K | 0.47% | 0.00% | New | Q2 2026 |
 SMH | $814K | 0.47% | Not reported | New | Q2 2026 |
 KEYS | $797K | 0.46% | 0.00% | New | Q2 2026 |
 INTC | $796K | 0.46% | 0.00% | New | Q2 2026 |
| BRK.A | $749K | 0.43% | Not reported | New | Q2 2026 |
 MO | $740K | 0.42% | 0.00% | New | Q2 2026 |
 QQQ | $726K | 0.42% | Not reported | New | Q2 2026 |
 CMI | $723K | 0.41% | 0.00% | New | Q2 2026 |
 MRVL | $703K | 0.40% | 0.00% | New | Q2 2026 |
 PANW | $699K | 0.40% | 0.00% | New | Q2 2026 |
 CVX | $682K | 0.39% | 0.00% | New | Q2 2026 |
 META | $662K | 0.38% | Not reported | New | Q2 2026 |
 NOBL | $631K | 0.36% | Not reported | New | Q2 2026 |
 ON | $631K | 0.36% | 0.00% | New | Q2 2026 |
 OKE | $620K | 0.35% | 0.00% | New | Q2 2026 |
 FLEX | $619K | 0.35% | 0.00% | New | Q2 2026 |
 MTZ | $585K | 0.33% | 0.00% | New | Q2 2026 |
 JNJ | $562K | 0.32% | 0.00% | New | Q2 2026 |
 NOK | $560K | 0.32% | 0.00% | New | Q2 2026 |
 TSM | $553K | 0.32% | 0.00% | New | Q2 2026 |
 V | $549K | 0.31% | 0.00% | New | Q2 2026 |
| GOOG | $544K | 0.31% | Not reported | New | Q2 2026 |
 SII | $544K | 0.31% | 0.02% | New | Q2 2026 |
 GLD | $533K | 0.31% | 0.00% | New | Q2 2026 |
 VRT | $519K | 0.30% | 0.00% | New | Q2 2026 |
 NVS | $504K | 0.29% | 0.00% | New | Q2 2026 |
 CME | $499K | 0.29% | 0.00% | New | Q2 2026 |
 PULS | $473K | 0.27% | 0.05% | New | Q2 2026 |