Fund Holdings

Brooklyn Investment Group

Filing Period:

Comparing Q1 2026 vs Q4 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 1,250 holdings (page size 100)
Issuer
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
NVIDIA CORPORATION0821,678+821,6780143,300,608+143,300,608
APPLE INC349,449534,618+185,16995,664,945135,680,551+40,015,606
ISHARES TR0990,271+990,271098,304,181+98,304,181
VANGUARD CHARLOTTE FDS0919,240+919,240044,169,471+44,169,471
VANGUARD INDEX FDS0160,880+160,880031,564,556+31,564,556
AMAZON COM INC234,597325,690+91,09354,442,89567,831,289+13,388,394
EXXON MOBIL CORPORATION CMN0165,145+165,145028,018,392+28,018,392
VANGUARD STAR FDS0334,701+334,701025,808,773+25,808,773
TAIWAN SEMICONDUCTOR MFG LTD084,765+84,765028,646,215+28,646,215
COSTCO WHOLESALE CORPORATION CMN10,85120,406+9,5559,416,81920,332,528+10,915,709
BROADCOM INC85,074129,938+44,86429,723,79840,216,893+10,493,095
ALPHABET INC125,342170,856+45,51439,302,14849,131,211+9,829,063
ALPHABET INC102,486145,403+42,91732,220,26541,710,182+9,489,917
VANGUARD INDEX FDS054,271+54,271023,704,629+23,704,629
ASML HOLDING N.V. ADR CMN12,98417,028+4,04413,840,42422,490,815+8,650,391
SHELL PLC0163,812+163,812015,234,474+15,234,474
META PLATFORMS INC059,436+59,436034,005,060+34,005,060
JOHNSON & JOHNSON072,598+72,598017,745,836+17,745,836
WALMART INC CMN0146,788+146,788018,242,710+18,242,710
VANGUARD INDEX FDS068,277+68,277014,051,313+14,051,313
CHEVRON CORP NEW20,39942,640+22,2413,080,0348,822,042+5,742,008
NOVARTIS A G096,271+96,271014,705,303+14,705,303
BERKSHIRE HATHAWAY INC DEL29,68542,187+12,50214,873,49420,215,867+5,342,373
ASTRAZENECA PLC024,472+24,47204,826,295+4,826,295
JPMORGAN CHASE & CO.099,972+99,972029,407,545+29,407,545
APPLIED MATLS INC16,94626,247+9,3014,457,4198,970,681+4,513,262
EQUINOR ASA0124,052+124,05205,234,953+5,234,953
HCA HOLDINGS INC012,663+12,66305,992,277+5,992,277
CATERPILLAR INC15,90118,861+2,9609,200,12413,362,022+4,161,898
MARVELL TECHNOLOGY INC057,964+57,96405,741,260+5,741,260
ISHARES TR019,017+19,017012,422,065+12,422,065
MICRON TECHNOLOGY INC025,797+25,79708,715,248+8,715,248
CONOCOPHILLIPS26,75548,556+21,8012,478,2336,409,340+3,931,107
UNUM GROUP063,464+63,46404,634,712+4,634,712
BHP BILLITON LTD89,504127,821+38,3175,405,1359,297,682+3,892,547
NETFLIX, INC. CMN0155,924+155,924014,992,054+14,992,054
BP PLC93,195149,616+56,4213,210,5637,031,926+3,821,363
Moog Inc012,841+12,84103,757,516+3,757,516
GE VERNOVA INC08,019+8,01906,999,344+6,999,344
LINDE PLC017,110+17,11008,482,311+8,482,311
SHORE BANCSHARES INC0194,032+194,03203,624,503+3,624,503
CISCO SYS INC98,006143,018+45,0127,623,82611,096,735+3,472,909
AT&T INC115,570217,940+102,3702,862,6646,318,075+3,455,411
RUSH ENTERPRISES INC053,390+53,39003,435,647+3,435,647
JANUS HENDERSON GROUP PLC066,863+66,86303,434,751+3,434,751
MERCK & CO INC085,476+85,476010,281,851+10,281,851
PROCTER AND GAMBLE CO085,181+85,181012,303,489+12,303,489
ABBVIE INC45,60563,195+17,59010,527,36113,744,122+3,216,761
RAYTHEON TECHNOLOGIES CORP056,100+56,100010,821,627+10,821,627
VORNADO RLTY TR0151,418+151,41803,935,350+3,935,350
COCA COLA CO81,802116,333+34,5315,739,2198,847,100+3,107,881
SEAGATE TECHNOLOGY HLDNGS PL09,492+9,49203,718,217+3,718,217
EOG RES INC091,853+91,853013,279,179+13,279,179
RADIAN GROUP INC087,090+87,09002,880,912+2,880,912
KLA-TENCOR CORP03,581+3,58105,271,795+5,271,795
UNIVERSAL INS HLDGS INC080,886+80,88602,763,066+2,763,066
PNC FINL SVCS GROUP INC023,660+23,66004,923,350+4,923,350
NEWS CORP NEW0108,888+108,88802,714,578+2,714,578
VALERO ENERGY CORP NEW014,314+14,31403,536,601+3,536,601
TESLA INC072,421+72,421026,922,266+26,922,266
CNB FINL CORP PA091,875+91,87502,660,700+2,660,700
BLACKROCK ETF TRUST045,213+45,21302,630,493+2,630,493
CARETRUST REIT INC071,248+71,24802,611,240+2,611,240
UNITIL CORP049,231+49,23102,571,828+2,571,828
SUN CTRY AIRLS HLDGS INC0180,708+180,70802,985,297+2,985,297
INTERDIGITAL INC08,408+8,40802,539,144+2,539,144
iShares National Muni Bond ETF054,141+54,14105,747,056+5,747,056
PRICE T ROWE GROUP INC027,930+27,93002,517,567+2,517,567
INFOSYS LTD0388,886+388,88605,253,850+5,253,850
LUMENTUM HLDGS INC05,713+5,71304,014,672+4,014,672
ANHEUSER BUSCH INBEV SA/NV59,11790,480+31,3633,801,7616,276,540+2,474,779
HSBC HLDGS PLC0102,274+102,27408,436,510+8,436,510
ADVANCED MICRO DEVICES INC42,31756,645+14,3289,123,78411,523,263+2,399,479
NEXTERA ENERGY INC072,152+72,15206,701,470+6,701,470
VANGUARD INDEX FDS015,585+15,58509,312,299+9,312,299
LOCKHEED MARTIN CORP08,452+8,45205,107,796+5,107,796
MONARCH CASINO & RESORT INC024,261+24,26102,319,352+2,319,352
CHORD ENERGY CORPORATION6,27820,033+13,755573,1192,848,166+2,275,047
VANGUARD INDEX FDS021,014+21,01406,741,241+6,741,241
EATON CORP PLC020,982+20,98207,504,557+7,504,557
WESTERN UN CO0311,646+311,64602,720,670+2,720,670
PETROLEO BRASILEIRO SA PETRO0133,664+133,66402,773,523+2,773,523
GSK PLC0121,594+121,59406,710,736+6,710,736
KKR REAL ESTATE FINANCE TRUS0350,044+350,04402,142,270+2,142,270
BANCO SANTANDER SA180,636375,595+194,9592,109,8204,236,708+2,126,888
RIO TINTO PLC064,977+64,97706,061,651+6,061,651
ISHARES TR027,579+27,57902,050,499+2,050,499
ULTRA CLEAN HLDGS INC032,815+32,81502,040,437+2,040,437
PHILIP MORRIS INTL INC043,276+43,27607,155,194+7,155,194
VALE S A0306,418+306,41804,875,104+4,875,104
ROYAL GOLD INC010,974+10,97402,792,526+2,792,526
NEXSTAR MEDIA GROUP INC011,082+11,08202,003,912+2,003,912
TJX COS INC NEW051,927+51,92708,292,586+8,292,586
IRIDIUM COMMUNICATIONS INC071,837+71,83701,992,759+1,992,759
US FOODS HLDG CORP036,791+36,79103,392,410+3,392,410
TEXAS PACIFIC LAND CORPORATI05,687+5,68702,698,660+2,698,660
VERIZON COMMUNICATIONS INC075,554+75,55403,792,811+3,792,811
INTERNATIONAL MNY EXPRESS IN0144,124+144,12402,277,160+2,277,160
MCDONALDS CORP022,602+22,60207,024,271+7,024,271
SILICON LABORATORIES INC09,321+9,32101,940,167+1,940,167
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