EdgeMarket › What Lowe Brockenbrough & Co Inc reported owning
What Lowe Brockenbrough & Co Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
329Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 169.0M | 8.4% | 258.8K | 769.31 | +20.0% |
| ACWI iShares MSCI ACWI ETF | 88.7M | 4.4% | 641.2K | 160.81 | +21.3% |
| AAPL Apple Inc. | 71.0M | 3.5% | 279.9K | 309.35 | +36.9% |
| IXUS iShares Core MSCI Total International Stock ET | 63.7M | 3.2% | 735.5K | 97.94 | +22.5% |
| VEA Vanguard FTSE Developed Markets ETF | 58.5M | 2.9% | 913.2K | 73.42 | +24.7% |
| MSFT MICROSOFT CORP | 55.7M | 2.8% | 150.5K | 483.24 | -4.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 48.0M | 2.4% | 483.7K | 97.35 | -1.7% |
| GOOG Alphabet Inc. | 45.2M | 2.3% | 157.5K | 341.75 | +70.7% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 45.1M | 2.2% | 1.5M | 35.32 | +17.3% |
| IJH iShares Core S&P Mid-Cap ETF | 43.3M | 2.2% | 641.7K | 76.77 | +20.8% |
| JPM JPMORGAN CHASE & CO | 40.7M | 2.0% | 138.5K | 351.58 | +20.3% |
| NVDA NVIDIA CORP | 38.4M | 1.9% | 220.1K | 214.72 | +22.4% |
| IJR iShares Core S&P Small-Cap ETF | 32.9M | 1.6% | 264.6K | 147.31 | +29.0% |
| XOM ExxonMobil Holdings Corp | 32.8M | 1.6% | 193.0K | 165.11 | +52.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 31.3M | 1.6% | 449.4K | 81.57 | +31.9% |
| AMZN AMAZON COM INC | 29.9M | 1.5% | 143.5K | 258.63 | +15.6% |
| CVX CHEVRON CORP | 27.1M | 1.4% | 131.2K | 205.27 | +34.0% |
| SCHX Schwab U.S. Large-Cap ETF | 23.8M | 1.2% | 926.4K | 30.21 | +19.6% |
| AVGO Broadcom Inc. | 23.7M | 1.2% | 76.7K | 368.45 | +26.5% |
| VGSH Vanguard Short-Term Treasury ETF | 23.3M | 1.2% | 397.8K | 58.13 | -0.9% |
| META Meta Platforms, Inc. | 22.6M | 1.1% | 39.5K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 22.4M | 1.1% | 78.0K | 344.82 | +73.0% |
| VUSB Vanguard Ultra-Short Bond ETF | 21.7M | 1.1% | 435.0K | 49.75 | -0.2% |
| VGT Vanguard Information Tech ETF | 20.5M | 1.0% | 29.5K | 118.42 | +38.5% |
| CSCO CISCO SYSTEMS, INC. | 20.5M | 1.0% | 263.8K | 111.04 | +65.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 19.8M | 1.0% | 103.3K | 221.67 | +18.8% |
| AMAT APPLIED MATERIALS INC /DE | 19.8M | 1.0% | 57.8K | 492.32 | +205.9% |
| SPY SPDR S&P 500 ETF TRUST | 19.2M | 1.0% | 29.5K | 765.72 | +20.0% |
| ORCL ORACLE CORP | 18.4M | 0.9% | 124.9K | 146.47 | -37.7% |
| NSC NORFOLK SOUTHERN CORP | 18.2M | 0.9% | 63.2K | 350.72 | +22.8% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 18.0M | 0.9% | 301.5K | 58.31 | -2.3% |
| IEFA iShares Core MSCI EAFE ETF | 17.8M | 0.9% | 197.1K | 100.85 | +16.8% |
| ETN Eaton Corp plc | 17.4M | 0.9% | 48.7K | 419.20 | +21.1% |
| GS GOLDMAN SACHS GROUP INC | 17.2M | 0.9% | 20.4K | 1,039.28 | +44.2% |
| TJX TJX COMPANIES INC /DE/ | 16.6M | 0.8% | 104.0K | 140.53 | +1.6% |
| EAGL Eagle Capital Select Equity ETF | 16.6M | 0.8% | 545.1K | 35.75 | +17.7% |
| VOO Vanguard S&P 500 ETF | 16.3M | 0.8% | 27.3K | 703.71 | +20.0% |
| RTX RTX Corp | 16.2M | 0.8% | 83.7K | 209.91 | +34.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 15.7M | 0.8% | 31.9K | 629.27 | +27.2% |
| AMP AMERIPRISE FINANCIAL INC | 15.0M | 0.8% | 33.9K | 555.59 | +9.9% |
| MS MORGAN STANLEY | 14.5M | 0.7% | 88.0K | 214.20 | +48.6% |
| DUK Duke Energy CORP | 13.3M | 0.7% | 101.7K | 119.85 | -3.7% |
| XLV State Street Health Care Select Sector SPDR ET | 12.3M | 0.6% | 84.2K | 174.62 | +27.0% |
| BKNG Booking Holdings Inc. | 12.3M | 0.6% | 2.9K | 209.62 | -7.1% |
| GVI iShares Intermediate Government/Credit Bond ET | 12.1M | 0.6% | 113.2K | 105.29 | -1.4% |
| PG PROCTER & GAMBLE Co | 11.8M | 0.6% | 81.9K | 144.68 | -9.3% |
| JNJ JOHNSON & JOHNSON | 11.7M | 0.6% | 47.9K | 270.24 | +51.1% |
| MRK Merck & Co., Inc. | 11.0M | 0.5% | 91.6K | 152.55 | +80.2% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 10.9M | 0.5% | 52.6K | 243.13 | +24.7% |
| IGV iShares Expanded Tech-Software Sector ETF | 10.9M | 0.5% | 136.0K | 103.37 | -2.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →