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CIK: 0000022657
Total reported value
$2.2B
$2.2B
332 檔
22.0%
At the close of Q4 2025, Lowe Brockenbrough & Co Inc disclosed equity holdings valued at approximately $2.2B, spread across 332 reported holdings.
In Q4 2025, Lowe Brockenbrough & Co Inc displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.80% | +0.06% | +8.59% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.52% | -0.63% | -8.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.01% | -0.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.23% | +2.78% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.94% | +0.05% | +7.76% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.69% | +0.10% | +7.56% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | +0.17% | -1.31% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | -0.04% | -0.53% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.19% | +0.60% | +17.49% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.11% | +9.48% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.97% | +0.15% | +3.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.03% | +2.03% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.15% | +6.98% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.45% | +0.15% | +6.38% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.13% | -0.27% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.25% | -0.03% | -2.44% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.09% | +10.18% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.10% | -0.23% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.12% | -11.26% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.46% | +0.28% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.09% | +0.23% | -2.17% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.10% | +25.63% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.04% | -17.97% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.29% | -1.32% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.00% | -0.10% | +20.87% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | +0.02% | +0.45% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.57% | +1.14% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.05% | +1.08% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.90% | -0.03% | +0.01% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.04% | -1.39% | |
| 31 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.87% | -0.05% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | -0.07% | -0.33% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.61% | +89.85% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.84% | -0.09% | +26.47% | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.81% | -0.05% | -0.32% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.13% | -1.28% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | -0.05% | +1.40% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.12% | +0.12% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.77% | +0.08% | -1.30% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.76% | +0.05% | -0.76% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.76% | +0.33% | -4.25% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | +0.26% | -2.25% | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.69% | +0.07% | +1.29% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.03% | +0.27% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | — | +6.67% | |
| 46 | GVI | Ishares Intermediate Governm | ETF-Other | 0.60% | -0.05% | -1.10% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.05% | -0.14% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.09% | +0.99% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.54% | +0.03% | -0.02% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.10% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +8.59% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -1.31% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +89.85% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +17.49% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.23% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +7.56% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +26.03% | Add |
| 8 | PM | Philip Morris International | +0.2% | +67.73% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.2% | +25.63% | Add |
| 10 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +7.76% | Add |
| 11 | VGIT | Vanguard Intermediate-term T | +0.1% | +26.47% | Add |
| 12 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +20.87% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.08% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.25% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +9.48% | Add |
| 16 | XLV | Ss Health Care Select Sector | +0.1% | +6.67% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -2.56% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | -0.72% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -1.32% | Trim |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.98% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +6.38% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +0.43% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +2.03% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | -1.39% | Trim |
| 25 | MS | Morgan Stanley | 0% | -1.30% | Trim |
| 26 | RTX | Rtx CORP | 0% | +0.12% | Add |
| 27 | SOXX | Ishares Semiconductor ETF | 0% | +1.79% | Add |
| 28 | MO | Altria Group Inc | 0% | +47.39% | Add |
| 29 | XOM | Exxon Mobil CORP | 0% | +0.28% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +0.03% | Add |
| 31 | AVGO | Broadcom Inc | 0% | -0.27% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | +3.26% | Add |
| 33 | TT | Trane Technologies plc | -0.1% | -1.75% | Trim |
| 34 | IGV | Ishares Expanded Tech-softwa | -0.1% | +1.29% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | -22.10% | Trim |
| 36 | AMT | American Tower CORP | -0.1% | -6.24% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | +1.05% | Add |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -74.53% | Trim |
| 39 | IWV | Ishares Russell 3000 ETF | -0.1% | -33.64% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.2% | -0.76% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -17.97% | Trim |
| 42 | MSFT | Microsoft CORP | -0.3% | +2.78% | Add |
| 43 | UL | Unilever PLC | -0.5% | -99.62% | Trim |
| 44 | ACWI | Ishares Msci Acwi ETF | -0.5% | -8.68% | Trim |
| 45 | ORCL | Oracle CORP | -0.9% | -11.26% | Trim |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 47 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 48 | TTE | TotalEnergies SE | — | NEW | New buy |
| 49 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 50 | SW | Smurfit Westrock Plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 332 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, ACWI, AAPL) accounted for 22.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $8.5M
Top Position Liquidated / Trimmed
TTEN
前期市值: $4.4M
During Q4 2025, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (9.8%)、ACWI (4.5%)、AAPL (3.7%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q4 2025, Lowe Brockenbrough & Co Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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