account_balance
Investment manager · 13F filer · SEC CIK 1767040
Brooks, Moore & Associates, Inc.
Reported value$228Mas of Sep 30, 2026
Positions114 3 new, 3 sold out
Top 10 weight36.9%MSFT alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
4.6%
VOOVanguard Index FDS
4.2%Added +8%
JPMJPMorgan Chase & Co
4.1%
JNJJohnson & Johnson
3.9%Trimmed −3%
FNDFSchwab Strategic Tr
3.7%Added +15%
KOCoca-Cola Co
3.6%
ABBVAbbVie Inc.
3.3%
JPSTJp Morgan Exchange-Traded F
3.3%
GOOGLAlphabet Inc.
3.3%
XOMExxonMobil Holdings Corp
3.1%
AAPLApple Inc.
2.9%
CVXChevron Corp
2.8%
MSFTMicrosoft Corp
4.6%
VOOVanguard Index FDS
4.2%
JPMJPMorgan Chase & Co
4.1%
JNJJohnson & Johnson
3.9%−3%
FNDFSchwab Strategic Tr
3.7%+15%
KOCoca-Cola Co
3.6%
ABBVAbbVie Inc.
3.3%
JPSTJp Morgan Exchange-Traded F
3.3%
GOOGLAlphabet Inc.
3.3%
XOMExxonMobil Holdings Corp
3.1%
AAPLApple Inc.
2.9%
CVXChevron Corp
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 4.6% Held
VOO Vanguard Index FDS 4.2% Added +8%
JPM JPMorgan Chase & Co 4.1% HeldJNJ Johnson & Johnson 3.9% Trimmed −3%FNDF Schwab Strategic Tr 3.7% Added +15%
KO Coca-Cola Co 3.6% HeldABBV AbbVie Inc. 3.3% HeldJPST Jp Morgan Exchange-Traded F 3.3% Held
GOOGL Alphabet Inc. 3.3% HeldXOM ExxonMobil Holdings Corp 3.1% HeldAAPL Apple Inc. 2.9% HeldCVX Chevron Corp 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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