BRIAN LOW FINANCIAL GROUP, LLC
โขCIK: 2079080โขFiling: Q4 2025
**BRIAN LOW FINANCIAL GROUP, LLC** manages $141M across 116 distinct positions, exhibiting a diversified, concentrated approach. The portfolio's largest allocation is to SWP at $18.3M, followed by significant exposure to energy and technology leaders including XOM ($5.9M), MSFT ($5.5M), and AAPL ($5.1M). Notable secondary holdings include JPM ($3.5M) and GOOGL ($3.5M), suggesting a focus on established, large-cap sector leaders. This structure indicates a tactical deployment of capital across key industrial and technology value chains.
Total AUM
$141.1M
QoQ Performance
+9.5%
Positions
96
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SWP
SWP12.9%
XOM4.2%
MSFT3.9%
AAPL3.6%
JPM2.5%
GOOGL2.5%
EFA2.2%
AVGO2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other55.2%
Technology18.7%
Financial6.8%
Healthcare4.2%
Energy4.2%
Consumer2.7%
Industrial2.7%
Utilities1.8%
๐ช Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW18 new positions
โ46 increased
โ44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025