Brick & Kyle, Associates
•CIK: 1632253•Filing: Q4 2025
**Brick & Kyle, Associates** manages $282M across a concentrated portfolio of 60 positions. The fund exhibits significant exposure to technology leaders, with top holdings including NVDA at $30.5M and AAPL at $15.7M. Further allocations are notable in MSFT ($13.2M), AMZN ($10.9M), and JPM ($10.4M). This structure suggests a conviction-driven, large-cap growth and value tilt across key sectors.
Total AUM
$282.1M
QoQ Performance
+4.1%
Positions
48
Top 10 Concentration
45.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
NVDA10.8%
AAPL5.6%
MSFT4.7%
AMZN3.8%
JPM3.7%
AMD3.6%
VB3.6%
KRE3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.1%
Technology31.1%
Healthcare11.0%
Financial10.5%
Consumer5.3%
Industrial2.1%
Consumer Staples1.6%
Energy1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑17 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022