BROGAN FINANCIAL, INC.
•CIK: 1889918•Filing: Q4 2025
**BROGAN FINANCIAL, INC.** manages $229M across a diversified portfolio of 58 positions. The fund exhibits significant concentration in technology and specialized sectors, highlighted by the top holding in ACIO at $84.0M. Further substantial allocations include OSCV ($29.9M), DRSK ($28.1M), and RSP ($25.9M). This structure suggests a focused, high-conviction approach targeting specific market opportunities.
Total AUM
$228.8M
QoQ Performance
-2.5%
Positions
49
Top 10 Concentration
90.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ACIO
OSCV
DRSK
RSP
DFAI
ACIO36.7%
OSCV13.1%
DRSK12.3%
RSP11.3%
DFAI10.5%
SPYM2.8%
AAPL1.8%
MSFT0.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.1%
Technology3.6%
Consumer1.3%
ETF0.6%
Financial0.6%
Healthcare0.6%
Industrial0.3%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑31 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023