BROOKS, MOORE & ASSOCIATES, INC.
•CIK: 1767040•Filing: Q4 2025
**BROOKS, MOORE & ASSOCIATES, INC.** manages $203M across a diversified portfolio of 105 positions. The firm maintains significant exposure to mega-cap technology and financial names, highlighted by top holdings including MSFT ($9.3M) and JPM ($9.1M). Further concentration is evident in broad market exposure via VOO ($8.0M) and large-cap growth names like GOOGL ($7.7M) and JNJ ($7.3M). This positioning suggests a core strategy rooted in established market leaders across technology, finance, and healthcare sectors.
Total AUM
$203.4M
QoQ Performance
+3.1%
Positions
96
Top 10 Concentration
34.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.6%
JPM4.5%
VOO4.0%
GOOGL3.8%
JNJ3.6%
KO3.3%
ABBV3.2%
WMT2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other26.8%
Technology18.8%
Healthcare12.8%
Financial10.3%
Consumer Staples6.7%
Consumer6.5%
Energy5.3%
Industrial5.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑41 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022