LOWE BROCKENBROUGH & CO INC
•CIK: 22657•Filing: Q4 2025
**LOWE BROCKENBROUGH & CO INC** manages $2.0B across a diversified portfolio of 332 holdings. The fund exhibits significant allocations to broad market indices and mega-cap technology, notably leading positions in IVV ($199.1M) and ACWI ($91.8M). Further concentration is visible in technology leaders such as AAPL ($75.3M) and MSFT ($67.8M). This structure suggests a core strategy blending broad market exposure with selective, high-conviction technology and financial sector bets.
Total AUM
$2.0B
QoQ Performance
+4.5%
Positions
215
Top 10 Concentration
36.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV9.8%
ACWI4.5%
AAPL3.7%
MSFT3.3%
IXUS2.9%
VEA2.7%
GOOG2.4%
JPM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.9%
Technology18.3%
ETF11.9%
Financial5.3%
Healthcare4.3%
Consumer4.3%
Industrial2.0%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
—
SMURFIT WESTROCK PLC
SOLD
$1.3M
+132 more exited positions
Changes from Q3 2025
NEW3 new positions
↑75 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023