J. M. Brown & Associates Inc. reported 77 positions worth $60.50M for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 9.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 19.8K | $5.72M | 9.45% | – | – | – | 0% |
| 2 | NVDA Nvidia Corp | Technology | 22.8K | $4.55M | 7.53% | – | – | – | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 7,791 | $2.78M | 4.6% | – | – | – | 0% |
| 4 | MSFT Microsoft Corp | Technology | 5,289 | $1.97M | 3.26% | – | – | – | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,901 | $1.95M | 3.23% | – | – | – | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 11.7K | $1.60M | 2.64% | – | – | – | 0% |
| 7 | DELL Dell Technologies Inc. | Technology | 3,479 | $1.50M | 2.48% | – | – | – | 0% |
| 8 | LRCX Lam Research Corp | Technology | 3,429 | $1.49M | 2.46% | – | – | – | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,184 | $1.27M | 2.1% | – | – | – | 0% |
| 10 | PM Philip Morris International Inc. | Consumer Staples | 6,534 | $1.18M | 1.95% | – | – | – | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 942 | $1.13M | 1.87% | – | – | – | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 4,733 | $1.13M | 1.86% | – | – | – | 0% |
| 13 | ASML Asml Holding Nv | Technology | 562 | $1.12M | 1.85% | – | – | – | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 2,940 | $1.11M | 1.84% | – | – | – | 0% |
| 15 | CRWD CrowdStrike Holdings, Inc. | Technology | 5,744 | $1.10M | 1.81% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at J. M. Brown & Associates.
As of its Q2 2026 13F filing, J. M. Brown & Associates Inc.’s five largest positions were Apple Inc. (AAPL) at 9.5%, Nvidia Corp (NVDA) at 7.5%, Alphabet Inc. (GOOGL) at 4.6%, Microsoft Corp (MSFT) at 3.3%, Berkshire Hathaway Inc (BRK-B) at 3.2% of the reported portfolio.
J. M. Brown & Associates Inc. reported a 13F portfolio worth $60.50M across 77 positions for Q2 2026.
From the Form 13F-HR reports J. M. Brown & Associates Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.