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James P. Haire

Brave Asset Management Inc

Assets Managed
$467.483M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.56%(2Q avg: 5.01%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Brave Asset Management Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Brave Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 467.483M in assets, with a quarterly growth rate of 9.56% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by James P. Haire, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 11.23%
13.44%
$62.804M
820,429 shares@ $76.56 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.29%
11.16%
$52.14M
273,670 shares@ $190.52 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -4.24%
8.1%
$37.864M
382,543 shares@ $98.98 avg price
ZD
Ziff Davis Inc
Recent Activity
5.27%
$24.629M
470,282 shares@ $52.37 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.88%
5.18%
$24.207M
83,658 shares@ $289.37 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -13.95%
5.12%
$23.918M
32,029 shares@ $746.77 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.66%
4.75%
$22.165M
62,732 shares@ $353.34 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.05%
4.68%
$21.832M
31,788 shares@ $686.82 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.48%
3.36%
$15.689M
47,930 shares@ $327.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.28%
3.24%
$15.1M
40,481 shares@ $373.03 avg price

1-10 of 146