Robert M. Pulit

Valley Brook Capital Group, Inc.

Assets Managed

$149.158M

Holdings

112

Last Quarter

2026 - Q1

Filed Date

9d ago

Growth Rate

-1.29%(2Q avg: 0.15%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Valley Brook Capital Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Valley Brook Capital Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 149.158M in assets, with a quarterly growth rate of -1.29% and a 2-quarter average growth rate of 0.15%. The portfolio is managed by Robert M. Pulit, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.34%	7.31%	$10.89M 42,908 shares@ $253.8 avg price	Decreased -1.34%
MSFT Microsoft Corp Recent Activity Increased 1.38%	6.26%	$9.334M 25,215 shares@ $370.17 avg price	Increased 1.38%
JPM Jpmorgan Chase & Co Recent Activity Increased 2.54%	3.66%	$5.446M 18,514 shares@ $294.16 avg price	Increased 2.54%
CAT Caterpillar Inc Recent Activity Increased 1.07%	3.61%	$5.378M 7,591 shares@ $708.45 avg price	Increased 1.07%
NVDA Nvidia Corp Recent Activity Increased 2.31%	3.51%	$5.231M 29,991 shares@ $174.41 avg price	Increased 2.31%
ABBV Abbvie Inc Recent Activity Decreased -0.44%	3.35%	$4.994M 22,963 shares@ $217.5 avg price	Decreased -0.44%
AVGO Broadcom Inc Recent Activity Decreased -0.67%	3.34%	$4.976M 16,078 shares@ $309.52 avg price	Decreased -0.67%
HD Home Depot Inc Recent Activity Increased 3.26%	3.02%	$4.49M 13,653 shares@ $328.9 avg price	Increased 3.26%
RTX Rtx Corp Recent Activity Decreased -0.61%	2.59%	$3.85M 19,958 shares@ $192.9 avg price	Decreased -0.61%
AMZN Amazon.com Inc Recent Activity Increased 3.14%	2.46%	$3.666M 17,601 shares@ $208.27 avg price	Increased 3.14%

1-10 of 112