Angela Rosario

J. M. Brown & Associates Inc.

Assets Managed

$174.749M

Holdings

167

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in J. M. Brown & Associates Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of J. M. Brown & Associates 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 - Q2, they manage 174.749M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Angela Rosario, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SSO Proshares Ultra S&p500 Recent Activity New Position	4.38%	$7.643M 113,430 shares@ $67.38 avg price	New Position
CWB Spdr Bloomberg Convertible S Recent Activity New Position	4.3%	$7.507M 69,628 shares@ $107.83 avg price	New Position
RPG Invesco S&p 500 Pure Growth Recent Activity New Position	3.29%	$5.739M 89,879 shares@ $63.86 avg price	New Position
AAPL Apple Inc Recent Activity New Position	3.28%	$5.719M 19,764 shares@ $289.36 avg price	New Position
VAW Vanguard Materials Etf Recent Activity New Position	3.05%	$5.32M 23,253 shares@ $228.79 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	2.61%	$4.554M 22,757 shares@ $200.1 avg price	New Position
QQQM Invesco Nasdaq 100 Etf Recent Activity New Position	2.44%	$4.254M 14,041 shares@ $302.97 avg price	New Position
SGOV Ishares 0-3 Month Treasury B Recent Activity New Position	2.28%	$3.97M 39,431 shares@ $100.68 avg price	New Position
VTWO Vanguard Russell 2000 Etf Recent Activity New Position	2.17%	$3.781M 31,138 shares@ $121.42 avg price	New Position
VWO Vanguard Ftse Emerging Marke Recent Activity New Position	1.94%	$3.385M 56,716 shares@ $59.69 avg price	New Position

1-10 of 167