Brick & Kyle, Associates Portfolio Holdings

Brick & Kyle, Associates

  • $245 Million
  • Q3 2025

Brick & Kyle, Associates has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.9M, Apple Inc. with a value of $15.2M, Microsoft Corp with a value of $14.6M, Amazon Com Inc with a value of $10.3M, and Jpmorgan Chase & CO with a value of $10.3M.

Examining the 13F form we can see an increase of $20M in the current position value, from $225M to 245M.

Brick & Kyle, Associates is based out at Newtown, PA

Below you can find more details about Brick & Kyle, Associates portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
Technology: $94.1 Million
ETFs: $45.4 Million
Healthcare: $29 Million
Financial Services: $23.2 Million
Industrials: $19 Million
Consumer Cyclical: $10.3 Million
Utilities: $7.07 Million
Communication Services: $6.06 Million
Other: $11.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$30.9 Million 12.58% of portfolio
165,455
Q3 2025 Reduced 0.13%
$4.3T
$15.2 Million 6.21% of portfolio
59,787
Q3 2025 Reduced 0.53%
$3.78T
$14.6 Million 5.96% of portfolio
28,236
Q3 2025 Added 1.27%
$2.39T
$10.3 Million 4.21% of portfolio
47,025
Q3 2025 Reduced 0.49%
$881B
$10.3 Million 4.2% of portfolio
32,686
Q3 2025 Reduced 0.39%
$0
$10.1 Million 4.1% of portfolio
39,551
Q3 2025 Added 7.69%
$0
$9.37 Million 3.82% of portfolio
147,971
Q3 2025 New
$0
$8.23 Million 3.36% of portfolio
175,456
Q3 2025 Added 6.9%
$139B
$7.83 Million 3.19% of portfolio
23,737
Q3 2025 Reduced 0.08%
$388B
$7.76 Million 3.16% of portfolio
47,966
Q2 2025 Reduced 1.31%
$55.4B
$7.68 Million 3.13% of portfolio
25,133
Q3 2025 Reduced 0.18%
$522B
$7.31 Million 2.98% of portfolio
39,416
Q3 2025 Reduced 0.4%
$25.4B
$7.07 Million 2.88% of portfolio
99,342
Q3 2025 New
$132B
$6.33 Million 2.58% of portfolio
30,091
Q3 2025 Added 10.25%
$34.7B
$6.31 Million 2.57% of portfolio
44,491
Q3 2025 Added 0.01%
$533B
$6.16 Million 2.51% of portfolio
18,052
Q3 2025 Reduced 0.04%
$61.4B
$5.56 Million 2.27% of portfolio
27,301
Q3 2025 Added 29.79%
$181B
$5.07 Million 2.07% of portfolio
51,788
Q3 2025 Reduced 0.19%
$74.9B
$4.95 Million 2.02% of portfolio
19,001
Q3 2025 Added 0.15%
$222B
$4.9 Million 2.0% of portfolio
10,109
Q3 2025 Reduced 0.2%
$414B
$4.72 Million 1.93% of portfolio
20,403
Q3 2025 Added 0.12%
$204B
$4.38 Million 1.79% of portfolio
31,223
Q3 2025 Reduced 0.01%
$39.9B
$3.86 Million 1.57% of portfolio
37,187
Q3 2025 Added 3.64%
$0
$3.76 Million 1.53% of portfolio
38,920
Q3 2025 Added 0.12%
$1.37T
$3.49 Million 1.42% of portfolio
4,752
Q3 2025 New
$971B
$3.42 Million 1.4% of portfolio
4,488
Q3 2025 Added 2.84%
$303B
$3.43 Million 1.4% of portfolio
22,095
Q3 2025 Reduced 0.11%
$193B
$2.66 Million 1.08% of portfolio
5,951
Q3 2025 New
$172B
$2.57 Million 1.05% of portfolio
58,400
Q3 2025 Added 0.74%
$0
$2.56 Million 1.04% of portfolio
47,537
Q3 2025 Added 0.1%
$57.5B
$2.39 Million 0.98% of portfolio
8,777
Q3 2025 Reduced 0.32%
$0
$2.24 Million 0.91% of portfolio
106,086
Q3 2025 Added 0.45%
$413B
$1.61 Million 0.66% of portfolio
31,223
Q3 2025 Reduced 66.0%
$0
$1.57 Million 0.64% of portfolio
4,774
Q3 2025 Reduced 0.06%
$0
$1.3 Million 0.53% of portfolio
21,629
Q3 2025 Added 0.03%
$130B
$1.22 Million 0.5% of portfolio
3,425
Q3 2025 Added 5.55%
$346B
$985,000 0.4% of portfolio
6,417
Q3 2025 Added 0.08%
$115B
$853,000 0.35% of portfolio
1,740
Q2 2025 New
$0
$740,000 0.3% of portfolio
10,084
Q3 2025 Added 0.19%
$0
$660,000 0.27% of portfolio
4,285
Q3 2025 Added 0.14%
$0
$626,000 0.26% of portfolio
2,222
Q3 2025 Reduced 0.85%
$0
$577,000 0.24% of portfolio
21,153
Q3 2025 Added 0.27%
$0
$598,000 0.24% of portfolio
6,698
Q3 2025 Added 0.37%
$0
$520,000 0.21% of portfolio
16,463
Q3 2025 Reduced 1.82%
$0
$452,000 0.18% of portfolio
21,569
Q2 2025 Reduced 5.18%
$0
$435,000 0.18% of portfolio
653
Q2 2025 New
$0
$422,000 0.17% of portfolio
16,845
Q3 2025 Reduced 4.12%
$0
$403,000 0.16% of portfolio
44,289
Q3 2025 Added 0.26%
$0
$334,000 0.14% of portfolio
5,125
Q3 2025 Reduced 77.72%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $245 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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