BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Valley Brook Capital Group, Inc.

· CIK 0001851418
13F Portfolio $149M AUM 112 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 61 Added 20 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 42,908.0 $10.9M 7.30% -585.0 -1.4% $253.79 +20.2%
2 AVGO BROADCOM INC Technology 16,078.0 $5.0M 3.34% -110.0 -0.7% $309.51 +33.9%
3 RTX RTX CORPORATION Industrials 19,958.0 $3.8M 2.58% -124.0 -0.6% $192.90 -9.4%
4 GOOG ALPHABET INC Communication Services 10,987.0 $3.2M 2.11% -129.0 -1.2% $286.86 +33.7%
5 META META PLATFORMS INC Communication Services 2,981.0 $1.7M 1.14% -140.0 -4.5% $572.13 +6.2%
6 PEP PEPSICO INC Consumer Defensive 6,807.0 $1.1M 0.71% -1K -16.8% $155.29 -4.1%
7 PG PROCTER & GAMBLE CO Consumer Defensive 6,698.0 $967K 0.65% -2K -23.0% $144.44 -1.4%
8 VZ VERIZON COMMUNICATIONS INC Communication Services 10,331.0 $519K 0.35% -723.0 -6.5% $50.20 -4.7%
9 VMC VULCAN MATLS CO Basic Materials 1,610.0 $438K 0.29% -50.0 -3.0% $272.30 -3.3%
10 HSY HERSHEY CO Consumer Defensive 1,700.0 $353K 0.24% -35.0 -2.0% $207.89 -8.4%
11 CRM SALESFORCE INC Technology 1,511.0 $282K 0.19% -2K -62.2% $186.62 -5.5%
12 BLK BLACKROCK INC Financial Services 285.0 $274K 0.18% -12.0 -4.0% $961.71 +10.6%
13 DIS DISNEY WALT CO Communication Services 2,764.0 $266K 0.18% -500.0 -15.3% $96.38 +7.5%
14 MINT PIMCO ETF TR 2,559.0 $257K 0.17% -1K -31.4% $100.56 +0.1%
15 GIS GENERAL MILLS INC Consumer Defensive 6,905.0 $257K 0.17% -200.0 -2.8% $37.22 -10.1%
16 OKE ONEOK INC NEW Energy 2,785.0 $252K 0.17% -48.0 -1.7% $90.38 +2.5%
17 SBUX STARBUCKS CORP Consumer Cyclical 2,535.0 $227K 0.15% -35.0 -1.4% $89.60 +18.9%
18 BTZ BLACKROCK CR ALLOCATION Financial Services 16,720.0 $169K 0.11% -2K -8.2% $10.10 -0.8%
19 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 20,306.0 $153K 0.10% -3K -11.7% $7.54 +3.1%
20 MCR MFS CHARTER INCOME TR Financial Services 19,650.0 $119K 0.08% -1K -5.8% $6.06 -2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Industrials 18.4%
Healthcare 10.7%
Financial Services 10.1%
Consumer Cyclical 9.5%
Consumer Defensive 6.6%
Communication Services 6.2%
Energy 5.5%
Utilities 3.4%
Basic Materials 1.5%