BROOKS, MOORE & ASSOCIATES, INC.

Institutional manager (13F) · CIK 1767040

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $170M

#	Issuer	Value	Shares
1	JPMORGAN CHASE & CO	$8M	26,864
2	JOHNSON & JOHNSON	$8M	31,826
3	VANGUARD INDEX FDS	$7M	12,133
4	EXXON MOBIL CORP	$7M	41,231
5	COCA COLA CO	$7M	90,076
6	MICROSOFT CORP	$7M	18,384
7	SCHWAB STRATEGIC TR	$7M	138,056
8	JP MORGAN EXCHANGE-TRADED F	$6M	125,577
9	CHEVRON CORP NEW	$6M	29,314
10	ABBVIE INC	$6M	27,417
11	ALPHABET INC	$5M	19,050
12	APPLE INC	$5M	18,985
13	WALMART INC	$5M	36,437
14	CISCO SYS INC	$4M	56,744
15	HONEYWELL INTL INC	$4M	18,549
16	ABBOTT LABS	$4M	40,305
17	PEPSICO INC	$4M	25,541
18	MERCK & CO INC	$4M	30,769
19	VANGUARD SCOTTSDALE FDS	$3M	41,665
20	HOME DEPOT INC	$3M	9,961
21	WISDOMTREE TR	$3M	36,760
22	ISHARES U S ETF TR	$3M	58,153
23	VERIZON COMMUNICATIONS INC	$3M	55,561
24	BLACKROCK ETF TRUST II	$3M	52,675
25	INTERNATIONAL BUSINESS MACHS	$3M	11,227
26	PINNACLE FINL PARTNERS INC	$3M	29,615
27	LOCKHEED MARTIN CORP	$3M	4,140
28	LILLY ELI & CO	$2M	2,624
29	CHUBB LIMITED	$2M	7,380
30	SOUTHERN CO	$2M	24,573
31	LOWES COS INC	$2M	9,674
32	QUALCOMM INC	$2M	16,299
33	PROCTER AND GAMBLE CO	$2M	14,328
34	SHELL PLC	$2M	20,545
35	VANGUARD SCOTTSDALE FDS	$2M	24,060
36	RTX CORPORATION	$2M	9,832
37	BANK AMER CORP	$2M	34,573
38	ORACLE CORP	$2M	11,402
39	CAPITAL ONE FINL CORP	$2M	8,988
40	NEXTERA ENERGY INC	$2M	17,345
41	NORFOLK SOUTHERN CORP	$2M	5,550
42	DUKE ENERGY CORP NEW	$2M	11,959
43	TJX COS INC NEW	$2M	9,620
44	BERKSHIRE HATHAWAY INC DEL	$1M	2
45	SPDR S&P 500 ETF TR	$1M	1,955
46	TRUIST FINL CORP	$1M	27,225
47	GE AEROSPACE	$1M	4,390
48	ISHARES TR	$1M	12,000
49	VANGUARD MALVERN FDS	$1M	15,146
50	MONDELEZ INTL INC	$1M	20,085

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.