BRIAN LOW FINANCIAL GROUP, LLC
Long book
$147.2M
Q1 2026
Positions
116
Top-10 weight
38%
concentration
Last quarter
+10.2%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsBRIAN LOW FINANCIAL GROUP, LLC is an institutional manager, running a $147.2M US long book across 116 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SWP GROWTH & INCOME ETF, EXXON MOBIL CORP, MICROSOFT CORP, APPLE INC, ALPHABET INC-CL A.
Over the last 4 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 3 of 4 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2025
+8.2%
Q3 2025
+3.4%
Q4 2025
-0.2%
Q1 2026
+10.2%
Sector allocation
Technology 31%
Industrials 14%
Financials 13%
Energy 12%
Healthcare 9%
Consumer discretionary 8%
Utilities 4%
Materials 3%
Long book by quarter
What does BRIAN LOW own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 48.0K | $8.2M | 5.5% | -1.8% |
| MSFT MICROSOFT CORP | Technology | 14.9K | $5.5M | 3.8% | +31.9% |
| AAPL APPLE INC | Technology | 20.6K | $5.2M | 3.6% | +9.8% |
| GOOGL ALPHABET INC-CL A | Technology | 12.6K | $3.6M | 2.5% | +12.5% |
| AVGO BROADCOM INC | Technology | 9.7K | $3.0M | 2.0% | +8.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 9.8K | $2.4M | 1.6% | +8.6% |
| NVDA NVIDIA CORP | Technology | 12.9K | $2.3M | 1.5% | +38.2% |
| STM STMICROELECTRONICS NV-NY SHS | Technology | 58.2K | $2.0M | 1.4% | +80.2% |
| ORCL ORACLE CORP | Technology | 13.6K | $2.0M | 1.4% | +9.7% |
| JPM JPMORGAN CHASE & CO | Financials | 6.7K | $2.0M | 1.3% | -38.7% |
| RTX RTX CORP | Industrials | 9.9K | $1.9M | 1.3% | +9.5% |
| META META PLATFORMS INC-CLASS A | Technology | 3.3K | $1.9M | 1.3% | +5.0% |
| LLY ELI LILLY & CO | Healthcare | 2.0K | $1.9M | 1.3% | +5.1% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 11.2K | $1.8M | 1.3% | +12.7% |
| AZN ASTRAZENECA PLC | Healthcare | 9.2K | $1.8M | 1.2% | New |
| BX BLACKSTONE INC | Financials | 14.5K | $1.7M | 1.1% | +64.2% |
| ABBV ABBVIE INC | Healthcare | 7.7K | $1.7M | 1.1% | +9.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 10.0K | $1.6M | 1.1% | +9.6% |
| FCX FREEPORT-MCMORAN INC | Materials | 26.8K | $1.6M | 1.1% | +10.5% |
| NEE NEXTERA ENERGY INC | Utilities | 16.7K | $1.6M | 1.1% | +10.5% |
| TOL TOLL BROTHERS INC | Industrials | 11.2K | $1.5M | 1.0% | +11.9% |
| C CITIGROUP INC | Financials | 13.3K | $1.5M | 1.0% | +1.7% |
| COR CENCORA INC | Consumer discretionary | 4.8K | $1.5M | 1.0% | +11.3% |
| AXP AMERICAN EXPRESS CO | Financials | 4.8K | $1.5M | 1.0% | +71.6% |
| MDT MEDTRONIC PLC | Healthcare | 16.6K | $1.4M | 1.0% | +11.2% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.7K | $1.4M | 1.0% | +20.7% |
| FLS FLOWSERVE CORP | Industrials | 19.3K | $1.4M | 1.0% | -16.3% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 6.6K | $1.4M | 0.9% | +9.6% |
| EMR EMERSON ELECTRIC CO | Industrials | 10.5K | $1.4M | 0.9% | +10.9% |
| BLK BLACKROCK INC | Financials | 1.4K | $1.4M | 0.9% | +10.5% |
| BKR BAKER HUGHES CO | Industrials | 20.8K | $1.3M | 0.9% | -15.6% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 12.8K | $1.3M | 0.9% | +54.1% |
| ENB ENBRIDGE INC | Energy | 22.1K | $1.2M | 0.8% | +9.2% |
| UNP UNION PACIFIC CORP | Industrials | 4.9K | $1.2M | 0.8% | +10.5% |
| URI UNITED RENTALS INC | Services media | 1.6K | $1.2M | 0.8% | +78.0% |
| DRI DARDEN RESTAURANTS INC | Consumer discretionary | 5.5K | $1.1M | 0.7% | +11.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.7K | $988K | 0.7% | +9.5% |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 4.7K | $940K | 0.6% | +10.7% |
| ETR ENTERGY CORP | Utilities | 8.3K | $933K | 0.6% | Held |
| WMT WALMART INC | Consumer discretionary | 7.4K | $920K | 0.6% | +0.2% |
| CRM SALESFORCE INC | Technology | 4.7K | $882K | 0.6% | +261.7% |
| CCJ CAMECO CORP | Materials | 7.8K | $843K | 0.6% | -43.0% |
| BDX BECTON DICKINSON AND CO | Healthcare | 5.1K | $801K | 0.5% | New |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 16.4K | $798K | 0.5% | -33.7% |
| DAL DELTA AIR LINES INC | Industrials | 11.7K | $778K | 0.5% | New |
| ALB ALBEMARLE CORP | Materials | 4.0K | $720K | 0.5% | Held |
| TSLA TESLA INC | Industrials | 1.7K | $634K | 0.4% | +29.0% |
| BKNG BOOKING HOLDINGS INC | Industrials | 105 | $442K | 0.3% | New |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 4.8K | $387K | 0.3% | Held |
| NEU NEWMARKET CORP | Other | 561 | $360K | 0.2% | Held |
13F filing history
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P