BRAVE ASSET MANAGEMENT INC

CIK

1085867

Location

Summit, NJ

Portfolio Value

Small $210,244,378

Diversification

Diversified

Filing Date

Global Rank

#3,755 / 8,232 ▲ 259

Top Industry

Consumer Electronics 13.0%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.5%

SPY

+76.3%

Annualised alpha

-5.5%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

127 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

+0.2 pts

Top 5

45.7%

+1.2 pts

Top 10

63.2%

+0.1 pts

HHI

532

Diversified+15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.3%	$51,180,515	15
Unclassified	19.5%	$40,897,342	5
Financial Services	18.4%	$38,686,752	27
Communication Services	13.3%	$27,866,269	8
Industrials	6.1%	$12,889,437	23
Consumer Cyclical	5.9%	$12,491,125	6
Healthcare	5.6%	$11,827,929	14
Energy	4.1%	$8,520,606	18
Consumer Defensive	1.7%	$3,521,084	5
Basic Materials	1.1%	$2,363,319	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZD	Ziff Davis, Inc.	+50,127	470,282	$19,733,032
BAC	Bank Of America Corp /De/	+9,400	36,399	$1,774,451
SPY	Spdr S&P 500 ETF Trust	+8,601	37,224	$24,208,256
VZ	Verizon Communications Inc	+6,673	33,239	$1,668,597
GBTC	Grayscale Bitcoin Trust ETF	+5,287	9,561	$504,438
CRSP	CRISPR Therapeutics AG	+4,300	34,734	$1,652,296
NFLX	Netflix Inc	+3,788	9,118	$876,695
WMT	Walmart Inc.	+830	3,013	$374,455
NVDA	Nvidia Corp	+785	12,731	$2,220,286
MSFT	Microsoft Corp	+743	39,973	$14,796,805
BMY	Bristol Myers Squibb Co	+740	5,140	$311,741
MRK	Merck & Co., Inc.	+430	14,164	$1,703,787
JPM	Jpmorgan Chase & Co	+361	48,165	$14,168,216
ORCL	Oracle Corp	+359	4,542	$668,173
AAPL	Apple Inc.	+351	87,041	$22,090,135
XOM	Exxon Mobil Corp	+350	7,159	$1,214,595
GOOGL	Alphabet Inc.	+345	12,567	$3,613,766
CVX	Chevron Corp	+340	4,706	$973,671
SYY	Sysco Corp	+332	3,960	$282,466
LH	Labcorp Holdings Inc.	+250	1,245	$332,178
AMAT	Applied Materials Inc /De	+233	1,282	$438,174
BRK-B	Berkshire Hathaway Inc	+222	8,320	$3,986,944
HON	Honeywell International Inc	+200	4,078	$921,750
HD	Home Depot, Inc.	+138	2,582	$849,193
AMGN	Amgen Inc	+125	3,466	$1,219,512
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XRX	Xerox Holdings Corp	−25,000	29,000	$37,410
URG	Ur-Energy Inc	−18,000	18,000	$26,820
SRFM	Surf Air Mobility Inc.	−17,500	22,500	$25,875
KSCP	Knightscope, Inc.	−12,000	10,000	$41,700
DLTH	Duluth Holdings Inc.	−10,500	14,000	$44,240
PROP	Prairie Operating Co.	−10,000	10,000	$20,300
MDCX	Medicus Pharma Ltd.	−10,000	10,000	$4,590
PLUG	Plug Power Inc	−10,000	30,400	$68,704
IAU	Ishares Gold Trust	−9,057	172,049	$15,167,839
FLNG	Flex LNG Ltd.	−5,500	6,750	$200,542
HYT	Blackrock Corporate High Yield Fund, Inc.	−4,000	18,000	$153,360
PFE	Pfizer Inc	−2,560	10,085	$283,186
OXY	Occidental Petroleum Corp /De/	−2,500	5,208	$338,520
SLV	iShares Silver Trust	−2,189	5,627	$383,423
DVN	Devon Energy Corp/De	−1,000	8,100	$407,592
NOC	Northrop Grumman Corp /De/	−386	3,712	$2,532,474
META	Meta Platforms, Inc.	−280	792	$453,126
DIS	Walt Disney Co	−190	2,590	$249,624
ABT	Abbott Laboratories	−184	5,221	$536,040
CSCO	Cisco Systems, Inc.	−181	18,962	$1,471,261
KO	Coca Cola Co	−172	21,077	$1,602,905
EMR	Emerson Electric Co	−140	5,246	$687,330
JNJ	Johnson & Johnson	−110	9,367	$2,289,669
PG	PROCTER & GAMBLE Co	−100	7,257	$1,048,201
AFL	Aflac Inc	−100	3,759	$412,399
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CDE	Coeur Mining, Inc.	19,088	$358,281
PRU	Prudential Financial Inc	2,940	$287,208
MTDR	Matador Resources Co	4,458	$281,656
TTE	TotalEnergies SE	2,800	$254,744
PEP	Pepsico Inc	1,372	$213,057
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	818	$502,505
IBIT	iShares Bitcoin Trust ETF	9,168	$455,191
NGD	New Gold Inc. /FI	38,500	$335,335
UNH	Unitedhealth Group Inc	944	$311,623
ACN	Accenture plc	1,009	$270,714
FCX	Freeport-Mcmoran Inc	4,400	$223,476
QCOM	Qualcomm Inc/De	1,263	$216,036
SHOP	Shopify Inc.	1,313	$211,353
SAFT	Safety Insurance Group Inc	2,600	$202,566
SMR	NUSCALE POWER Corp	10,000	$141,700
ORGN	Origin Materials, Inc.	22,000	$139,920
TDOC	Teladoc Health, Inc.	13,275	$92,925
UROY	Uranium Royalty Corp.	16,000	$56,640
RXRX	Recursion Pharmaceuticals, Inc.	11,433	$46,760
KOPN	Kopin Corp	10,000	$23,400
ONCY	Oncolytics Biotech Inc	25,000	$21,750
BLNK	Blink Charging Co.	14,000	$9,338
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

127 positions · $210,244,378 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 127 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	37,224	+8,601	$24,208,256	+24.0%	11.51%
AAPL	Apple Inc. Technology	Added	87,041	+351	$22,090,135	−6.3%	10.51%
ZD	Ziff Davis, Inc. Communication Services	Added	470,282	+50,127	$19,733,032	+33.6%	9.39%
IAU	Ishares Gold Trust	Reduced	172,049	-9,057	$15,167,839	+3.2%	7.21%
MSFT	Microsoft Corp Technology	Added	39,973	+743	$14,796,805	−22.0%	7.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	48,165	+361	$14,168,216	−8.0%	6.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	44,484	+71	$9,264,682	−9.6%	4.41%
AXP	American Express Co Financial Services	Held	16,064	0	$4,859,038	−18.2%	2.31%
GLW	Corning Inc /Ny Technology	Held	34,250	0	$4,656,972	+55.3%	2.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,320	+222	$3,986,944	−2.1%	1.90%
GOOGL	Alphabet Inc. Communication Services	Added	12,567	+345	$3,613,766	−5.5%	1.72%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	3,712	-386	$2,532,474	+8.4%	1.20%
JNJ	Johnson & Johnson Healthcare	Reduced	9,367	-110	$2,289,669	+16.7%	1.09%
NVDA	Nvidia Corp Technology	Added	12,731	+785	$2,220,286	−0.3%	1.06%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,399	+9,400	$1,774,451	+19.5%	0.84%
IBM	International Business Machines Corp Technology	Held	7,229	0	$1,752,237	−18.2%	0.83%
MRK	Merck & Co., Inc. Healthcare	Added	14,164	+430	$1,703,787	+17.9%	0.81%
VZ	Verizon Communications Inc Communication Services	Added	33,239	+6,673	$1,668,597	+54.2%	0.79%
CRSP	CRISPR Therapeutics AG Healthcare	Added	34,734	+4,300	$1,652,296	+3.5%	0.79%
ALL	Allstate Corp Financial Services	Held	7,865	0	$1,630,729	−0.4%	0.78%
GS	Goldman Sachs Group Inc Financial Services	Added	1,904	+22	$1,610,764	−2.6%	0.77%
KO	Coca Cola Co Consumer Defensive	Reduced	21,077	-172	$1,602,905	+7.9%	0.76%
LLY	ELI LILLY & Co Healthcare	Held	1,737	0	$1,597,640	−14.4%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	18,962	-181	$1,471,261	−0.2%	0.70%
BX	Blackstone Inc. Financial Services	Held	12,419	0	$1,428,060	−25.4%	0.68%
YUM	Yum Brands Inc Consumer Cyclical	Held	8,387	0	$1,304,010	+2.8%	0.62%
AMGN	Amgen Inc Healthcare	Added	3,466	+125	$1,219,512	+11.5%	0.58%
XOM	Exxon Mobil Corp Energy	Added	7,159	+350	$1,214,595	+48.2%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,257	-100	$1,048,201	−0.6%	0.50%
T	At&T Inc. Communication Services	Held	33,922	0	$983,398	+16.7%	0.47%
CVX	Chevron Corp Energy	Added	4,706	+340	$973,671	+46.3%	0.46%
MMM	3M Co Industrials	Held	6,495	0	$943,268	−9.3%	0.45%
CSX	Csx Corp Industrials	Held	22,641	0	$929,413	+13.2%	0.44%
HON	Honeywell International Inc Industrials	Added	4,078	+200	$921,750	+21.8%	0.44%
C	Citigroup Inc Financial Services	Held	8,024	0	$910,001	−2.8%	0.43%
VLO	Valero Energy Corp/Tx Energy	Held	3,555	0	$878,369	+51.8%	0.42%
NFLX	Netflix Inc Communication Services	Added	9,118	+3,788	$876,695	+75.4%	0.42%
APO	Apollo Global Management, Inc. Financial Services	Held	7,778	0	$866,624	−23.0%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,582	+138	$849,193	+1.0%	0.40%
MA	Mastercard Inc Financial Services	Reduced	1,699	-24	$848,922	−13.7%	0.40%
MKL	Markel Group Inc. Financial Services	Held	439	0	$840,276	−11.0%	0.40%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,445	0	$813,984	−2.0%	0.39%
TRV	Travelers Companies, Inc. Financial Services	Held	2,710	0	$790,452	+0.6%	0.38%
KMI	Kinder Morgan, Inc. Energy	Held	23,500	0	$787,955	+22.0%	0.37%
COP	Conocophillips Energy	Held	5,846	0	$771,672	+41.0%	0.37%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	6,900	0	$746,925	+8.4%	0.36%
TXN	Texas Instruments Inc Technology	Reduced	3,823	-20	$742,197	+11.3%	0.35%
MET	Metlife Inc Financial Services	Held	9,850	0	$696,592	−10.4%	0.33%
CRS	Carpenter Technology Corp Industrials	Held	1,760	0	$693,704	+25.2%	0.33%
DE	Deere & Co Industrials	Held	1,229	0	$692,295	+21.0%	0.33%