BRIAN LOW FINANCIAL GROUP, LLC
Filing Date
Global Rank
#5,341
/ 8,232
▲ 425
Top Industry
Semiconductors
9.7%
3Y Alpha vs SPY
+1.5%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.2%
SPY
+16.0%
Annualised alpha
+1.5%
Max drawdown
−9.0%
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
86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.1%
+1.8 pts
Top 5
25.2%
+0.4 pts
Top 10
35.9%
−2.1 pts
HHI
245
Diversified+7
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.1% | $26,403,079 |
| Energy | 13.2% | $13,354,934 |
| Financial Services | 11.7% | $11,775,668 |
| Healthcare | 10.1% | $10,195,211 |
| Industrials | 9.7% | $9,831,530 |
| Consumer Cyclical | 8.9% | $8,978,511 |
| Communication Services | 6.2% | $6,301,686 |
| Utilities | 3.4% | $3,406,840 |
| Consumer Defensive | 3.3% | $3,379,275 |
| Real Estate | 3.1% | $3,109,442 |
| Basic Materials | 2.6% | $2,655,026 |
| Unclassified | 1.7% | $1,682,268 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSEC | Prospect Capital Corp | +30,308 | 40,308 | $105,203 | |
| STM | STMicroelectronics N.V. | +25,885 | 58,179 | $2,010,084 | |
| BX | Blackstone Inc. | +5,678 | 14,529 | $1,670,689 | |
| UPS | United Parcel Service Inc | +4,485 | 12,775 | $1,256,804 | |
| MSFT | Microsoft Corp | +3,607 | 14,919 | $5,522,566 | |
| NVDA | Nvidia Corp | +3,574 | 12,927 | $2,254,468 | |
| CRM | Salesforce, Inc. | +3,420 | 4,727 | $882,389 | |
| FCX | Freeport-Mcmoran Inc | +2,540 | 26,804 | $1,575,539 | |
| TM | Toyota Motor Corp/ | +2,159 | 6,125 | $1,262,301 | |
| AXP | American Express Co | +2,011 | 4,820 | $1,457,953 | |
| ENB | Enbridge Inc | +1,864 | 22,060 | $1,194,328 | |
| AAPL | Apple Inc. | +1,839 | 20,634 | $5,236,702 | |
| MDT | Medtronic plc | +1,666 | 16,590 | $1,437,523 | |
| NEE | Nextera Energy Inc | +1,592 | 16,695 | $1,550,631 | |
| PLD | Prologis, Inc. | +1,488 | 15,824 | $2,091,616 | |
| GOOGL | Alphabet Inc. | +1,399 | 12,596 | $3,622,105 | |
| PM | Philip Morris International Inc. | +1,257 | 11,174 | $1,847,509 | |
| ORCL | Oracle Corp | +1,208 | 13,638 | $2,006,286 | |
| TOL | Toll Brothers, Inc. | +1,188 | 11,213 | $1,530,238 | |
| SIMO | Silicon Motion Technology CORP | +1,092 | 10,495 | $1,178,483 | |
| EMR | Emerson Electric Co | +1,035 | 10,540 | $1,380,950 | |
| SCHW | Schwab Charles Corp | +988 | 3,137 | $294,815 | |
| TJX | Tjx Companies Inc /De/ | +876 | 10,000 | $1,597,000 | |
| RTX | RTX Corp | +862 | 9,914 | $1,912,410 | |
| IBM | International Business Machines Corp | +773 | 9,760 | $2,365,726 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Ltd | −8,306 | 16,366 | $797,515 | |
| CCJ | Cameco Corp | −5,867 | 7,763 | $843,139 | |
| JPM | Jpmorgan Chase & Co | −4,267 | 6,749 | $1,985,285 | |
| BKR | Baker Hughes Co | −3,839 | 20,758 | $1,267,275 | |
| FLS | Flowserve Corp | −3,761 | 19,271 | $1,416,611 | |
| XOM | Exxon Mobil Corp | −898 | 48,040 | $8,150,466 | |
| CVX | Chevron Corp | −197 | 1,650 | $341,385 | |
| GLDM | World Gold Trust | −169 | 2,768 | $256,565 | |
| GLD | Spdr Gold Trust | −134 | 1,211 | $521,081 | |
| JNJ | Johnson & Johnson | −133 | 1,058 | $258,617 | |
| AMGN | Amgen Inc | −104 | 1,021 | $359,238 | |
| GE | General Electric Co | −90 | 772 | $219,070 | |
| SPY | Spdr S&P 500 ETF Trust | −40 | 1,391 | $904,622 | |
| SYY | Sysco Corp | −6 | 3,611 | $257,572 | |
| BRK-B | Berkshire Hathaway Inc | −4 | 669 | $320,584 | |
| HD | Home Depot, Inc. | −4 | 828 | $272,320 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 9,162 | $1,806,929 | |
| BDX | Becton Dickinson & Co | 5,095 | $801,086 | |
| DAL | Delta Air Lines, Inc. | 11,699 | $777,749 | |
| BKNG | Booking Holdings Inc. | 105 | $442,083 | |
| PWR | Quanta Services, Inc. | 536 | $294,274 | |
| LNG | Cheniere Energy, Inc. | 912 | $258,789 | |
| VZ | Verizon Communications Inc | 4,715 | $236,693 | |
| ABNB | Airbnb, Inc. | 1,844 | $232,860 | |
| OKE | Oneok Inc /New/ | 2,569 | $232,211 | |
| ETN | Eaton Corp plc | 633 | $226,405 | |
| ASML | Asml Holding NV | 159 | $210,011 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JEF | Jefferies Financial Group Inc. | 29,763 | $1,844,413 | |
| AIT | Applied Industrial Technologies Inc | 5,578 | $1,432,263 | |
| SMG | Scotts Miracle-Gro Co | 14,913 | $870,173 | |
| NKE | NIKE, Inc. | 12,696 | $808,862 | |
| DUK | Duke Energy CORP | 6,240 | $731,390 | |
| KTB | Kontoor Brands, Inc. | 10,816 | $660,749 | |
| SHEL | Shell plc | 3,830 | $281,428 | |
| MRK | Merck & Co., Inc. | 2,023 | $212,940 | |
| No positions match the current search. | ||||
86 positions ·
$101,073,470 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 86 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 48,040 | $8,150,466 | 8.06% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,919 | $5,522,566 | 5.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 20,634 | $5,236,702 | 5.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 12,596 | $3,622,105 | 3.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 9,655 | $2,988,319 | 2.96% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,760 | $2,365,726 | 2.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,927 | $2,254,468 | 2.23% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 15,824 | $2,091,616 | 2.07% | |
| STM |
STMicroelectronics N.V.
Technology
|
Added | 58,179 | $2,010,084 | 1.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 13,638 | $2,006,286 | 1.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,749 | $1,985,285 | 1.96% | |
| RTX |
RTX Corp
Industrials
|
Added | 9,914 | $1,912,410 | 1.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,329 | $1,904,620 | 1.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,024 | $1,861,614 | 1.84% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 11,174 | $1,847,509 | 1.83% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 9,162 | $1,806,929 | 1.79% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 14,529 | $1,670,689 | 1.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,650 | $1,663,798 | 1.65% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 10,000 | $1,597,000 | 1.58% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 26,804 | $1,575,539 | 1.56% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 16,695 | $1,550,631 | 1.53% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Added | 11,213 | $1,530,238 | 1.51% | |
| C |
Citigroup Inc
Financial Services
|
Added | 13,345 | $1,513,456 | 1.50% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 4,794 | $1,505,987 | 1.49% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,820 | $1,457,953 | 1.44% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 16,590 | $1,437,523 | 1.42% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,682 | $1,422,955 | 1.41% | |
| FLS |
Flowserve Corp
Industrials
|
Reduced | 19,271 | $1,416,611 | 1.40% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 6,644 | $1,382,549 | 1.37% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 10,540 | $1,380,950 | 1.37% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,432 | $1,377,168 | 1.36% | |
| BKR |
Baker Hughes Co
Energy
|
Reduced | 20,758 | $1,267,275 | 1.25% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Added | 6,125 | $1,262,301 | 1.25% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 12,775 | $1,256,804 | 1.24% | |
| ENB |
Enbridge Inc
Energy
|
Added | 22,060 | $1,194,328 | 1.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,531 | $1,193,301 | 1.18% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 4,858 | $1,178,647 | 1.17% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
Added | 10,495 | $1,178,483 | 1.17% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 1,604 | $1,168,610 | 1.16% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 5,509 | $1,079,984 | 1.07% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 5,648 | $1,017,826 | 1.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,743 | $987,824 | 0.98% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Added | 4,739 | $939,696 | 0.93% | |
| ETR |
Entergy Corp /De/
Utilities
|
Held | 8,305 | $933,149 | 0.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 7,400 | $919,672 | 0.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,391 | $904,622 | 0.90% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 4,727 | $882,389 | 0.87% | |
| CCJ |
Cameco Corp
Energy
|
Reduced | 7,763 | $843,139 | 0.83% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
NEW | 5,095 | $801,086 | 0.79% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
Reduced | 16,366 | $797,515 | 0.79% |