BRIAN LOW FINANCIAL GROUP, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 66.9%; sector active share 18.2% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
116 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 20.7% | $32,173,132 |
| Technology | 18.9% | $29,363,035 |
| Unclassified | 11.3% | $17,620,716 |
| Financial Services | 10.5% | $16,280,813 |
| Healthcare | 8.5% | $13,163,236 |
| Energy | 7.8% | $12,147,818 |
| Consumer Cyclical | 6.5% | $10,060,920 |
| Communication Services | 4.9% | $7,597,594 |
| Consumer Defensive | 4.3% | $6,630,907 |
| Real Estate | 2.6% | $4,107,714 |
| Utilities | 2.4% | $3,740,108 |
| Basic Materials | 1.8% | $2,811,965 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SWP | Stanley Black & Decker, Inc. | +62,984 | 771,572 | $21,501,396 | |
| PSEC | Prospect Capital Corp | +14,998 | 55,306 | $127,756 | |
| WMT | Walmart Inc. | +12,971 | 20,371 | $2,307,219 | |
| VUG | VANGUARD GROWTH INDEX FUND | +9,593 | 11,553 | $995,175 | |
| PID | Victory Portfolios II | +9,589 | 108,657 | $2,412,185 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +9,381 | 89,322 | $2,680,553 | |
| BKNG | Booking Holdings Inc. | +8,297 | 8,402 | $1,497,572 | |
| DAL | Delta Air Lines, Inc. | +7,722 | 19,421 | $1,818,970 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +5,670 | 22,036 | $870,422 | |
| CCJ | Cameco Corp | +5,609 | 13,372 | $1,362,071 | |
| ENB | Enbridge Inc | +4,431 | 26,491 | $1,436,077 | |
| NEE | Nextera Energy Inc | +4,133 | 20,828 | $1,828,073 | |
| BDX | Becton Dickinson & Co | +3,776 | 8,871 | $1,342,448 | |
| MBB | iShares MBS ETF | +3,497 | 34,669 | $0 | |
| DLR | Digital Realty Trust, Inc. | +3,375 | 9,023 | $1,620,350 | |
| MDT | Medtronic plc | +3,243 | 19,833 | $1,551,535 | |
| ORCL | Oracle Corp | +3,125 | 16,763 | $2,456,617 | |
| PLD | Prologis, Inc. | +2,537 | 18,361 | $2,487,364 | |
| TJX | Tjx Companies Inc | +2,513 | 12,513 | $1,895,719 | |
| FCX | Freeport-Mcmoran Inc | +2,262 | 29,066 | $1,827,960 | |
| EMR | Emerson Electric Co | +2,211 | 12,751 | $1,825,305 | |
| EFA | iShares MSCI EAFE ETF | +2,175 | 37,268 | $0 | |
| META | Meta Platforms, Inc. | +1,976 | 5,305 | $2,988,253 | |
| PM | Philip Morris International Inc. | +1,970 | 13,144 | $2,377,881 | |
| MSFT | Microsoft Corp | +1,962 | 16,881 | $6,296,950 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STM | STMicroelectronics N.V. | −54,503 | 3,676 | $275,295 | |
| XOM | ExxonMobil Holdings Corp | −772 | 47,268 | $6,462,480 | |
| TSLA | Tesla, Inc. | −346 | 1,360 | $572,016 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −343 | 2,900 | $254,852 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | −333 | 3,154 | $322,654 | |
| GOOGL | Alphabet Inc. | −323 | 12,273 | $4,386,002 | |
| ESTA | Establishment Labs Holdings Inc. | −236 | 4,362 | $374,303 | |
| GLD | Spdr Gold Trust | −125 | 1,086 | $400,060 | |
| IPAC | iShares Core MSCI Pacific ETF | −115 | 2,981 | $0 | |
| IEMG | iShares Trust | −114 | 3,269 | $0 | |
| VTV | VANGUARD VALUE INDEX FUND | −97 | 3,921 | $854,503 | |
| GE | General Electric Co | −96 | 676 | $252,641 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −74 | 3,843 | $457,278 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −55 | 920 | $223,550 | |
| VOO | VANGUARD 500 INDEX FUND | −51 | 692 | $475,272 | |
| GLDM | World Gold Trust | −40 | 2,728 | $216,657 | |
| ETR | Entergy Corp | −28 | 8,277 | $950,696 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | −24 | 822 | $300,605 | |
| HD | Home Depot, Inc. | −16 | 812 | $286,376 | |
| BRK-B | Berkshire Hathaway Inc | −14 | 655 | $327,755 | |
| ALB | Albemarle Corp | −10 | 4,000 | $540,120 | |
| JNJ | Johnson & Johnson | −3 | 1,055 | $267,938 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RRR | Red Rock Resorts, Inc. | 25,754 | $1,675,555 | |
| PGR | Progressive Corp | 6,833 | $1,492,668 | |
| TPB | Turning Point Brands, Inc. | 15,618 | $1,324,562 | |
| FDN | First Trust Dow Jones Internet Index Fund | 2,793 | $739,362 | |
| AMD | Advanced Micro Devices Inc | 608 | $353,193 | |
| AMAT | Applied Materials Inc | 386 | $279,078 | |
| DDOG | Datadog, Inc. | 912 | $237,448 | |
| GEV | GE Vernova Inc. | 176 | $206,775 | |
| ECC | Eagle Point Credit Co | 48,000 | $178,560 | |
| OXSQ | Oxford Square Capital Corp. | 126,000 | $166,320 | |
| PNNT | Pennantpark Investment Corp | 14,000 | $48,580 | |
| IWV | iShares Russell 3000 ETF | 2,151 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | 11,213 | $1,530,238 | |
| FLS | Flowserve Corp | 19,271 | $1,416,611 | |
| TM | Toyota Motor Corp | 6,125 | $1,262,301 | |
| UPS | United Parcel Service Inc | 12,775 | $1,256,804 | |
| SIMO | Silicon Motion Technology CORP | 10,495 | $1,178,483 | |
| CRM | Salesforce, Inc. | 4,727 | $882,389 | |
| EMLP | First Trust North American Energy Infrastructure Fund | 16,855 | $735,889 | |
| SCHW | Schwab Charles Corp | 3,137 | $294,815 | |
| T | At&T Inc. | 9,503 | $275,491 | |
| LNG | Cheniere Energy, Inc. | 912 | $258,789 | |
| VZ | Verizon Communications Inc | 4,715 | $236,693 | |
| ITB | iShares U.S. Home Construction ETF | 7,240 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SWP |
Stanley Black & Decker, Inc.
Industrials
|
Added | 771,572 | $21,501,396 | 13.81% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 47,268 | $6,462,480 | 4.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 22,242 | $6,435,945 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,881 | $6,296,950 | 4.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,273 | $4,386,002 | 2.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,905 | $4,119,363 | 2.65% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 11,643 | $3,274,128 | 2.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,574 | $3,087,333 | 1.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,305 | $2,988,253 | 1.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 14,531 | $2,907,507 | 1.87% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Added | 89,322 | $2,680,553 | 1.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,833 | $2,563,975 | 1.65% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 18,361 | $2,487,364 | 1.60% | |
| ORCL |
Oracle Corp
Technology
|
Added | 16,763 | $2,456,617 | 1.58% | |
| PID |
Victory Portfolios II
|
Added | 108,657 | $2,412,185 | 1.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 13,144 | $2,377,881 | 1.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,371 | $2,307,219 | 1.48% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 2,019 | $2,287,304 | 1.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,768 | $2,206,379 | 1.42% | |
| RTX |
RTX Corp
Industrials
|
Added | 10,715 | $2,032,956 | 1.31% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Added | 10,712 | $2,031,209 | 1.30% | |
| C |
Citigroup Inc
Financial Services
|
Added | 14,455 | $2,023,121 | 1.30% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 7,979 | $1,964,589 | 1.26% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,637 | $1,906,715 | 1.22% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 12,513 | $1,895,719 | 1.22% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 15,768 | $1,855,420 | 1.19% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,832 | $1,852,829 | 1.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,853 | $1,840,077 | 1.18% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 20,828 | $1,828,073 | 1.17% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 29,066 | $1,827,960 | 1.17% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 12,751 | $1,825,305 | 1.17% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Added | 19,421 | $1,818,970 | 1.17% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 2,561 | $1,679,734 | 1.08% | |
| RRR |
Red Rock Resorts, Inc.
Consumer Cyclical
|
NEW | 25,754 | $1,675,555 | 1.08% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 5,867 | $1,660,243 | 1.07% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 9,023 | $1,620,350 | 1.04% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 5,803 | $1,578,416 | 1.01% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 19,833 | $1,551,535 | 1.00% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 8,402 | $1,497,572 | 0.96% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,555 | $1,495,225 | 0.96% | |
| PGR |
Progressive Corp
Financial Services
|
NEW | 6,833 | $1,492,668 | 0.96% | |
| ENB |
Enbridge Inc
Energy
|
Added | 26,491 | $1,436,077 | 0.92% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 6,849 | $1,410,962 | 0.91% | |
| CCJ |
Cameco Corp
Energy
|
Added | 13,372 | $1,362,071 | 0.87% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 8,871 | $1,342,448 | 0.86% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
NEW | 15,618 | $1,324,562 | 0.85% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Added | 5,777 | $1,310,281 | 0.84% | |
| BKR |
Baker Hughes Co
Energy
|
Added | 22,405 | $1,243,477 | 0.80% | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
Added | 7,330 | $1,159,972 | 0.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,801 | $1,144,270 | 0.73% |
Showing the top 50 of 116 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.