J. M. Brown & Associates Inc.
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
77 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.7% | $31,878,457 |
| Financial Services | 7.3% | $4,356,693 |
| Healthcare | 6.7% | $3,960,339 |
| Communication Services | 6.0% | $3,584,220 |
| Industrials | 5.6% | $3,303,450 |
| Energy | 5.2% | $3,108,427 |
| Consumer Defensive | 4.7% | $2,781,421 |
| Unclassified | 4.7% | $2,781,144 |
| Consumer Cyclical | 4.6% | $2,757,041 |
| Utilities | 0.9% | $538,142 |
| Basic Materials | 0.5% | $269,781 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 19,764 | $5,718,911 | 9.64% | |
| NVDA |
Nvidia Corp
Technology
|
First | 22,757 | $4,553,448 | 7.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 7,791 | $2,784,269 | 4.69% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,289 | $1,972,902 | 3.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 3,901 | $1,952,021 | 3.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 11,680 | $1,596,889 | 2.69% | |
| DELL |
Dell Technologies Inc.
Technology
|
First | 3,479 | $1,501,049 | 2.53% | |
| LRCX |
Lam Research Corp
Technology
|
First | 3,429 | $1,485,888 | 2.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 2,184 | $1,268,707 | 2.14% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 6,534 | $1,182,065 | 1.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 942 | $1,129,863 | 1.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 4,733 | $1,128,063 | 1.90% | |
| ASML |
Asml Holding NV
Technology
|
First | 562 | $1,118,065 | 1.88% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,940 | $1,110,585 | 1.87% | |
| KLAC |
Kla Corp
Technology
|
First | 3,567 | $1,076,199 | 1.81% | |
| MU |
Micron Technology Inc
Technology
|
First | 897 | $1,035,398 | 1.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 2,391 | $1,005,654 | 1.70% | |
| IAUM |
iShares Gold Trust Micro
|
First | 23,898 | $956,158 | 1.61% | |
| ALAB |
Astera Labs, Inc.
Technology
|
First | 1,909 | $922,085 | 1.55% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 1,225 | $885,675 | 1.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,242 | $815,816 | 1.38% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
First | 2,277 | $797,109 | 1.34% | |
| INTC |
Intel Corp
Technology
|
First | 5,704 | $796,449 | 1.34% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 10,278 | $739,502 | 1.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 986 | $726,090 | 1.22% | |
| CMI |
Cummins Inc
Industrials
|
First | 1,014 | $723,194 | 1.22% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 2,360 | $703,020 | 1.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 2,051 | $699,432 | 1.18% | |
| CVX |
Chevron Corp
Energy
|
First | 4,115 | $682,102 | 1.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,176 | $662,429 | 1.12% | |
| ON |
On Semiconductor Corp
Technology
|
First | 6,675 | $631,054 | 1.06% | |
| OKE |
Oneok Inc /New/
Energy
|
First | 7,126 | $619,534 | 1.04% | |
| FLEX |
Flex Ltd.
Technology
|
First | 3,817 | $618,621 | 1.04% | |
| MTZ |
Mastec Inc
Industrials
|
First | 1,406 | $584,980 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,214 | $562,289 | 0.95% | |
| NOK |
Nokia Corp
Technology
|
First | 42,136 | $559,566 | 0.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,157 | $552,548 | 0.93% | |
| V |
Visa Inc.
Financial Services
|
First | 1,599 | $548,600 | 0.92% | |
| SII |
Sprott Inc.
Financial Services
|
First | 4,839 | $543,661 | 0.92% | |
| GLD |
Spdr Gold Trust
|
First | 1,447 | $533,045 | 0.90% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 1,549 | $518,636 | 0.87% | |
| NVS |
Novartis AG
Healthcare
|
First | 3,213 | $503,541 | 0.85% | |
| CME |
Cme Group Inc.
Financial Services
|
First | 2,261 | $499,296 | 0.84% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 1,797 | $459,007 | 0.77% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 453 | $437,145 | 0.74% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
First | 6,646 | $410,456 | 0.69% | |
| WDC |
Western Digital Corp
Technology
|
First | 627 | $400,477 | 0.68% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 373 | $397,207 | 0.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 2,974 | $382,159 | 0.64% | |
| SNDK |
Sandisk Corp
Technology
|
First | 167 | $379,712 | 0.64% |
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.