Top 50 Brick & Kyle Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.94% | 130.6K | $33.1M | +126.27%(+72.89K) | $183.64(+68.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.63% | 149.9K | $26.1M | -8.40%(-13.74K) | $5.59(+3385.64%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 5.57% | 167.9K | $16.9M | new | $100.45(+0.08%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.12% | 25.5K | $9.4M | -6.49%(-1.77K) | $113.76(+243.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.97% | 43.2K | $9.0M | -8.02%(-3.77K) | $43.12(+462.75%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.97% | 44.2K | $9.0M | -7.12%(-3.39K) | $87.36(+492.75%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.92% | 33.8K | $8.8M | -14.32%(-5.64K) | $193.40(+55.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.87% | 29.6K | $8.7M | -8.48%(-2.74K) | $77.82(+329.78%) | 2026-03-31 | |
| KRE | SPDR SERIES TRUST | 2.83% | 131.6K | $8.6M | -10.40%(-15.28K) | $61.87(+21.26%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 2.83% | 162.6K | $8.6M | -5.64%(-9.72K) | $33.94(+53.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.20% | +78.04% |
| Top 20 Holdings Unweighted | +18.65% | +67.02% |
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