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Brick & Kyle Associates

Portfolio Manager
Brick & Kyle Associates
Performance
-1.66% (2026 Q1)
AUM (13F)
$302.94M
# of Holdings
96
Performance Rank
Allocation (Top 20)
68.31%

Brick & Kyle Associates Holdings Map

Top 50 Brick & Kyle Associates Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.94%130.6K$33.1M
+126.27%(+72.89K)
2025-Q1: 60.3K shares2025-Q2: 60.1K shares2025-Q3: 59.8K shares2025-Q4: 57.7K shares2026-Q1: 130.6K shares
$183.64(+68.06%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.63%149.9K$26.1M
-8.40%(-13.74K)
2025-Q1: 167.7K shares2025-Q2: 165.7K shares2025-Q3: 165.5K shares2025-Q4: 163.7K shares2026-Q1: 149.9K shares
$5.59(+3385.64%)
2026-03-31
MINT
PIMCO ETF TR
5.57%167.9K$16.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 353.0K shares2025-Q4: 0 shares2026-Q1: 167.9K shares
$100.45(+0.08%)
2026-03-31
MSFT
MICROSOFT CORP
3.12%25.5K$9.4M
-6.49%(-1.77K)
2025-Q1: 27.9K shares2025-Q2: 27.9K shares2025-Q3: 28.2K shares2025-Q4: 27.3K shares2026-Q1: 25.5K shares
$113.76(+243.27%)
2026-03-31
AMZN
AMAZON COM INC
2.97%43.2K$9.0M
-8.02%(-3.77K)
2025-Q1: 48.7K shares2025-Q2: 47.3K shares2025-Q3: 47.0K shares2025-Q4: 47.0K shares2026-Q1: 43.2K shares
$43.12(+462.75%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
2.97%44.2K$9.0M
-7.12%(-3.39K)
2025-Q1: 48.6K shares2025-Q2: 48.0K shares2025-Q3: 48.0K shares2025-Q4: 47.6K shares2026-Q1: 44.2K shares
$87.36(+492.75%)
2026-03-31
VB
VANGUARD INDEX FDS
2.92%33.8K$8.8M
-14.32%(-5.64K)
2025-Q1: 35.9K shares2025-Q2: 36.7K shares2025-Q3: 39.6K shares2025-Q4: 39.4K shares2026-Q1: 33.8K shares
$193.40(+55.30%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.87%29.6K$8.7M
-8.48%(-2.74K)
2025-Q1: 32.8K shares2025-Q2: 32.8K shares2025-Q3: 32.7K shares2025-Q4: 32.3K shares2026-Q1: 29.6K shares
$77.82(+329.78%)
2026-03-31
KRE
SPDR SERIES TRUST
2.83%131.6K$8.6M
-10.40%(-15.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 148.0K shares2025-Q4: 146.9K shares2026-Q1: 131.6K shares
$61.87(+21.26%)
2026-03-31
AMLP
ALPS ETF TR
2.83%162.6K$8.6M
-5.64%(-9.72K)
2025-Q1: 161.4K shares2025-Q2: 164.1K shares2025-Q3: 175.5K shares2025-Q4: 172.3K shares2026-Q1: 162.6K shares
$33.94(+53.37%)
2026-03-31

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