StockDriftsStockDriftsTop 50 Valley Brook Capital Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.13% | 43.4K | $14.4M | -0.07%(-30) | $125.28(+177.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 7.38% | 25.5K | $13.1M | +0.12%(+31) | $238.45(+122.83%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.92% | 30.5K | $7.0M | +0.07%(+20) | $35.25(+518.26%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 3.55% | 7.8K | $6.3M | +0.58%(+45) | $242.03(+194.72%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.5% | 18.8K | $6.2M | +0.14%(+27) | $144.72(+132.02%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 3.4% | 23.1K | $6.0M | -0.20%(-47) | $106.39(+169.19%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.2% | 16.2K | $5.7M | +0.40%(+65) | $68.90(+396.82%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.55% | 18.2K | $4.5M | +0.28%(+50) | $173.28(+46.07%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.18% | 11.4K | $3.9M | +0.62%(+70) | $140.11(+126.13%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 2.15% | 13.4K | $3.8M | -0.41%(-55) | $290.38(+9.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.85% | +67.87% | +10.67% | +65.99% |
| Top 20 Holdings Unweighted | +19.72% | +71.61% | +10.27% | +63.05% |
Valley Brook Capital Group INC reports $177.62M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.1%), MSFT (7.4%) and NVDA (3.9%). The top 20 holdings account for 56.63% of reported assets. Its disclosed equity book has returned +67.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Valley Brook Capital Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1851418). View Valley Brook Capital Group INC’s 13F filings on SEC