Brooklyn Investment Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Brooklyn Investment Group reported 1,498 stock positions worth $2.2 billion. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by Apple (AAPL, 4.4%) and Microsoft (MSFT, 4.1%). Compared with Q3 2025, it opened 906 new positions, sold out of 68, added to 552 and reduced 35. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +381%) and the biggest sale an exit from Unilever (UL).
- Most Recent 13F
- Q1 2026
- Location
- NEW YORK, NY
- CIK
- 0001795705
- Portfolio Value
- $2.2B (Q4 2025)
- SEC Filing
- 0001795705-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 1,498 stocks · $2.2B
| NVDA Nvidia Corp. | 4.53% | 521,424 | $98.1M | Add +76.9% |
| AAPL Apple Inc. | 4.41% | 349,449 | $95.7M | Add +109.7% |
| MSFT Microsoft Corp. | 4.09% | 182,171 | $88.7M | Add +115.5% |
| AGG iShares Core U.S. Aggregate | 3.07% | 663,912 | $66.5M | Add +380.5% |
| AMZN Amazon.com Inc. | 2.51% | 234,597 | $54.4M | Add +103.8% |
| GOOGL Alphabet Inc. Class A | 1.81% | 125,342 | $39.3M | Add +98.7% |
| GOOG Alphabet Inc. Class C | 1.49% | 102,486 | $32.2M | Add +91.8% |
| AVGO Broadcom Inc. | 1.37% | 85,074 | $29.7M | Add +66.9% |
| META Meta Platforms Inc. Class A | 1.25% | 40,987 | $27.0M | Add +104.5% |
| JPM JPMorgan Chase & Co. | 1.14% | 76,172 | $24.7M | Add +60.9% |
| TSLA Tesla Inc. | 1.12% | 52,722 | $24.2M | Add +99.7% |
| BNDX Vanguard Total Intl Bond ETF | 1.09% | 487,209 | $23.6M | Add +337.9% |
| LLY Eli Lilly & Co. | 0.87% | 17,423 | $18.8M | Add +68.2% |
| V Visa Inc. Class A | 0.85% | 52,225 | $18.5M | Add +109.0% |
| SCHO Schwab Short-Term US Treas | 0.77% | 685,399 | $16.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 55,217 | $16.6M | Add +183.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 29,685 | $14.9M | Add +78.5% |
| XOM Exxon Mobil Corp. | 0.68% | 121,583 | $14.7M | Add +176.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 29,596 | $14.6M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 75,297 | $14.5M | Add +1964.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.64% | 12,984 | $13.8M | Add +254.4% |
| MA Mastercard Inc. Class A | 0.63% | 23,641 | $13.7M | Add +100.2% |
| VXUS Vanguard Total Intl Stock | 0.58% | 166,963 | $12.6M | Add +2924.7% |
| ORCL Oracle Corp. | 0.57% | 63,535 | $12.4M | Add +112.7% |
| WMT Walmart Inc. | 0.54% | 103,815 | $11.7M | Add +84.4% |
| JNJ Johnson & Johnson | 0.51% | 53,614 | $11.1M | Add +176.3% |
| NFLX Netflix Inc. | 0.51% | 118,040 | $11.1M | Add +61.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.50% | 116,901 | $10.8M | Add +294.1% |
| ABBV Abbvie Inc. | 0.49% | 45,605 | $10.5M | Add +83.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 15,105 | $10.4M | Add +44.6% |
| EOG EOG Resources Inc. | 0.48% | 99,133 | $10.4M | Add +1963.5% |
| BABA Alibaba Group Holding-SP ADR | 0.47% | 68,754 | $10.2M | Add +293.0% |
| COST Costco Wholesale Corp. | 0.43% | 10,851 | $9.4M | Add +50.4% |
| CAT Caterpillar Inc. | 0.42% | 15,901 | $9.2M | Add +85.4% |
| AMD Advanced Micro Devices | 0.42% | 42,317 | $9.1M | Add +141.0% |
| NVS Novartis AG-Sponsored ADR | 0.42% | 64,948 | $9.0M | Add +201.7% |
| PG The Procter & Gamble Co. | 0.42% | 62,271 | $9.0M | Add +29.7% |
| SAP Sap SE-Sponsored ADR | 0.41% | 36,099 | $8.9M | Add +241.2% |
| IVV iShares Core S&P 500 ETF | 0.38% | 12,018 | $8.3M | Add +246.7% |
| VXF Vanguard Extended Market ETF | 0.38% | 38,988 | $8.3M | Add +412.9% |
| GS Goldman Sachs Group Inc. | 0.38% | 9,196 | $8.2M | Add +69.7% |
| CAML Congress Large Cap Growth filed as PROFESIONALLY MANAGED PORTFO | 0.37% | 208,772 | $8.1M | Add +490.8% |
| HD Home Depot Inc. | 0.36% | 22,697 | $7.9M | Add +65.9% |
| RTX RTX Corp. | 0.35% | 41,470 | $7.6M | Add +29.9% |
| CSCO Cisco Systems Inc. | 0.35% | 98,006 | $7.6M | Add +147.1% |
| SHOP Shopify Inc. Class A | 0.34% | 43,900 | $7.4M | Add +219.0% |
| SHEL Shell PLC-ADR | 0.33% | 98,213 | $7.2M | Add +174.7% |
| HDB HDFC Bank Ltd.-ADR | 0.33% | 194,498 | $7.1M | Add +585.6% |
| ABT Abbott Laboratories | 0.32% | 55,972 | $7.0M | Add +76.2% |
| VOO Vanguard S&P 500 ETF | 0.32% | 10,954 | $6.9M | Add +107.0% |
| MRK Merck & Co. Inc. | 0.32% | 64,444 | $6.9M | Add +107.0% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 21,965 | $6.8M | Add +45.9% |
| AMGN Amgen Inc. | 0.31% | 20,581 | $6.8M | Add +245.3% |
| BUSA Brandes US Value ETF | 0.30% | 176,240 | $6.5M | Add +507.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 40,237 | $6.3M | Add +140.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 112,848 | $6.2M | Add +78.7% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 33,745 | $6.2M | Add +100.3% |
| MS Morgan Stanley | 0.28% | 34,287 | $6.2M | Add +22.3% |
| ISRG Intuitive Surgical Inc. | 0.28% | 10,707 | $6.2M | Add +67.3% |
| PH Parker Hannifin Corp. | 0.28% | 6,765 | $6.0M | Add +173.3% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.28% | 76,186 | $6.0M | Add +195.5% |
| WFC Wells Fargo & Co. | 0.27% | 61,873 | $5.8M | Add +100.4% |
| KO The Coca-Cola Co. | 0.26% | 81,802 | $5.7M | Add +82.4% |
| BINV Brandes International ETF | 0.25% | 136,702 | $5.5M | Add +537.8% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.25% | 168,198 | $5.4M | Add +477.3% |
| BHP BHP Group Ltd.-Spon ADR | 0.25% | 89,504 | $5.4M | Add +541.3% |
| ETN Eaton Corp. PLC | 0.24% | 16,460 | $5.3M | Add +86.3% |
| NOW ServiceNow Inc. | 0.24% | 33,849 | $5.2M | Add +104.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 58,307 | $5.2M | Add +310.0% |
| PM Philip Morris International | 0.24% | 31,652 | $5.1M | Add +84.5% |
| MCD McDonald's Corp. | 0.23% | 16,449 | $5.1M | Add +83.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 16,424 | $5.0M | Add +73.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 96,832 | $5.0M | Add +191.2% |
| APH Amphenol Corp. Class A | 0.23% | 36,015 | $4.9M | Add +127.9% |
| LIN Linde PLC | 0.22% | 11,311 | $4.8M | Add +5.1% |
| INTU Intuit Inc. | 0.21% | 6,892 | $4.6M | Add +100.8% |
| MU Micron Technology Inc. | 0.21% | 15,703 | $4.6M | Add +64.6% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 7,866 | $4.6M | Add +131.9% |
| GSK GSK PLC-Spon ADR | 0.21% | 92,885 | $4.6M | Add +238.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 13,208 | $4.5M | Add +330.6% |
| AMAT Applied Materials Inc. | 0.21% | 16,946 | $4.5M | Add +66.0% |
| BTI British American Tob-SP ADR | 0.20% | 77,588 | $4.4M | Add +183.9% |
| NEE Nextera Energy Inc. | 0.20% | 53,696 | $4.3M | Add +80.4% |
| SPGI S&P Global Inc. | 0.20% | 8,022 | $4.3M | Add +66.6% |
| HWM Howmet Aerospace Inc. | 0.20% | 20,268 | $4.2M | Add +100.7% |
| ACN Accenture PLC Class A | 0.19% | 15,492 | $4.2M | Add +68.8% |
| IWF iShares Russell 1000 Growth | 0.19% | 8,795 | $4.2M | Add +101.7% |
| BSX Boston Scientific Corp. | 0.19% | 43,651 | $4.2M | Add +80.2% |
| BKNG Booking Holdings Inc. | 0.19% | 758 | $4.1M | Add +56.3% |
| UNH Unitedhealth Group Inc. | 0.19% | 12,450 | $4.1M | Add +70.6% |
| COF Capital One Financial Corp. | 0.19% | 16,634 | $4.1M | Add +80.7% |
| AXP American Express Co. | 0.19% | 10,755 | $4.0M | Add +54.4% |
| ORLY O'reilly Automotive Inc. | 0.18% | 43,352 | $4.0M | Add +101.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.18% | 49,295 | $4.0M | Add +461.1% |
| CRM Salesforce Inc. | 0.18% | 14,496 | $3.9M | Add +39.9% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.18% | 59,117 | $3.8M | Add +205.8% |
| LOW Lowe's Cos Inc. | 0.17% | 15,355 | $3.7M | Add +110.4% |
| SGOV iShares 0-3 Month Treasury B | 0.17% | 37,233 | $3.7M | New |
| PDD PDD Holdings Inc. | 0.17% | 31,958 | $3.6M | Add +326.7% |
| QCOM Qualcomm Inc. | 0.17% | 20,855 | $3.6M | Add +84.6% |
Portfolio Sells Q3 2025 → Q4 2025
| UL Unilever PLC | Sold out | 0.00% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -77.0% | 0.02% | −0.18 |
| CMCSA Comcast Corp. Class A | Reduce -6.2% | 0.05% | −0.14 |
| VNO Vornado Realty Trust | Reduce -23.2% | 0.04% | −0.12 |
| ALX Alexander's Inc. | Reduce -40.0% | 0.03% | −0.12 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.3% | 0.03% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.1% | 0.05% | −0.09 |
| TTMI TTM Technologies | Reduce -21.9% | 0.07% | −0.07 |
| EW Edwards Lifesciences Corp. | Reduce -25.2% | 0.03% | −0.07 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -28.1% | 0.02% | −0.06 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.06 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.06 |
| AOSL Alpha & Omega Semiconductor | Sold out | 0.00% | −0.06 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −0.06 |
| TH Target Hospitality Corp. | Sold out | 0.00% | −0.05 |
| PINS Pinterest Inc. Class A | Reduce -0.2% | 0.02% | −0.05 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.05 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.05 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −0.05 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.05 |
| MXL Maxlinear Inc. | Sold out | 0.00% | −0.05 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.05 |
| SMMT Summit Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| DT Dynatrace Inc. | Reduce -16.9% | 0.01% | −0.04 |
| GOLDEN OCEAN GROUP LTD | Sold out | 0.00% | −0.04 |
| ENTA Enanta Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| METC Ramaco Resources Inc. Class A | Sold out | 0.00% | −0.04 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.04 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -70.3% | 0.01% | −0.04 |
| SBAC SBA Communications Corp. | Reduce -19.5% | 0.01% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.04 |
| PVH PVH Corp. | Reduce -1.2% | 0.02% | −0.04 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.04 |
| NVTS Navitas Semiconductor Corp. | Sold out | 0.00% | −0.04 |
| ARW Arrow Electronics Inc. | Reduce -26.2% | 0.01% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -0.9% | 0.02% | −0.04 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| CMTG Claros Mortgage Trust Inc. | Sold out | 0.00% | −0.03 |
| PLAY Dave & Buster's Entertainmen | Sold out | 0.00% | −0.03 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.03 |
| HES Hess Corp. | Sold out | 0.00% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -1.2% | 0.01% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.03 |
| RLAY Relay Therapeutics Inc. | Reduce -72.3% | 0.01% | −0.03 |
| ICHR Ichor Holdings Ltd. | Sold out | 0.00% | −0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.03 |
| TMCI Treace Medical Concepts Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Add +380.5% | 3.07% | +1.22 |
| GOOGL Alphabet Inc. Class A | Add +98.7% | 1.81% | +0.89 |
| SCHO Schwab Short-Term US Treas | New | 0.77% | +0.77 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.67% | +0.67 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1964.6% | 0.67% | +0.58 |
| AVGO Broadcom Inc. | Add +66.9% | 1.37% | +0.58 |
| VXUS Vanguard Total Intl Stock | Add +2924.7% | 0.58% | +0.53 |
| EOG EOG Resources Inc. | Add +1963.5% | 0.48% | +0.40 |
| BNDX Vanguard Total Intl Bond ETF | Add +337.9% | 1.09% | +0.34 |
| TSLA Tesla Inc. | Add +99.7% | 1.12% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +60.9% | 1.14% | +0.31 |
| ASML ASML Holding NV-NY Reg SHS | Add +254.4% | 0.64% | +0.24 |
| AZN Astrazeneca PLC-Spons ADR | Add +294.1% | 0.50% | +0.22 |
| BABA Alibaba Group Holding-SP ADR | Add +293.0% | 0.47% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +91.8% | 1.49% | +0.20 |
| CAML Congress Large Cap Growth | Add +490.8% | 0.37% | +0.20 |
| WMT Walmart Inc. | Add +84.4% | 0.54% | +0.19 |
| VXF Vanguard Extended Market ETF | Add +412.9% | 0.38% | +0.18 |
| SGOV iShares 0-3 Month Treasury B | New | 0.17% | +0.17 |
| BUSA Brandes US Value ETF | Add +507.1% | 0.30% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +183.5% | 0.77% | +0.17 |
| BHP BHP Group Ltd.-Spon ADR | Add +541.3% | 0.25% | +0.16 |
| BINV Brandes International ETF | Add +537.8% | 0.25% | +0.15 |
| MUB iShares National Muni Bond E | New | 0.15% | +0.15 |
| HL Hecla Mining Co. | New | 0.13% | +0.13 |
| SHOP Shopify Inc. Class A | Add +219.0% | 0.34% | +0.13 |
| CSMD Congress Smid Growth ETF | Add +477.3% | 0.25% | +0.13 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.12% | +0.12 |
| JNJ Johnson & Johnson | Add +176.3% | 0.51% | +0.11 |
| APH Amphenol Corp. Class A | Add +127.9% | 0.23% | +0.11 |
| RIO Rio Tinto PLC-Spon ADR | Add +461.1% | 0.18% | +0.11 |
| RKT Rocket Cos Inc. Class A | New | 0.10% | +0.10 |
| BSMC Brandes US Small-Mid Cap Val | Add +841.1% | 0.13% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +246.7% | 0.38% | +0.09 |
| AMGN Amgen Inc. | Add +245.3% | 0.31% | +0.09 |
| PLSE Pulse Biosciences Inc. | New | 0.09% | +0.09 |
| BCS Barclays PLC-Spons ADR | Add +358.9% | 0.15% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +310.0% | 0.24% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +330.6% | 0.21% | +0.08 |
| AMD Advanced Micro Devices | Add +141.0% | 0.42% | +0.08 |
| LITMAN GREGORY FDS TR | Add +557.8% | 0.14% | +0.08 |
| EFA iShares MSCI Eafe ETF | New | 0.08% | +0.08 |
| IBTA Ibotta Inc. Class A | New | 0.08% | +0.08 |
| ARGX Argenx SE - ADR | New | 0.07% | +0.07 |
| CIEN Ciena Corp. | New | 0.07% | +0.07 |
| LITE Lumentum Holdings Inc. | New | 0.07% | +0.07 |
| VALE Vale SA-SP ADR | Add +359.9% | 0.13% | +0.07 |
| NVS Novartis AG-Sponsored ADR | Add +201.7% | 0.42% | +0.07 |
| GSK GSK PLC-Spon ADR | Add +238.7% | 0.21% | +0.07 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +195.5% | 0.28% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 1,827 | $3.2B | NVDA, AAPL, AGG, MSFT, AMZN |
| Q4 2025 | 1,498 | $2.2B | NVDA, AAPL, MSFT, AGG, AMZN |
| Q3 2025Amended | 660 | $740.4M | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025Amended | 3,301 | $761.7M | AAPL, NVDA, MSFT, AMZN, META |
| Q1 2025 | 2,768 | $463.1M | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,941 | $335.5M | AAPL, MSFT, NVDA, AMZN, TSLA |
| Q3 2024 | 1,039 | $303.9M | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q2 2024 | 229 | $232.5M | MSFT, AAPL, NVDA, AMZN, SPY |
| Q1 2024 | 229 | $232.5M | MSFT, AAPL, NVDA, AMZN, SPY |