Institutional Fund
Lowe Brockenbrough & Co Inc
Richmond, VACIK 226575 filings on record
Portfolio Value
$2.01B
Q1 2026
Holdings
329
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.3%
from $2.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.4%
- Ishares Tr4.4%
- Apple Inc3.5%
- Ishares Tr3.2%
- Vanguard Tax-Managed Fds2.9%
- Microsoft Corp2.8%
- Other74.7%
Portfolio Holdings
329 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 258.8K | $169.04M | 8.4% | −31.9K | Reduced |
| 2 | Ishares Tr | 641.2K | $88.73M | 4.4% | −7.8K | Reduced |
| 3 | Apple Inc | 279.9K | $71.03M | 3.5% | +2.9K | Added |
| 4 | Ishares Tr | 735.5K | $63.72M | 3.2% | +29.7K | Added |
| 5 | Vanguard Tax-Managed Fds | 913.2K | $58.52M | 2.9% | +40.0K | Added |
| 6 | Microsoft Corp | 150.5K | $55.72M | 2.8% | +10.3K | Added |
| 7 | Ishares Tr | 483.7K | $48.02M | 2.4% | +38.5K | Added |
| 8 | Alphabet Inc | 157.5K | $45.19M | 2.3% | +2.2K | Added |
| 9 | Schwab Strategic Tr | 1.55M | $45.06M | 2.2% | +1.07M | Added |
| 10 | Ishares Tr | 641.7K | $43.33M | 2.2% | +35.0K | Added |
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