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BLFG

Brian Low Financial Group Portfolio holdings

AUM $147M
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
+3.24%
1 Year Est. Return
+24.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
+$12.2M
Cap. Flow
+$8.98M
Cap. Flow %
6.36%
Top 10 Hldgs %
38.03%
Holding
126
New
18
Increased
46
Reduced
44
Closed
10

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.57M
2
ORCL icon
Oracle
ORCL
+$1.32M
3
SWP
SWP Growth & Income ETF
SWP
+$936K
4
DRI icon
Darden Restaurants
DRI
+$897K
5
SIMO icon
Silicon Motion
SIMO
+$863K

Top Sells

Rank Stock Value
1
ETN icon
Eaton
ETN
+$1.07M
2
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$905K
3
SYK icon
Stryker
SYK
+$834K
4
MTCH icon
Match Group
MTCH
+$807K
5
HD icon
Home Depot
HD
+$807K

Sector Composition

Rank Sector Weight
1 Technology 17.07%
2 Financials 9.94%
3 Energy 7.7%
4 Healthcare 6.72%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SILA
126
DELISTED
Sila Realty Trust
SILA
– –
-8,477
Closed -$213K
2 3 4 5
6

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Brian Low Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Brian Low Financial Group held 126 positions worth $141M, up 9.5% from $129M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Brian Low Financial Group deployed $8.98M of net new capital in Q4 2025, opening 18 new positions and adding to 46 existing holdings. Its largest new stake was Darden Restaurants: 4,921 shares worth $906K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Home Depot, an estimated $807K trimmed.

  • Brian Low Financial Group's largest Q4 2025 buy was Darden Restaurants: 4,921 shares worth $906K.
  • Brian Low Financial Group added most to Meta Platforms (Facebook) in Q4 2025, an estimated $1.57M increase.
  • Brian Low Financial Group's biggest Q4 2025 reduction was Home Depot, cutting an estimated $807K.
  • Brian Low Financial Group fully exited Eaton in Q4 2025, selling an estimated $1.07M.
  • Brian Low Financial Group's ten largest holdings make up 38% of its $141M portfolio in Q4 2025.
  • Brian Low Financial Group opened 18 new positions and closed 10 in Q4 2025.
  • Brian Low Financial Group's portfolio value rose 9.5% quarter-over-quarter to $141M.

Based on Brian Low Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.