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Holdings (Monthly) Guide ↗

Brookstone Value Stock ETF

· Northern Lights Fund Trust IV
Monthly Holdings $103M AUM 122 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 91 New 2 Added 6 Reduced 23 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MICROSOFT CORP 594918104 May 2026 18,881 NEW $8.5M 8.30% EC
2 CISCO SYSTEMS INC 17275R102 May 2026 46,862 NEW $5.6M 5.51% EC
3 BANK OF AMERICA CORP 060505104 Feb 2026 90,710 +25,965 $4.7M +45.1% 4.57% EC
4 JP MORGAN CHASE & COMPANY 46625H100 May 2026 14,936 NEW $4.5M 4.36% EC
5 BBH SWEEP VEHICLE BBHETFMM Feb 2026 3,819,329 +3,419,156 $3.8M +854.4% 3.73% STIV
6 QUALCOMM INC 747525103 Feb 2026 14,073 -6,432 $3.5M +21.0% 3.45% EC
7 AMERICAN EXPRESS COMPANY 025816109 May 2026 8,642 NEW $2.7M 2.67% EC
8 CITIGROUP INC 172967424 May 2026 21,149 NEW $2.7M 2.60% EC
9 VERIZON COMMUNICATIONS INC 92343V104 May 2026 51,038 NEW $2.4M 2.38% EC
10 WALT DISNEY COMPANY (THE) 254687106 Feb 2026 23,752 -2,419 $2.4M -12.8% 2.36% EC
11 GILEAD SCIENCES INC 375558103 May 2026 16,638 NEW $2.2M 2.18% EC
12 UNION PACIFIC CORP 907818108 May 2026 8,100 NEW $2.1M 2.08% EC
13 WESTERN DIGITAL CORP 958102105 May 2026 4,001 NEW $2.1M 2.07% EC
14 AT&T INC 00206R102 May 2026 82,977 NEW $2.1M 2.01% EC
15 NEWMONT CORP 651639106 May 2026 17,062 NEW $1.9M 1.83% EC
16 PFIZER INC 717081103 Feb 2026 68,896 -58,914 $1.8M -49.0% 1.76% EC
17 UBER TECHNOLOGIES INC 90353T100 May 2026 25,615 NEW $1.8M 1.76% EC
18 CHARLES SCHWAB CORP (THE) 808513105 Feb 2026 20,454 -11,697 $1.8M -41.6% 1.74% EC
19 BRISTOL-MYERS SQUIBB COMPANY 110122108 Feb 2026 26,283 -43,580 $1.5M -65.5% 1.47% EC
20 FREEPORT-MCMORAN INC 35671D857 May 2026 21,576 NEW $1.4M 1.38% EC
21 UNITED PARCEL SERVICE INC 911312106 May 2026 12,149 NEW $1.3M 1.27% EC
22 AMERICAN TOWER CORP 03027X100 May 2026 6,458 NEW $1.2M 1.18% EC
23 BANK OF NEW YORK MELLON CORP (THE) 064058100 May 2026 8,621 NEW $1.2M 1.17% EC
24 FEDEX CORP 31428X106 May 2026 2,906 NEW $1.2M 1.17% EC
25 COMCAST CORP 20030N101 May 2026 47,066 NEW $1.2M 1.14% EC
26 CUMMINS INC 231021106 May 2026 1,802 NEW $1.2M 1.14% EC
27 AUTOMATIC DATA PROCESSING INC 053015103 May 2026 5,145 NEW $1.1M 1.11% EC
28 PNC FINANCIAL SERVICES GROUP INC (THE) 693475105 May 2026 5,154 NEW $1.1M 1.11% EC
29 US BANCORP 902973304 May 2026 20,304 NEW $1.1M 1.09% EC
30 CRH PLC G25508105 May 2026 9,219 NEW $1.0M 0.98% EC
31 AIRBNB INC 009066101 May 2026 7,218 NEW $962K 0.94% EC
32 NORFOLK SOUTHERN CORP 655844108 May 2026 3,118 NEW $951K 0.93% EC
33 SIMON PROPERTY GROUP INC 828806109 May 2026 4,451 NEW $912K 0.89% EC
34 TRAVELERS COMPANIES INC (THE) 89417E109 May 2026 2,806 NEW $819K 0.80% EC
35 TRUIST FINANCIAL CORP 89832Q109 May 2026 16,977 NEW $818K 0.80% EC
36 REGENERON PHARMACEUTICALS INC 75886F107 May 2026 1,331 NEW $818K 0.80% EC
37 BAKER HUGHES COMPANY 05722G100 May 2026 12,708 NEW $812K 0.79% EC
38 EOG RESOURCES INC 26875P101 May 2026 5,796 NEW $773K 0.75% EC
39 MARATHON PETROLEUM CORP 56585A102 May 2026 3,106 NEW $773K 0.75% EC
40 PHILLIPS 66 718546104 May 2026 4,280 NEW $753K 0.73% EC
41 KINDER MORGAN INC 49456B101 May 2026 23,955 NEW $745K 0.73% EC
42 W.W. GRAINGER INC 384802104 May 2026 586 NEW $723K 0.71% EC
43 ALLSTATE CORP (THE) 020002101 May 2026 3,290 NEW $678K 0.66% EC
44 PUBLIC STORAGE 74460D109 May 2026 2,228 NEW $677K 0.66% EC
45 EDWARDS LIFESCIENCES CORP 28176E108 May 2026 7,424 NEW $642K 0.63% EC
46 TARGA RESOURCES CORP 87612G101 May 2026 2,510 NEW $640K 0.63% EC
47 APOLLO GLOBAL MANAGEMENT INC 03769M106 May 2026 4,855 NEW $625K 0.61% EC
48 DELTA AIR LINES INC 247361702 May 2026 7,534 NEW $621K 0.61% EC
49 ONEOK INC 682680103 May 2026 7,204 NEW $605K 0.59% EC
50 BLOCK INC 852234103 May 2026 7,695 NEW $583K 0.57% EC
51 OLD DOMINION FREIGHT LINE INC 679580100 May 2026 2,495 NEW $562K 0.55% EC
52 AMERICAN INTERNATIONAL GROUP INC 026874784 May 2026 7,190 NEW $534K 0.52% EC
53 DEVON ENERGY CORP 25179M103 May 2026 11,862 NEW $528K 0.52% EC
54 AMERIPRISE FINANCIAL INC 03076C106 May 2026 1,166 NEW $520K 0.51% EC
55 PAYPAL HOLDINGS INC 70450Y103 Feb 2026 11,366 -32,905 $509K -75.1% 0.50% EC
56 UNITED AIRLINES HOLDINGS INC 910047109 May 2026 4,362 NEW $501K 0.49% EC
57 CARNIVAL CORP LTD G2004J103 May 2026 17,712 NEW $497K 0.49% EC
58 AGILENT TECHNOLOGIES INC 00846U101 May 2026 3,652 NEW $495K 0.48% EC
59 SYSCO CORP 871829107 May 2026 6,328 NEW $480K 0.47% EC
60 FIFTH THIRD BANCORP 316773100 May 2026 8,923 NEW $446K 0.43% EC
61 HUNTINGTON BANCSHARES INC 446150104 May 2026 26,859 NEW $439K 0.43% EC
62 M&T BANK CORP 55261F104 May 2026 1,982 NEW $428K 0.42% EC
63 NETAPP INC 64110D104 May 2026 2,323 NEW $405K 0.40% EC
64 COPART INC 217204106 May 2026 12,350 NEW $405K 0.40% EC
65 SUPER MICRO COMPUTER INC 86800U302 May 2026 8,765 NEW $404K 0.39% EC
66 RESMED INC 761152107 May 2026 2,032 NEW $387K 0.38% EC
67 IQVIA HOLDINGS INC 46266C105 May 2026 2,123 NEW $387K 0.38% EC
68 GE HEALTHCARE TECHNOLOGIES INC 36266G107 May 2026 6,192 NEW $386K 0.38% EC
69 PPG INDUSTRIES INC 693506107 May 2026 3,099 NEW $350K 0.34% EC
70 EDISON INTERNATIONAL 281020107 May 2026 4,922 NEW $344K 0.34% EC
71 CITIZENS FINANCIAL GROUP INC 174610105 May 2026 5,454 NEW $340K 0.33% EC
72 COGNIZANT TECHNOLOGY SOLUTIONS CORP 192446102 May 2026 6,024 NEW $336K 0.33% EC
73 ZOOM COMMUNICATIONS INC 98980L101 May 2026 3,305 NEW $336K 0.33% EC
74 REGIONS FINANCIAL CORP 7591EP100 May 2026 11,402 NEW $319K 0.31% EC
75 ILLUMINA INC 452327109 May 2026 1,958 NEW $319K 0.31% EC
76 FOX CORP 35137L105 May 2026 4,943 NEW $316K 0.31% EC
77 PULTEGROUP INC 745867101 May 2026 2,634 NEW $311K 0.30% EC
78 SYNCHRONY FINANCIAL 87165B103 May 2026 4,318 NEW $308K 0.30% EC
79 EXPEDIA GROUP INC 30212P303 May 2026 1,360 NEW $307K 0.30% EC
80 KEYCORP 493267108 May 2026 14,274 NEW $304K 0.30% EC
81 MARKEL GROUP INC 570535104 May 2026 163 NEW $296K 0.29% EC
82 T. ROWE PRICE GROUP INC 74144T108 May 2026 2,819 NEW $295K 0.29% EC
83 FIRST CITIZENS BANCSHARES INC 31946M103 May 2026 144 NEW $287K 0.28% EC
84 WEST PHARMACEUTICAL SERVICES INC 955306105 May 2026 863 NEW $279K 0.27% EC
85 GENERAL MILLS INC 370334104 May 2026 8,038 NEW $272K 0.27% EC
86 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 May 2026 1,641 NEW $259K 0.25% EC
87 INCYTE CORP 45337C102 May 2026 2,650 NEW $256K 0.25% EC
88 VENTURE GLOBAL INC 92333F101 May 2026 19,987 NEW $241K 0.23% EC
89 F5 INC 315616102 May 2026 627 NEW $240K 0.23% EC
90 GLOBAL PAYMENTS INC 37940X102 May 2026 3,173 NEW $240K 0.23% EC
91 LOEWS CORP 540424108 May 2026 2,204 NEW $228K 0.22% EC
92 TEXTRON INC 883203101 May 2026 2,404 NEW $221K 0.22% EC
93 LEIDOS HOLDINGS INC 525327102 May 2026 1,721 NEW $220K 0.21% EC
94 ZIMMER BIOMET HOLDINGS INC 98956P102 May 2026 2,655 NEW $219K 0.21% EC
95 CDW CORP 12514G108 May 2026 1,630 NEW $204K 0.20% EC
96 SS&C TECHNOLOGIES HOLDINGS INC 78467J100 May 2026 2,762 NEW $186K 0.18% EC
97 CF INDUSTRIES HOLDINGS INC 125269100 May 2026 1,504 NEW $169K 0.16% EC
98 CHARTER COMMUNICATIONS INC 16119P108 May 2026 1,119 NEW $161K 0.16% EC
99 GLOBALFOUNDRIES INC G39387108 May 2026 1,449 NEW $116K 0.11% EC
Lockheed Martin Corporation 539830109 7,354 SOLD $4.8M
Merck & Co., Inc 58933Y105 37,104 SOLD $4.6M
Johnson & Johnson 478160104 18,452 SOLD $4.6M
Exxon Mobil Corp. 30231G102 27,893 SOLD $4.3M
Chevron Corp. 166764100 20,235 SOLD $3.8M
Pepsico Inc 713448108 22,226 SOLD $3.8M
Fortive Corporation 34959J108 62,862 SOLD $3.7M
General Dynamics Corporation 369550108 10,049 SOLD $3.6M
Texas Instruments Inc. 882508104 16,915 SOLD $3.6M
Advanced Micro Devices Inc. 007903107 17,726 SOLD $3.5M
Dell Technologies Inc 24703L202 23,434 SOLD $3.5M
Thermo Fisher Scientific Inc 883556102 6,469 SOLD $3.4M
Berkshire Hathaway Inc. 084670702 6,482 SOLD $3.3M
Boeing Co. 097023105 13,852 SOLD $3.2M
Lennar Corp. 526057104 27,312 SOLD $3.1M
Digital Realty Trust Inc. 253868103 17,594 SOLD $3.1M
Constellation Brands, Inc. 21036P108 17,962 SOLD $2.8M
Kenvue Inc. 49177J102 140,211 SOLD $2.7M
Equifax Inc. 294429105 12,633 SOLD $2.6M
Nike, Inc. 654106103 41,034 SOLD $2.6M
Adobe Inc 00724F101 8,533 SOLD $2.2M
Fidelity National Information Services Inc 31620M106 38,123 SOLD $1.9M
Workday Inc 98138H101 13,144 SOLD $1.8M