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Holdings (Monthly) Guide ↗

Brookstone Value Stock ETF

· Northern Lights Fund Trust IV
Monthly Holdings $103M AUM 23 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
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