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Portfolio (Quarterly) Guide ↗

Brookstone Capital Management

· CIK 0001599584
13F Portfolio $8.7B AUM 1,204 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 554 Added 448 Reduced 83 Exited
Page 7 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ JOHNSON & JOHNSON Healthcare 77,482.0 $18.9M 0.22% +5K +7.6% $244.44 -6.6%
122 GOOG ALPHABET INC Communication Services 65,665.0 $18.8M 0.21% +13K +24.5% $286.86 +28.1%
123 VZ VERIZON COMMUNICATIONS INC Communication Services 374,557.0 $18.8M 0.21% -21K -5.2% $50.20 -9.6%
124 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 30,417.0 $18.8M 0.21% +15K +91.5% $616.76 +12.0%
125 AXP AMERICAN EXPRESS CO Financial Services 61,119.0 $18.5M 0.21% -2K -2.8% $302.48 +11.7%
126 VYM VANGUARD WHITEHALL FDS 124,575.0 $18.4M 0.21% +27K +28.2% $148.10 +6.8%
127 T AT&T INC Communication Services 632,578.0 $18.3M 0.21% -17K -2.6% $28.99 -24.1%
128 AVGO BROADCOM INC Technology 58,472.0 $18.1M 0.21% -610.0 -1.0% $309.51 +32.9%
129 LMT LOCKHEED MARTIN CORP Industrials 29,809.0 $18.0M 0.21% +2K +8.1% $604.39 -15.5%
130 MUB ISHARES TR 159,577.0 $16.9M 0.19% +19K +13.8% $106.15 +1.1%
131 BERKSHIRE HATHAWAY INC DEL 34,806.0 $16.7M 0.19% $479.20
132 SO SOUTHERN CO Utilities 170,901.0 $16.5M 0.19% +25K +17.5% $96.52 -3.6%
133 XLE SELECT SECTOR SPDR TR 268,842.0 $16.5M 0.19% +101K +59.9% $61.26 -12.2%
134 KKR KKR & CO INC Financial Services 176,574.0 $16.3M 0.19% +51K +40.4% $92.50 +4.9%
135 PWR QUANTA SVCS INC Industrials 29,694.0 $16.3M 0.19% -6K -17.0% $549.02 +27.9%
136 KNG FIRST TR EXCHANGE-TRADED FD 334,232.0 $16.3M 0.19% +7K +2.0% $48.71 +1.7%
137 FJAN FIRST TR EXCHNG TRADED FD VI 316,622.0 $16.0M 0.18% +11K +3.5% $50.41 +9.4%
138 APH AMPHENOL CORP Technology 126,004.0 $15.9M 0.18% +5K +4.4% $126.35 +29.8%
139 SPYV SPDR SERIES TRUST 279,843.0 $15.8M 0.18% -9K -3.0% $56.58 +7.6%
140 ITOT ISHARES TR 111,020.0 $15.8M 0.18% -11K -8.9% $142.43 +15.0%
Page 7 of 61  ·  1,204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.7%
Technology 25.2%
Consumer Cyclical 8.5%
Industrials 8.0%
Healthcare 7.4%
Communication Services 6.5%
Consumer Defensive 5.6%
Utilities 4.4%
Energy 4.4%
Real Estate 2.8%