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Portfolio (Quarterly) Guide ↗

Valley Brook Capital Group, Inc.

· CIK 0001851418
13F Portfolio $151M AUM 120 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VST VISTRA CORP Utilities 3,390.0 $547K 0.36% NEW $161.33 -10.7%
62 FTEC FIDELITY COVINGTON TRUST 2,288.0 $514K 0.34% NEW $224.69 +21.7%
63 TRV TRAVELERS COMPANIES INC Financial Services 1,759.0 $510K 0.34% NEW $290.06 +5.8%
64 ES EVERSOURCE ENERGY Utilities 7,528.0 $507K 0.34% NEW $67.33 +3.4%
65 ROK ROCKWELL AUTOMATION INC Industrials 1,300.0 $506K 0.34% NEW $389.07 +12.1%
66 PPA INVESCO EXCHANGE TRADED FD T 3,176.0 $497K 0.33% NEW $156.63 +7.2%
67 VMC VULCAN MATLS CO Basic Materials 1,660.0 $473K 0.31% NEW $285.22 -7.7%
68 ETN EATON CORP PLC Industrials 1,475.0 $470K 0.31% NEW $318.51 +19.8%
69 XLG INVESCO EXCHANGE TRADED FD T 7,815.0 $463K 0.31% NEW $59.28 +7.1%
70 ADBE ADOBE INC Technology 1,290.0 $451K 0.30% NEW $349.99 -30.3%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 11,054.0 $450K 0.30% NEW $40.73 +17.4%
72 FIDU FIDELITY COVINGTON TRUST 5,428.0 $448K 0.30% NEW $82.48 +12.0%
73 GD GENERAL DYNAMICS CORP Industrials 1,317.0 $443K 0.29% NEW $336.59 +0.6%
74 SHW SHERWIN WILLIAMS CO Basic Materials 1,311.0 $425K 0.28% NEW $324.01 -5.0%
75 RPG INVESCO EXCHANGE TRADED FD T 8,993.0 $420K 0.28% NEW $46.67 +23.5%
76 OTIS OTIS WORLDWIDE CORP Industrials 4,470.0 $390K 0.26% NEW $87.35 -18.0%
77 LOW LOWES COS INC Consumer Cyclical 1,600.0 $386K 0.26% NEW $241.16 -9.9%
78 HWM HOWMET AEROSPACE INC Industrials 1,845.0 $378K 0.25% NEW $205.02 +26.8%
79 MINT PIMCO ETF TR 3,732.0 $374K 0.25% NEW $100.33 +0.3%
80 ALAB ASTERA LABS INC Technology 2,250.0 $374K 0.25% NEW $166.36 +79.0%
Page 4 of 6  ·  120 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
Technology 31.2%
Industrials 17.2%
Healthcare 10.8%
Financial Services 10.7%
Consumer Cyclical 9.4%
Communication Services 6.4%
Consumer Defensive 6.1%
Energy 3.8%
Utilities 2.8%
Basic Materials 1.3%