LOWE BROCKENBROUGH & CO INC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
332
Total value ($000)
$2,031,095
Net value change ($000)
+87,433 (4.5%)
New positions
14
Sold out positions
16
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 19,933 11.1%
GOOGL 10,412 27.2%
UL 8,473 NEW
VOO 8,364 94.4%
SAP 6,940 NEW
AGG 6,480 17.1%
VEA 5,904 12.1%
IXUS 5,650 10.4%
GOOGL 5,486 28.5%
TOTALENERGIES SE 4,823 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -15,393 -38.5%
Unilever PLC -8,617 -99.6%
ACWI -6,419 -6.5%
TTE -4,378 -100.0%
SPY -3,904 -16.0%
ETN -2,855 -15.5%
MSFT -2,848 -4.0%
IWV -2,335 -32.3%
UPS -2,105 -69.7%
IWF -1,547 -21.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type