Brick & Kyle, Associates

Q4 2025 13F-HR Holdings

Location
Newtown, PA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$282,149
Net value change ($000)
+11,183 (4.1%)
New positions
3
Sold out positions
1
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 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)
GOOGL 4,842 NEW
GRNY 3,819 223.9%
DUK 2,999 NEW
AMD 2,443 31.5%
PLTR 1,866 NEW
MRK 1,502 25.0%
META 1,490 42.7%
LLY 1,371 40.0%
GLD 1,347 110.7%
VZ 1,171 45.6%
Top Reduces (Value $000, Stocks/ETFs)
APD -2,394 -100.0%
MSFT -1,435 -9.8%
UBER -842 -16.6%
DELL -707 -11.2%
PANW -530 -9.5%
HON -485 -7.7%
ES -413 -5.8%
NVDA -345 -1.1%
LHX -319 -4.2%
ITW -295 -6.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type