Brooklyn Investment Group

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
1,827
Total value ($000)
$3,200,644
Net value change ($000)
+1,032,228 (47.6%)
New positions
544
Sold out positions
214
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 45,159 46.0%
AAPL 40,016 41.8%
AGG 31,807 47.8%
BNDX 20,603 87.4%
VTV 17,064 117.7%
AMZN 13,388 24.6%
XOM 13,364 91.2%
VXUS 13,185 104.4%
TSM 12,030 72.4%
COST 10,916 115.9%
Top Reduces (Value $000, Stocks/ETFs)
AZN -10,816 -100.0%
HDB -4,215 -59.6%
SCHO -3,289 -19.7%
PCGG -3,038 -100.0%
SHOP -2,598 -35.3%
IBTA -1,649 -100.0%
PLSE -1,618 -87.7%
NVO -1,543 -31.0%
EXAS -1,364 -100.0%
ORCL -1,331 -10.7%
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