Brucke Financial, Inc.

Q4 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$182,922
Net value change ($000)
+12,116 (7.1%)
New positions
19
Sold out positions
11
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/10/2026 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)
PCMM 1,084 319.8%
CLOZ 1,037 NEW
IBHF 848 157.9%
JAAA 787 NEW
VEA 777 14.5%
PBFR 769 4.4%
ICLO 752 155.4%
KCCA 556 NEW
PLD 497 NEW
AAPL 469 8.9%
Top Reduces (Value $000, Stocks/ETFs)
DELL -440 -100.0%
Unilever PLC -425 -100.0%
ORCL -360 -30.0%
AMZN -333 -6.8%
WELL -314 -100.0%
AVGO -302 -12.8%
TTE -248 -100.0%
CRDO -231 -100.0%
PANW -222 -100.0%
BE -217 -100.0%
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.
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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