Brucke Financial, Inc.

Q3 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$238,354
Net value change ($000)
+13,286 (5.9%)
New positions
27
Sold out positions
17
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IBHG 1,947 NEW
MSFT 1,877 47.8%
NVDA 1,640 21.4%
EXXONMOBIL HOLDINGS CORP 1,516 NEW
META 1,397 32.7%
AAPL 1,384 21.2%
VMBS 985 NEW
VEA 945 3.4%
PBFR 773 3.8%
JAAA 697 24.2%
Top Reduces (Value $000, Stocks/ETFs)
IBHF -1,894 -100.0%
PCMM -1,147 -100.0%
ICLO -1,092 -100.0%
MBB -954 -20.1%
IVOL -621 -100.0%
VTEB -596 -33.7%
EA -475 -100.0%
CAT -427 -15.9%
PNFP -400 -100.0%
CLOZ -364 -34.9%
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