Brick & Kyle, Associates

All 13F Filings

Location
Newtown, PA
Most recent 13F
Q4 2025
Holdings value ($000)
282,149
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 60 282,149 13F-HR Brick & Kyle, Associates
Q3 2025 11/14/2025 59 270,966 13F-HR Brick & Kyle, Associates
Q2 2025 8/18/2025 60 225,326 13F-HR Brick & Kyle, Associates
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 256.3 K 90.9% 20.34 K 0 20.34 K
ETFs 25.81 K 9.1% 315 0 315
Debt 0 0.0% 0 9.474 K -9.474 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
282,149
Holdings
60
QoQ value change ($000)
11,183 (4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.