Brown Shipley& Co Ltd

CIK: 0001912970SEC EDGAR →

Portfolio Value

$187.0M

Holdings

70

As of

Q4 2025

New Positions

70

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

143,176$26.7M
14.28%
2

MICROSOFT CORP

52,903$25.6M
13.68%
3

ALPHABET INC

59,735$18.7M
10.03%
4

ALPHABET INC

41,823$13.1M
7.00%
5

VISA INC

29,851$10.5M
5.60%
6

JPMORGAN CHASE & CO.

30,819$9.9M
5.31%
7

DISNEY WALT CO

61,831$7.0M
3.76%
8

META PLATFORMS INC

10,439$6.9M
3.69%
9

SYNOPSYS INC

14,279$6.7M
3.59%
10

TESLA INC

14,594$6.6M
3.51%

Quarterly Changes

Top Buys

NVDANEW
$26.7M
MSFTNEW
$25.6M
GOOGNEW
$18.7M
$13.1M
VNEW
$10.5M

Top Sells

No sells this quarter

New Positions (70)

$26.7M · 143K shares
$25.6M · 53K shares
$18.7M · 60K shares
$13.1M · 42K shares
$10.5M · 30K shares
$9.9M · 31K shares
$7.0M · 62K shares
$6.9M · 10K shares
$6.7M · 14K shares
$6.6M · 15K shares
$6.3M · 11K shares
$6.2M · 40K shares
$5.9M · 41K shares
$5.0M · 5K shares
$3.9M · 37K shares
$3.3M · 10K shares
$2.9M · 13K shares
$2.6M · 17K shares
$2.6M · 30K shares
$2.6M · 15K shares
$1.9M · 50K shares
$1.8M · 11K shares
$1.3M · 10K shares
$1.3M · 6K shares
$1.2M · 4K shares
$812K · 8K shares
$748K · 12K shares
$588K · 10K shares
$441K · 5K shares
$408K · 6K shares
$285K · 2K shares
$263K · 131 shares
$248K · 435 shares
$217K · 2K shares
$184K · 830 shares
$182K · 1K shares
$155K · 6K shares
$152K · 1K shares
$137K · 202 shares
$135K · 944 shares
$134K · 689 shares
$132K · 2K shares
$127K · 193 shares
$108K · 353 shares
$77K · 527 shares
$77K · 3K shares
$68K · 640 shares
$68K · 224 shares
$65K · 782 shares
$61K · 764 shares
$60K · 312 shares
$58K · 1K shares
$57K · 280 shares
$53K · 153 shares
$50K · 270 shares
$48K · 9 shares
$43K · 125 shares
$41K · 1K shares
$39K · 2K shares
$28K · 300 shares
$25K · 192 shares
$21K · 25 shares
$17K · 58 shares
$17K · 327 shares
$14K · 85 shares
$14K · 270 shares
$14K · 500 shares
$3K · 5K shares
$3K · 104 shares
$1K · 37 shares

Sector Breakdown

Sector# HoldingsValue%
Technology14$70.2M37.6%
Communication Services7$45.9M24.5%
Financial Services11$24.1M12.9%
Healthcare11$18.8M10.1%
Consumer Cyclical6$7.6M4.0%
Consumer Defensive7$7.3M3.9%
Industrials7$5.9M3.1%
Energy2$2.8M1.5%
Real Estate1$2.6M1.4%
Unknown3$1.7M0.9%
Utilities1$61K0.0%