Investor
BRIAN LOW FINANCIAL GROUP, LLC
CIK 0002079080 · filed 2026-04-20 · SEC filing
13F book
$147.2M
Positions
116
13 new · 13 sold
Largest name
12.8%
Manager Directed Portfolios
Est. mark
−$1.21M
Price effect on 103 names still held. Flow $7.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Manager Directed Portfolios | — | 708.6K | $18.8M | 12.8% | −$775.1K | Added$579.3K |
| Exxon Mobil Corp | — | 48K | $8.15M | 5.5% | $2.37M | Cut$2.26M |
| Microsoft Corp | MSFT | 14.9K | $5.52M | 3.8% | −$1.28M | Added$52K |
| Apple Inc. | AAPL | 20.6K | $5.24M | 3.6% | −$339.6K | Added$127.2K |
| Alphabet Inc | — | 12.6K | $3.62M | 2.5% | −$284.8K | Added$117.5K |
| Ishares Tr | — | 35.1K | $3.41M | 2.3% | $36K | Added$265.4K |
| Broadcom Inc. | AVGO | 9.65K | $2.99M | 2.0% | −$327.2K | Added−$106.8K |
| Ishares Tr | — | 31.2K | $2.96M | 2.0% | −$8.37K | Cut−$9.8K |
| Spdr Series Trust | — | 79.9K | $2.4M | 1.6% | −$10.4K | Added−$4.88K |
| International Business Machs | — | 9.76K | $2.37M | 1.6% | −$483.7K | Added−$296.3K |
| Nvidia Corp | NVDA | 12.9K | $2.25M | 1.5% | −$113.2K | Added$510.1K |
| Invesco Exchange Traded Fd T | — | 99.1K | $2.2M | 1.5% | $22.7K | Added$177.8K |
| Prologis Inc. | — | 15.8K | $2.09M | 1.4% | $64.9K | Added$261.5K |
| Stmicroelectronics N V | — | 58.2K | $2.01M | 1.4% | $278.1K | Added$1.17M |
| Oracle Corp | — | 13.6K | $2.01M | 1.4% | −$594.3K | Added−$416.6K |
| Jpmorgan Chase & Co. | — | 6.75K | $1.99M | 1.3% | −$189.2K | Cut−$1.56M |
| RTX Corp | RTX | 9.91K | $1.91M | 1.3% | $86K | Added$252.3K |
| Meta Platforms, Inc. | META | 3.33K | $1.9M | 1.3% | −$278.8K | Added−$187.2K |
| Eli Lilly & Co | LLY | 2.02K | $1.86M | 1.3% | −$298.1K | Added−$207.1K |
| Philip Morris Intl Inc | — | 11.2K | $1.85M | 1.3% | $49K | Added$256.8K |
| Astrazeneca Plc Ord | AZN | 9.16K | $1.81M | 1.2% | — | New |
| Ishares Tr | — | 14.6K | $1.73M | 1.2% | −$10.8K | Added−$7.27K |
| Blackstone Inc. | BX | 14.5K | $1.67M | 1.1% | −$346.5K | Added$306.4K |
| AbbVie Inc. | ABBV | 7.65K | $1.66M | 1.1% | −$77.3K | Added$60K |
| Tjx Cos Inc New | — | 10K | $1.6M | 1.1% | $55.6K | Added$195.5K |
| Freeport-Mcmoran Inc | FCX | 26.8K | $1.58M | 1.1% | $193.8K | Added$343.1K |
| Nextera Energy Inc | — | 16.7K | $1.55M | 1.1% | $190.3K | Added$338.1K |
| Toll Brothers, Inc. | TOL | 11.2K | $1.53M | 1.0% | $12.5K | Added$174.7K |
| Citigroup Inc | — | 13.3K | $1.51M | 1.0% | −$43K | Added−$17K |
| Cencora, Inc. | COR | 4.79K | $1.51M | 1.0% | −$101.7K | Added$51K |
| American Express Co | AXP | 4.82K | $1.46M | 1.0% | −$189.5K | Added$418.8K |
| Medtronic Plc | MDT | 16.6K | $1.44M | 1.0% | −$140.4K | Added$3.92K |
| Goldman Sachs Group Inc | — | 1.68K | $1.42M | 1.0% | −$46K | Added$197.7K |
| Flowserve Corp | FLS | 19.3K | $1.42M | 1.0% | $79.6K | Cut−$181.3K |
| Pnc Finl Svcs Group Inc | — | 6.64K | $1.38M | 0.9% | −$4.05K | Added$117.3K |
| Emerson Elec Co | — | 10.5K | $1.38M | 0.9% | −$16.1K | Added$119.5K |
| BlackRock, Inc. | BLK | 1.43K | $1.38M | 0.9% | −$140.8K | Added−$10K |
| Ishares Tr | — | 5.55K | $1.38M | 0.9% | $9.41K | Added$122.5K |
| Ishares Tr | — | 12.5K | $1.36M | 0.9% | −$14.9K | Cut−$18.2K |
| Baker Hughes Company | — | 20.8K | $1.27M | 0.9% | $322K | Cut$147.2K |
| Toyota Motor Corp | — | 6.13K | $1.26M | 0.9% | −$31.6K | Added$413.3K |
| United Parcel Service Inc | UPS | 12.8K | $1.26M | 0.9% | −$6.71K | Added$434.5K |
| Enbridge Inc | — | 22.1K | $1.19M | 0.8% | $127.4K | Added$228.4K |
| Taiwan Semiconductor Mfg Ltd | — | 3.53K | $1.19M | 0.8% | $110K | Added$212K |
| Union Pac Corp | — | 4.86K | $1.18M | 0.8% | $49.7K | Added$161.6K |
| Silicon Motion Technology CORP | SIMO | 10.5K | $1.18M | 0.8% | $184.2K | Added$306.8K |
| United Rentals, Inc. | URI | 1.6K | $1.17M | 0.8% | −$72.8K | Added$439.4K |
| Ishares Tr | — | 9.86K | $1.09M | 0.7% | $2.35K | Added$7.65K |
| Darden Restaurants Inc | DRI | 5.51K | $1.08M | 0.7% | $59.2K | Added$174.4K |
| Digital Rlty Tr Inc | — | 5.65K | $1.02M | 0.7% | $125.3K | Added$257.4K |
| Amazon Com Inc | AMZN | 4.74K | $987.8K | 0.7% | −$97.7K | Added−$12.1K |
| Vaneck Etf Trust | — | 2.51K | $961.2K | 0.7% | $55.6K | Added$100.1K |
| Dicks Sporting Goods Inc | — | 4.74K | $939.7K | 0.6% | $1.37K | Added$92.2K |
| Entergy Corp New | — | 8.3K | $933.1K | 0.6% | $165.5K | Held |
| Spdr Series Trust | — | 7.25K | $926.3K | 0.6% | $38.1K | Added$124.7K |
| Walmart Inc. | WMT | 7.4K | $919.7K | 0.6% | $95.1K | Added$96.6K |
| Spdr S&P 500 Etf Tr | — | 1.39K | $904.6K | 0.6% | −$43.9K | Cut−$71.2K |
| Salesforce, Inc. | CRM | 4.73K | $882.4K | 0.6% | −$102.3K | Added$536.1K |
| Vanguard Growth Etf | — | 1.96K | $855.9K | 0.6% | −$100.4K | Cut−$176.6K |
| Cameco Corp | CCJ | 7.76K | $843.1K | 0.6% | $132.9K | Cut−$403.9K |
| Ishares Inc | — | 9.59K | $810K | 0.5% | $32.8K | Added$95.2K |
| Becton Dickinson & Co | BDX | 5.09K | $801.1K | 0.5% | — | New |
| Canadian Nat Res Ltd | — | 16.4K | $797.5K | 0.5% | $243.5K | Cut−$37.6K |
| Vanguard Index Fds | — | 4.02K | $788.3K | 0.5% | $20.9K | Cut−$60.7K |
| Delta Air Lines Inc Del | DAL | 11.7K | $777.8K | 0.5% | — | New |
| First Tr Exchange-Traded Fd | — | 16.9K | $735.9K | 0.5% | $89.5K | Added$150.8K |
| Albemarle Corp | — | 4.01K | $719.9K | 0.5% | $152.7K | Held |
| Invesco Exchange Traded Fd T | — | 12.2K | $703.8K | 0.5% | — | New |
| Ishares Tr | — | 7.24K | $655.6K | 0.4% | −$37.9K | Added$21.1K |
| Spdr Series Trust | — | 10K | $652.8K | 0.4% | — | New |
| Tesla, Inc. | TSLA | 1.71K | $634.2K | 0.4% | −$103.1K | Added$39.7K |
| Spdr Gold Tr | — | 1.21K | $521.1K | 0.4% | $41.1K | Cut−$12K |
| Vanguard Index Fds | — | 743 | $443.8K | 0.3% | −$19.4K | Added$33.1K |
| Booking Holdings Inc. | BKNG | 105 | $442.1K | 0.3% | — | New |
| Ishares Tr | — | 6.12K | $429.6K | 0.3% | $4.65K | Cut−$5K |
| Spdr Index Shs Fds | — | 9.1K | $415.6K | 0.3% | $10.2K | Added$48.8K |
| Public Svc Enterprise Grp In | — | 4.78K | $386.9K | 0.3% | $3.11K | Held |
| Spdr Series Trust | — | 3.92K | $383.5K | 0.3% | −$34.4K | Held |
| Newmarket Corp | NEU | 561 | $359.6K | 0.2% | −$26K | Held |
| Amgen Inc | AMGN | 1.02K | $359.4K | 0.2% | $25.3K | Cut−$8.71K |
| Chevron Corp New | CVX | 1.65K | $341.3K | 0.2% | $89.8K | Cut$59.8K |
| Berkshire Hathaway Inc Del | — | 669 | $320.6K | 0.2% | −$15.7K | Cut−$17.7K |
| Uber Technologies, Inc | UBER | 4.37K | $314.4K | 0.2% | −$35.3K | Added$19.2K |
| American Elec Pwr Co Inc | — | 2.31K | $302.1K | 0.2% | $36.3K | Held |
| Schwab Charles Corp | — | 3.14K | $294.8K | 0.2% | −$12.7K | Added$80.1K |
| Quanta Svcs Inc | — | 536 | $294.3K | 0.2% | — | New |
| At&T Inc | — | 9.5K | $275.5K | 0.2% | $36.6K | Added$56.8K |
| Ishares Inc | — | 3.49K | $274.3K | 0.2% | $18.3K | Added$52.4K |
| Home Depot, Inc. | HD | 828 | $272.3K | 0.2% | −$12.6K | Cut−$14K |
| Mplx Lp | — | 4.73K | $269.8K | 0.2% | $17.5K | Held |
| Netflix Inc | NFLX | 2.73K | $262.8K | 0.2% | $5.35K | Added$52.8K |
| Establishment Labs Hldgs Inc | — | 4.6K | $261.1K | 0.2% | −$67.2K | Added−$43.1K |
| Cheniere Energy, Inc. | LNG | 912 | $258.8K | 0.2% | — | New |
| Johnson & Johnson | JNJ | 1.06K | $258.7K | 0.2% | $39.7K | Cut$12.2K |
| Sysco Corp | SYY | 3.61K | $257.6K | 0.2% | −$8.52K | Cut−$8.96K |
| World Gold Tr | — | 2.77K | $256.6K | 0.2% | $20.3K | Cut$5.83K |
| Vanguard Index Fds | — | 846 | $255.7K | 0.2% | $136 | Cut−$33.1K |
| Schwab Strategic Tr | — | 8.22K | $250.7K | 0.2% | $7.31K | Cut−$1.92K |
| Spdr Series Trust | — | 3.24K | $248.2K | 0.2% | −$11.9K | Cut−$60.1K |
| Travelers Companies, Inc. | TRV | 840 | $245K | 0.2% | $1.36K | Held |
| Ishares Tr | — | 374 | $244.3K | 0.2% | −$11.9K | Cut−$78.3K |
| Palantir Technologies Inc. | PLTR | 1.64K | $240.3K | 0.2% | −$45.7K | Added−$17.9K |
| Vertex Pharmaceuticals Inc | — | 536 | $239.3K | 0.2% | −$3.57K | Added$2.24K |
| Ishares Tr | — | 3.1K | $236.9K | 0.2% | $10.2K | Cut−$9.89K |
| Verizon Communications Inc | VZ | 4.71K | $236.7K | 0.2% | — | New |
| Ishares Inc | — | 3.38K | $236K | 0.2% | $8.56K | Cut−$12.3K |
| Southern Co | — | 2.42K | $234.1K | 0.2% | $22.6K | Held |
| Airbnb, Inc. | ABNB | 1.84K | $232.9K | 0.2% | — | New |
| Oneok Inc /New/ | OKE | 2.57K | $232.2K | 0.2% | — | New |
| Eaton Corp Plc | ETN | 633 | $226.4K | 0.2% | — | New |
| Procter And Gamble Co | PG | 1.55K | $223.9K | 0.2% | $1.81K | Held |
| Ge Aerospace | — | 772 | $219.1K | 0.1% | −$18.7K | Cut−$46.4K |
| Vanguard Index Fds | — | 975 | $211.8K | 0.1% | $5.31K | Cut−$20.3K |
| Asml Holding N V | — | 159 | $210K | 0.1% | — | New |
| Village Farms Intl Inc | — | 46K | $130.6K | 0.1% | −$37.3K | Held |
| Prospect Cap Corp | — | 40.3K | $105.2K | 0.1% | $200 | Added$79.3K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.