Valley Brook Capital Group, Inc. - Portfolio overview

Valley Brook Capital Group, Inc. has 128 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.05%
2. MSFT - MICROSOFT CORP, 6.04%
3. JPM - JPMORGAN CHASE & CO, 3.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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