1y return+26.4%S&P 500 +20.9%
3y return+75.1%S&P 500 +68.5%
5y return+75.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $301 against $299 in the S&P 500.2
Brick & Kyle, AssociatesS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $33.1M | 10.9% | |
| NVDANvidia Corporation | $26.1M | 8.6% | |
| MINTPimco Etf Tr | $16.9M | 5.6% | |
| MSFTMicrosoft Corp | $9.4M | 3.1% | |
| AMZNAmazon Com Inc | $9.0M | 3.0% | |
| AMDAdvanced Micro Devices Inc | $9.0M | 3.0% | |
| VBVanguard Index Fds | $8.8M | 2.9% | |
| JPMJpmorgan Chase & Co | $8.7M | 2.9% | |
| KRESpdr Series Trust | $8.6M | 2.8% | |
| AMLPAlps Etf Tr | $8.6M | 2.8% | |
| PYLDPimco Etf Tr | $8.4M | 2.8% | |
| LHXL3harris Technologies Inc | $7.8M | 2.6% | |
| MRKMerck & Co Inc | $7.8M | 2.6% | |
| RTXRtx Corporation | $7.1M | 2.3% | |
| AVGOBroadcom Inc | $6.8M | 2.2% | |
| DELLDell Technologies Inc | $6.6M | 2.2% | |
| GOOGLAlphabet Inc | $6.3M | 2.1% | |
| ESEversource Energy | $6.2M | 2.0% | |
| Honeywell Intl IncCUSIP 438516106 | $6.1M | 2.0% | +100.0% |
| JNJJohnson & Johnson | $5.5M | 1.8% | |
| VVisa Inc | $5.0M | 1.7% | |
| TMOThermo Fisher Scientific Inc | $4.6M | 1.5% | |
| GRNYTidal Trust I | $4.3M | 1.4% | |
| ABBVAbbvie Inc | $4.2M | 1.4% | |
| CVXChevron Corporation | $4.2M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $26.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $9.0M |
| DELLDell Technologies Inc | March 31, 2025 | +373.4% | $6.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $33.1M |
| PANWPalo Alto Networks Inc | September 30, 2023 | +190.9% | $4.0M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $4.2M |
| BACBank America Corp | June 30, 2020 | +139.9% | $4.0M |
| XLFSelect Sector Spdr Tr | June 30, 2020 | +131.6% | $2.0M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $6.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.5% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +4.1% | +4.0% |
| March 31, 2024 | +13.2% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brick & Kyle, Associates Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1632253&type=13F-HR&dateb=&owner=include&count=40CIK 1632253
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1632253/000163225326000006/Filed August 6, 2026 · accession 0001632253-26-000006