13F Filings History of Brick & Kyle, Associates
- Latest 13F filing
- Q2 2026 - 06 Aug 2026
- Latest reported 13F value
- $282,734,508
- Largest 13F holdings
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AAPL NVDA MINT MSFT AMZN VB JPM KRE AMLP PYLD LHX MRK
+8 more
RTX AVGO GOOGL ES HONZZZZ JNJ V TMO - Form 13F summary
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- Brick & Kyle, Associates Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Brick & Kyle, Associates reported 96 equity holdings with a total reported market value of $282,734,508 for Q2 2026. Top reported holdings included AAPL, NVDA, MINT, MSFT, and AMZN.
- Manager signature
- James Lewers - CCO
- Manager location
- Newtown, PA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$282,734,508
Quarter delta
-$20,200,901
Accepted
06 Aug 2026, 12:38
Rows shown
1-25 of 48
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 96 | $282,734,508 | $0 | $0 | $0 | AAPL, NVDA, MINT, MSFT, AMZN | 13F-HR | 06 Aug 2026, 12:38 |
| Q1 2026 | 96 | $302,935,409 | +$75,030,395 | -$46,158,885 | +$28,871,510 | AAPL, NVDA, MINT, MSFT, AMZN | 13F-HR | 02 Jul 2026, 11:28 |
| Q4 2025 | 60 | $280,176,974 | +$18,788,097 | -$14,332,919 | +$4,455,178 | NVDA, AAPL, MSFT, AMZN, JPM | 13F-HR | 13 Feb 2026, 14:38 |
| Q3 2025 | 59 | $264,572,011 | +$36,236,293 | -$11,002,351 | +$25,233,942 | NVDA, AAPL, MSFT, AMZN, JPM | 13F-HR | 14 Nov 2025, 15:19 |
| Q2 2025 | 60 | $224,997,000 | +$10,704,028 | -$27,242,077 | -$16,538,049 | NVDA, MSFT, AAPL, AMZN, JPM | 13F-HR | 18 Aug 2025, 15:52 |
| Q1 2025 | 54 | $217,868,000 | +$12,350,145 | -$19,274,340 | -$6,924,195 | NVDA, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 30 Apr 2025, 10:16 |
| Q4 2024 | 61 | $234,932,000 | +$16,816,517 | -$22,461,022 | -$5,644,505 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 25 Feb 2025, 14:20 |
| Q3 2024 | 55 | $229,191,000 | +$3,024,311 | -$17,568,764 | -$14,544,453 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 14 Nov 2024, 13:23 |
| Q2 2024 | 61 | $242,164,000 | +$35,356,534 | -$6,278,542 | +$29,077,992 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 15 Aug 2024, 10:54 |
| Q1 2024 | 59 | $224,379,000 | +$16,404,342 | -$15,609,732 | +$794,610 | NVDA, MSFT, AAPL, PSX, AMZN | 13F-HR | 14 May 2024, 15:01 |
| Q4 2023 | 57 | $199,819,000 | +$364,007 | -$9,998,302 | -$9,634,295 | NVDA, AAPL, MSFT, GOOGL, AMD | 13F-HR | 15 Feb 2024, 10:09 |
| Q3 2023 | 59 | $187,748,000 | +$10,736,368 | -$3,399,404 | +$7,336,964 | NVDA, MSFT, AAPL, GOOGL, PSX | 13F-HR | 15 Nov 2023, 10:08 |
| Q2 2023 | 55 | $186,822,000 | +$1,837,575 | -$846,456 | +$991,119 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 15 Aug 2023, 13:10 |
| Q1 2023 | 55 | $174,574,000 | +$645,141 | -$6,165,633 | -$5,520,492 | AAPL, MSFT, NVDA, GOOGL, MRK | 13F-HR | 11 May 2023, 13:45 |
| Q4 2022 | 57 | $163,880,000 | +$936,239 | -$4,384,285 | -$3,448,046 | MSFT, MRK, CVS, RTN, ABBV | 13F-HR | 16 Feb 2023, 14:52 |
| Q3 2022 | 56 | $164,888,000 | +$9,385,333 | -$6,645,679 | +$2,739,654 | AAPL, MSFT, CVS, AMZN, GOOGL | 13F-HR | 16 Nov 2022, 11:13 |
| Q2 2022 | 58 | $178,348,000 | +$12,790,636 | -$4,420,687 | +$8,369,949 | AAPL, MSFT, GOOGL, CVS, RTN | 13F-HR | 16 Aug 2022, 11:00 |
| Q1 2022 | 58 | $205,902,000 | +$4,799,550 | -$10,244,518 | -$5,444,968 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 23 May 2022, 11:14 |
| Q4 2021 | 58 | $214,327,000 | $0 | $0 | $0 | AAPL, NVDA, MSFT, GOOGL, AMZN | New Holdings | 15 Feb 2022, 16:26 |
| Q4 2021 | 60 | $215,466,000 | +$6,041,834 | -$4,884,081 | +$1,157,753 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 15 Feb 2022, 14:32 |
| Q3 2021 | 60 | $197,152,000 | +$15,097,160 | -$1,635,759 | +$13,461,401 | AAPL, AMZN, GOOGL, MSFT, NVDA | 13F-HR | 18 Nov 2021, 10:07 |
| Q2 2021 | 58 | $191,236,000 | +$9,418,673 | -$10,698,919 | -$1,280,246 | AAPL, AMZN, MSFT, NVDA, GOOGL | 13F-HR | 18 Aug 2021, 09:51 |
| Q1 2021 | 58 | $181,001,000 | +$15,250,005 | -$2,333,248 | +$12,916,757 | AAPL, AMZN, MSFT, GOOGL, DIS | 13F-HR | 14 May 2021, 15:33 |
| Q4 2020 | 56 | $159,840,000 | +$10,762,867 | -$14,064,193 | -$3,301,326 | AAPL, AMZN, MSFT, DIS, GOOGL | 13F-HR | 16 Feb 2021, 11:52 |
| Q3 2020 | 55 | $144,676,000 | +$22,051,188 | -$7,979,916 | +$14,071,272 | AAPL, AMZN, MSFT, NVDA, MCD | Restatement | 16 Nov 2020, 10:06 |