13F Filings History of BROGAN FINANCIAL, INC.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$228,813,969
Signature - Title
Sarah J Sutton - CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by BROGAN FINANCIAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BROGAN FINANCIAL, INC. reported 58 stock holdings with total value $228,813,969 as of Q4 2025. Top holdings included ACIO, OSCV, DRSK, RSP, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $228,813,969 +$547,549 -$7,371,501 -$6,823,952 ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 11 Feb 2026, 21:13
Q3 2025 62 $234,654,612 +$1,873,850 -$1,817,628 +$56,222 ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 13 Nov 2025, 17:02
Q2 2025 59 $223,841,578 +$8,355,911 -$3,310,465 +$5,045,446 ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 08 Aug 2025, 12:20
Q1 2025 60 $205,827,495 +$6,729,756 -$467,651 +$6,262,105 ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 05 May 2025, 12:29
Q4 2024 56 $204,179,658 +$41,206,444 -$10,644,379 +$30,562,065 ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 13 Feb 2025, 13:58
Q3 2024 52 $175,667,963 +$7,369,128 -$627,269 +$6,741,859 ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 14 Nov 2024, 09:35
Q2 2024 46 $158,654,674 +$4,032,571 -$345,824 +$3,686,747 ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 13 Aug 2024, 13:25
Q1 2024 43 $151,486,454 +$8,783,651 -$2,651,681 +$6,131,970 ACIO, DRSK, OSCV, DFAI, GLD 13F-HR 10 May 2024, 14:39
Q4 2023 43 $135,471,018 +$30,053,133 -$18,724,658 +$11,328,475 ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 09 Feb 2024, 17:25
Q3 2023 36 $113,899,577 +$858,609 -$368,675 +$489,934 ACIO, DRSK, OSCV, GLD, ADME 13F-HR 13 Nov 2023, 11:07
Q2 2023 36 $118,087,324 +$1,831,892 -$669,176 +$1,162,716 ACIO, DRSK, OSCV, GLD, ADME 13F-HR 10 Aug 2023, 17:55
Q1 2023 36 $115,872,250 +$933,702 -$697,255 +$236,447 ACIO, DRSK, OSCV, GLD, ADME 13F-HR 15 May 2023, 16:21
Q4 2022 38 $112,055,714 $0 $0 $0 ACIO, DRSK, OSCV, GLD, ADME 13F-HR 14 Feb 2023, 17:07