Institutional filer · SEC 13F · Q4 2024
Brick & Kyle, Associates
The reported 13F portfolio of Brick & Kyle, Associates (CIK 1632253) - top holdings, how concentrated the book is, and what changed last quarter.
- $235K
- Reported book
- 61
- Positions
- #351
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Brick & Kyle, Associates ranks #351 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $235K across 61 positions, a moderately concentrated portfolio.
- $235K
- reported 13F value
- 61
- disclosed positions
- 9.7%
- in NVIDIA CORP
- #351
- of 360 filers
Top-5 share 30.3% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Brick & Kyle, Associates ranks #351 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Brick & Kyle, Associates sits by disclosed position count
Brick & Kyle, Associates reports 61 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Brick & Kyle, Associates vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
61 245th of 360 higher than 115 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Brick & Kyle, Associates reports a book ($0B) spread across 61 disclosed positions -- more than the 61-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1632253 · Q4 2024 $0M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · CLEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #351/360
- POS-FOCUS 61 names
- CONC-HEAVY 30% top-5
- LEAD-HEAVY 9.7% top
- CLEAR-PEER UNIVERSITY OF TEXAS/…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: UNIVERSITY OF TEXAS/TEXAS AM
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Brick & Kyle, Associates
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$235K decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | NVIDIA CORP | $23K | 9.7% |
| 2 | APPLE INC | $15K | 6.5% |
| 3 | MICROSOFT CORP | $11K | 4.9% |
| 4 | ALPHABET INC | $11K | 4.7% |
| 5 | AMAZON.COM INC | $11K | 4.5% |
| 6 | VANGUARD INDEX FDS | $9K | 3.7% |
| 7 | J P MORGAN CHASE & CO | $8K | 3.4% |
| 8 | ALPS ETF TR | $7K | 3.1% |
| 9 | RTX CORP | $7K | 3.0% |
| 10 | MERCK & CO. INC. | $7K | 2.9% |
| 11 | ABBVIE INC | $6K | 2.7% |
| 12 | PHILLIPS66 | $6K | 2.5% |
| 13 | ADVANCED MICRO DEVIC | $6K | 2.5% |
| 14 | HONEYWELL INTL INC | $6K | 2.5% |
| 15 | VISA INC CLASS A | $6K | 2.5% |
| 16 | THERMO FISHER SCNTFC | $5K | 2.2% |
| 17 | ILLINOIS TOOL WORKS | $5K | 2.1% |
| 18 | PEPSICO INC | $5K | 2.0% |
| 19 | NEWMONT CORP | $5K | 2.0% |
| 20 | L3HARRIS TECHNOLOGIES IN | $5K | 2.0% |
| 21 | NEXTERA ENERGY INC | $4K | 1.9% |
| 22 | PRUDENTIAL FINL | $4K | 1.8% |
| 23 | ADOBE INC | $4K | 1.8% |
| 24 | BANK OF AMERICA CORP | $4K | 1.7% |
| 25 | AMGEN INC | $4K | 1.7% |
Latest Quarter Trades · Q4 2024
New positions (61)
Frequently Asked Questions
- How big is Brick & Kyle, Associates's 13F portfolio?
- Brick & Kyle, Associates reports $235K of long US-equity positions across 61 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Brick & Kyle, Associates sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Brick & Kyle, Associates ranks #351 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Brick & Kyle, Associates's largest position?
- Brick & Kyle, Associates's largest reported position is NVIDIA CORP at $23K, about 9.7% of its reported book as of Q4 2024.
- What did Brick & Kyle, Associates trade last quarter?
- In its Q4 2024 filing, Brick & Kyle, Associates opened 61 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Brick & Kyle, Associates: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($235K here).
Similar holding count
Nearest filers by number of disclosed positions (61 here).
Using this filing
- The rankings sort every tracked filer the same way Brick & Kyle, Associates was placed above, so you can see exactly how the rest of the field compares. View the rankings
- UNIVERSITY OF TEXAS/TEXAS AM reported the nearest book value ($265K) this quarter, a useful scale comparison for Brick & Kyle, Associates. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.