Institutional manager
Brookstone Capital Management
Holds positions in 330 of the S&P 500, worth $3.09bn as reported for the quarter ended 31-mar-2026.
Positions held330of 488 index companies covered
Reported value$3.09bnS&P 500 positions only
Top ten weight43%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 330 held. The rest are smaller than every one of these.
State Street CorporationSTT4.2m$459mFinancialsNvidiaNVDA902,023$157mInformation TechnologyInvescoIVZ265,197$153mFinancialsApple Inc.AAPL555,226$141mInformation TechnologyAmazonAMZN498,809$104mConsumer DiscretionaryAlphabet Inc. (Class A)GOOGL302,195$87mCommunication ServicesMicrosoftMSFT227,658$84mInformation TechnologyMeta PlatformsMETA80,387$46mCommunication ServicesBNY MellonBNY1.0m$44mFinancialsCaterpillar Inc.CAT60,620$43mIndustrialsTesla, Inc.TSLA109,528$41mConsumer DiscretionaryExxonMobilXOM239,023$41mEnergyWalmartWMT324,945$40mConsumer StaplesLilly (Eli)LLY40,209$37mHealth CareJPMorgan ChaseJPM103,901$31mFinancialsApplied MaterialsAMAT87,051$30mInformation TechnologyCrowdStrikeCRWD71,254$28mInformation TechnologyMcDonald'sMCD88,144$27mConsumer DiscretionaryChevron CorporationCVX130,370$27mEnergyAmgenAMGN76,338$27mHealth CarePalo Alto NetworksPANW154,065$25mInformation TechnologyBerkshire HathawayBRK.B34,816$24mFinancialsOracle CorporationORCL159,941$24mInformation TechnologyRTX CorporationRTX120,708$23mIndustrialsPalantir TechnologiesPLTR148,247$22mInformation TechnologyArista NetworksANET171,677$21mInformation TechnologyGE AerospaceGE73,767$21mIndustrialsVisa Inc.V66,543$20mFinancialsAdvanced Micro DevicesAMD96,180$20mInformation TechnologyAbbVieABBV88,934$19mHealth CareIron MountainIRM188,929$19mReal EstateSalesforceCRM102,408$19mInformation TechnologyJohnson & JohnsonJNJ77,482$19mHealth CareVerizonVZ374,557$19mCommunication ServicesAmerican ExpressAXP61,119$18mFinancialsAT&TT632,578$18mCommunication ServicesBroadcomAVGO58,472$18mInformation TechnologyLockheed MartinLMT29,809$18mIndustrialsSouthern CompanySO170,901$16mUtilitiesKKR & Co.KKR176,574$16mFinancialsQuanta ServicesPWR29,694$16mIndustrialsAmphenolAPH126,004$16mInformation TechnologyBoston ScientificBSX250,231$16mHealth CareCostcoCOST15,758$16mConsumer StaplesO'Reilly AutomotiveORLY165,636$15mConsumer DiscretionaryDuke EnergyDUK115,140$15mUtilitiesTravelers Companies (The)TRV50,732$15mFinancialsGilead SciencesGILD103,662$14mHealth CareAmerican Electric PowerAEP109,285$14mUtilitiesTruist FinancialTFC305,115$14mFinancialsLinde plcLIN28,209$14mMaterialsMerck & Co.MRK115,830$14mHealth CareIntuitINTU32,135$14mInformation TechnologyEdison InternationalEIX187,521$14mUtilitiesColgate-PalmoliveCL159,919$14mConsumer StaplesEaton CorporationETN37,615$13mIndustrialsWelltowerWELL67,752$13mReal EstateMcKesson CorporationMCK15,364$13mHealth CareFord Motor CompanyF1.1m$13mConsumer DiscretionaryKinder MorganKMI389,844$13mEnergy
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.