MondegarAI
Valley Brook Capital Group, Inc.

Q4 2025 · 13F-HR

Valley Brook Capital Group, Inc.holdings as filed

Filed 2026-01-23 · accession 0001172661-26-000270

$151.1M
Reported value
120
Positions
2025-12-31
Period end
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The Brief · Valley Brook Capital Group, Inc. · Q4 2025

AI · grounded in 13F

Valley Brook Capital Group, Inc. significantly increased its stake in NOW by 207.571%. The fund also accumulated shares in GOOGL by 5.5264% and JPM by 3.6331%. Conversely, the fund closed out positions in MELI, reducing exposure by $236,031, and K, reducing exposure by $233,757.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$12.0M7.96%24,874CommonNONE
037833100AAPLAPPLE INC$11.8M7.82%43,493CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.8M3.85%18,056CommonNONE
11135F101AVGOBROADCOM INC$5.6M3.71%16,188CommonNONE
67066G104NVDANVIDIA CORPORATION$5.5M3.62%29,316CommonNONE
00287Y109ABBVABBVIE INC$5.3M3.49%23,066CommonNONE
437076102HDHOME DEPOT INC$4.5M3.01%13,223CommonNONE
149123101CATCATERPILLAR INC$4.3M2.85%7,511CommonNONE
023135106AMZNAMAZON COM INC$3.9M2.61%17,066CommonNONE
75513E101RTXRTX CORPORATION$3.7M2.44%20,082CommonNONE
02079K107GOOGALPHABET INC$3.5M2.31%11,116CommonNONE
907818108UNPUNION PAC CORP$3.1M2.03%13,286CommonNONE
931142103WMTWALMART INC$3.0M2.00%27,180CommonNONE
92826C839VVISA INC$2.6M1.75%7,519CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M1.61%2,815CommonNONE
244199105DEDEERE & CO$2.4M1.56%5,048CommonNONE
478160104JNJJOHNSON & JOHNSON$2.3M1.49%10,892CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2.2M1.43%10,351CommonNONE
30303M102METAMETA PLATFORMS INC$2.1M1.36%3,121CommonNONE
580135101MCDMCDONALDS CORP$2.0M1.35%6,695CommonNONE
369604301GEGE AEROSPACE$1.9M1.25%6,147CommonNONE
872540109TJXTJX COS INC NEW$1.8M1.22%11,966CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M1.18%3,075CommonNONE
02079K305GOOGLALPHABET INC$1.8M1.17%5,633CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M1.12%3,358CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M1.11%13,880CommonNONE
532457108LLYELI LILLY & CO$1.6M1.09%1,530CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.4M0.93%5,702CommonNONE
031162100AMGNAMGEN INC$1.3M0.89%4,113CommonNONE
482480100KLACKLA CORP$1.3M0.87%1,083CommonNONE
002824100ABTABBOTT LABS$1.3M0.86%10,322CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.82%8,698CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.81%4,787CommonNONE
713448108PEPPEPSICO INC$1.2M0.78%8,182CommonNONE
512807306LRCXLAM RESEARCH CORP$1.2M0.77%6,760CommonNONE
65339F101NEENEXTERA ENERGY INC$1.1M0.75%14,057CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.74%2,321CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.74%1,958CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.74%3,678CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.73%7,217CommonNONE
N07059210ASMLASML HOLDING N V$1.1M0.71%997CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.70%3,996CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.68%11,030CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$958,6140.63%2,045CommonNONE
56585A102MPCMARATHON PETE CORP$882,7560.58%5,428CommonNONE
438516106HONHONEYWELL INTL INC$852,5440.56%4,370CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$807,0990.53%10,235CommonNONE
697435105PANWPALO ALTO NETWORKS INC$774,5610.51%4,205CommonNONE
126408103CSXCSX CORP$761,2500.50%21,000CommonNONE
291011104EMREMERSON ELEC CO$759,8220.50%5,725CommonNONE
H1467J104CBCHUBB LIMITED$750,6480.50%2,405CommonNONE
362397101GABGABELLI EQUITY TR INC$720,8760.48%116,836CommonNONE
842587107SOSOUTHERN CO$707,5430.47%8,114CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$693,1780.46%13,118CommonNONE
66987V109NVSNOVARTIS AG$657,2260.43%4,767CommonNONE
718546104PSXPHILLIPS 66$648,7600.43%5,028CommonNONE
87612G101TRGPTARGA RES CORP$628,2230.42%3,405CommonNONE
36828A101GEVGE VERNOVA INC$588,2130.39%900CommonNONE
654106103NKENIKE INC$566,4460.37%8,891CommonNONE
009158106APDAIR PRODS & CHEMS INC$553,3250.37%2,240CommonNONE
92840M102VSTVISTRA CORP$546,9080.36%3,390CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$514,0880.34%2,288CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$510,2160.34%1,759CommonNONE
30040W108ESEVERSOURCE ENERGY$506,8600.34%7,528CommonNONE
773903109ROKROCKWELL AUTOMATION INC$505,7910.33%1,300CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$497,4590.33%3,176CommonNONE
929160109VMCVULCAN MATLS CO$473,4650.31%1,660CommonNONE
G29183103ETNEATON CORP PLC$469,8020.31%1,475CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$463,2730.31%7,815CommonNONE
00724F101ADBEADOBE INC$451,4870.30%1,290CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$450,2490.30%11,054CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$447,6890.30%5,428CommonNONE
369550108GDGENERAL DYNAMICS CORP$443,2840.29%1,317CommonNONE
824348106SHWSHERWIN WILLIAMS CO$424,7750.28%1,311CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$419,7270.28%8,993CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$390,4550.26%4,470CommonNONE
548661107LOWLOWES COS INC$385,8560.26%1,600CommonNONE
443201108HWMHOWMET AEROSPACE INC$378,2620.25%1,845CommonNONE
72201R833MINTPIMCO ETF TR$374,4270.25%3,732CommonNONE
04626A103ALABASTERA LABS INC$374,3100.25%2,250CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$374,2790.25%1,395CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$372,5920.25%2,597CommonNONE
254687106DISDISNEY WALT CO$371,3370.25%3,264CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$365,1740.24%6,770CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$349,6320.23%4,497CommonNONE
370334104GISGENERAL MLS INC$330,3830.22%7,105CommonNONE
882508104TXNTEXAS INSTRS INC$323,9060.21%1,867CommonNONE
09290D101BLKBLACKROCK INC$317,6850.21%297CommonNONE
194162103CLCOLGATE PALMOLIVE CO$316,0800.21%4,000CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$316,0260.21%1,800CommonNONE
427866108HSYHERSHEY CO$315,7350.21%1,735CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$307,2270.20%11,417CommonNONE
032095101APHAMPHENOL CORP NEW$304,6060.20%2,254CommonNONE
81762P102NOWSERVICENOW INC$298,7210.20%1,950CommonNONE
172967424CCITIGROUP INC$297,5600.20%2,550CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$294,2010.19%3,961CommonNONE
49456B101KMIKINDER MORGAN INC DEL$293,9230.19%10,692CommonNONE
45168D104IDXXIDEXX LABS INC$287,5250.19%425CommonNONE
136375102CNICANADIAN NATL RY CO$286,6650.19%2,900CommonNONE
58933Y105MRKMERCK & CO INC$277,4670.18%2,636CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$265,4060.18%11,236CommonNONE
595112103MUMICRON TECHNOLOGY INC$264,0050.17%925CommonNONE
209115104EDCONSOLIDATED EDISON INC$263,1980.17%2,650CommonNONE
922908629VOVANGUARD INDEX FDS$242,3340.16%835CommonNONE
746853100PPTPUTNAM PREMIER INCOME TR$239,3350.16%67,609CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$238,8110.16%676CommonNONE
78409V104SPGIS&P GLOBAL INC$229,9400.15%440CommonNONE
097023105BABOEING CO$218,0530.14%1,004CommonNONE
855244109SBUXSTARBUCKS CORP$216,3920.14%2,570CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$215,3630.14%980CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$212,3850.14%375CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$208,2360.14%1,200CommonNONE
682680103OKEONEOK INC NEW$208,2040.14%2,833CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$207,9680.14%1,170CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$206,1980.14%7,578CommonNONE
092508100BTZBLACKROCK CR ALLOCATION INCO$197,3230.13%18,220CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$186,4980.12%22,996CommonNONE
00123Q104AGNCAGNC INVT CORP$133,1960.09%12,425CommonNONE
552727109MCRMFS CHARTER INCOME TR$130,7300.09%20,850CommonNONE
36240A101GUTGABELLI UTIL TR$90,4500.06%15,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.