Brooks Moore & Associates: Significant Technology Buys and Coca-Cola Holdings Increase Observed for Q2 2026
Brooks, Moore & Associates reported notable changes to its portfolio in the second quarter of 2026, including substantial additions to several technology stocks like KLA Corp (KLAC) and UBER Technologies Inc (UBER), alongside a significant increase in Coca-Cola Co (KO).
Brooks, Moore & Associates, Inc. has recently disclosed changes to its investment portfolio for the period ending June 30th, 2026.
The firm demonstrated notable buying activity this quarter, adding significant positions or increasing existing holdings in several key areas:
- Technology: Brooks Moore significantly boosted their position in KLA Corp (KLAC), which saw a staggering 900% increase in its portfolio allocation. This suggests strong confidence or strategic interest in semiconductor equipment manufacturing.
- Technology: The firm also initiated a new position with UBER Technologies Inc (Uber), acquiring shares representing an immediate 100% increase in the holding. This indicates a potential diversification move or belief in the future prospects of this ride-sharing company.
- Technology: Another new position was established with iShares Core Technology ETF (IGV), also showing a 100% increase. This points to an increased allocation towards diversified technology sector exposure.
- Communication Services: A notable increase was observed in General Mills Inc (GIS), with a 52.87% rise in its portfolio weighting, suggesting renewed interest in consumer packaged goods.
- Real Estate: Brooks Moore also increased their stake in ISHARES TR (HDV), a fund focused on real estate, by 404.66%. This indicates potential interest in the performance of this specific REIT-focused ETF.
Conversely, Brooks Moore disclosed one significant sale during Q2:
- Basic Materials: The firm substantially reduced their position in DUPONT De Nemours Inc (DD), with a -59.57% change, representing one of the largest reductions disclosed.
These changes reflect strategic adjustments by Brooks Moore & Associates in their portfolio allocation for this quarter. The substantial Technology purchases and REIT increase suggest potential optimism towards these sectors or specific companies within them. Their significant new position in KLA Corp (KLAC) is particularly noteworthy given its large percentage jump.
The firm's overall portfolio value stood at $218,696,944 as of June 30th. Detailed analysis shows that the changes were concentrated in specific holdings, with several top positions experiencing notable shifts or maintaining their weight despite market fluctuations.
For more detailed information on Brooks Moore & Associates' portfolio performance and disclosures for Q2 2026, please visit their profile page. Investors can also explore the individual stock changes in greater detail by visiting the respective company pages on DUPONT De Nemours Inc (DD), KLA Corp (KLAC), and others.