Valley Brook Capital Group, Inc.
RIA/Wealth
Valley Brook Capital Group, Inc. is a RIA/Wealth based in Venetia, PA led by Robert Michael Pulit, reporting $192.2M in AUM as of Q3 2025 with MSFT as the largest holding (9% allocation).
CCORobert Michael Pulit
- Portfolio Value
- $148.8M
- Positions
- 124
- Top Holding
- MSFT at 8.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Valley Brook Capital Group, Inc.'s portfolio (41.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $12.9M | 8.70% | +$156.9K Bought | 0.00% 25.0K shares | |
Consumer Electronics Technology | $11.1M | 7.47% | +$48.9K Bought | 0.00% 43.6K shares | |
Banks - Diversified Financial Services | $5.5M | 3.69% | +$8.8K Bought | 0.00% 17.4K shares | |
Semiconductors Technology | $5.4M | 3.66% | +$149.3K Bought | 0.00% 29.2K shares | |
Semiconductors Technology | $5.4M | 3.63% | +$54.4K Bought | 0.00% 16.4K shares | |
Drug Manufacturers - General Healthcare | $5.3M | 3.57% | +$29.6K Bought | 0.00% 22.9K shares | |
Home Improvement Consumer Cyclical | $5.3M | 3.56% | +$187.2K Bought | 0.00% 13.1K shares | |
Specialty Retail Consumer Cyclical | $3.7M | 2.46% | +$293.6K Bought | 0.00% 16.7K shares | |
Agricultural - Machinery Industrials | $3.6M | 2.44% | — | 0.00% 7.6K shares | |
Aerospace & Defense Industrials | $3.4M | 2.27% | -$33.5K Sold | 0.00% 20.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Valley Brook Capital Group, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+70.48% | |
+59.41% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-15.44% | |
-15.27% | |
-11.76% | |
-8.24% | |
-7.33% |
Analytics
Portfolio insights and performance metrics for Valley Brook Capital Group, Inc.
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