ALEXANDER LABRUNERIE & CO., INC. — 13F Holdings & Portfolio

CIK 2024333 · latest 13F-HR filed 2026-08-03

ALEXANDER LABRUNERIE & CO., INC. manages $285.4M in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (10.14%), AAPL (9.94%), SOXX (4.93%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 11, added to 58, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
601 NIFONG BLVD.
SUITE 3B
COLUMBIA, MO 65203-6804
Phone
(573) 449-5313
Filing Manager
ALEXANDER LABRUNERIE & CO., INC.
COLUMBIA, MO
Signatory
Bret Rodabaugh
CCO
Loading holdings…
AUM

$285.4M

Long-equity book

Holdings

151

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+14 / −11 / ↑58 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$6.5M +86.1%
  • VANGUARD WHITEHALL FDS$5.2M +234.0%
  • VANGUARD INDEX FDS$3.3M +12.7%
  • APPLE INC$2.9M +11.3%
  • VANGUARD INDEX FDS$2.8M +44.8%
Show all 58

Top Trims

  • PIMCO DYNAMIC INCOME FD-$1.8M -80.1%
  • EXXON MOBIL CORP-$1.6M -19.3%
  • WALMART INC-$1.2M -8.8%
  • CHEVRON CORPORATION-$611.7K -21.6%
  • AT&T INC-$373.2K -29.0%
Show all 17

New Positions

  • FIDELITY COVINGTON TRUST$479.5K
  • INTEL CORP$368.1K
  • VANGUARD WORLD FD$317.2K
  • MICRON TECHNOLOGY INC$294.3K
  • NUVEEN MUN HIGH INCOME OPPOR$263.7K
Show all 14

Exited Positions

  • SPDR SERIES TRUST$5.0M
  • FIDELITY MERRIMACK STR TR$3.6M
  • VANGUARD SCOTTSDALE FDS$3.6M
  • PIMCO ETF TR$2.2M
  • PIMCO ETF TR$980.9K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $28.9M 10.14% 42,148 SH
2 APPLE INC AAPL 037833100 $28.4M 9.94% 98,065 SH
3 ISHARES TR SOXX 464287523 $14.1M 4.93% 21,960 SH
4 VANGUARD WORLD FD VGT 92204A702 $13.1M 4.58% 109,326 SH
5 WALMART INC WMT 931142103 $12.7M 4.45% 112,055 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $11.5M 4.04% 35,181 SH
7 VANGUARD INDEX FDS VTV 922908744 $9.1M 3.19% 41,730 SH
8 NVIDIA CORPORATION NVDA 67066G104 $8.1M 2.83% 40,421 SH
9 ISHARES TR ARTY 46435U556 $7.9M 2.76% 103,526 SH
10 AMAZON COM INC AMZN 023135106 $7.6M 2.66% 31,840 SH
11 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $7.5M 2.62% 10 SH
12 VANGUARD WHITEHALL FDS VYM 921946406 $7.4M 2.58% 46,552 SH
13 MICROSOFT CORP MSFT 594918104 $7.1M 2.50% 19,122 SH
14 EXXON MOBIL CORP XOM 30231G102 $6.7M 2.35% 49,015 SH
15 PIMCO ETF TR MINT 72201R833 $6.6M 2.32% 65,655 SH
16 ISHARES TR PFF 464288687 $5.6M 1.95% 182,118 SH
17 ISHARES TR SHV 464288679 $5.5M 1.94% 50,214 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.0M 1.73% 9,895 SH
19 VANGUARD INDEX FDS VUG 922908736 $4.9M 1.73% 57,181 SH
20 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $4.8M 1.70% 22,788 SH
21 VANGUARD WORLD FD VDE 92204A306 $4.0M 1.40% 26,671 SH
22 SPDR GOLD TR GLD 78463V107 $3.9M 1.36% 10,528 SH
23 JOHNSON & JOHNSON JNJ 478160104 $3.6M 1.27% 14,291 SH
24 ALPHABET INC GOOG 02079K107 $3.4M 1.20% 9,705 SH
25 CATERPILLAR INC CAT 149123101 $3.4M 1.18% 3,162 SH
26 ALPHABET INC GOOGL 02079K305 $3.2M 1.14% 9,066 SH
27 JACKSON FINANCIAL INC JXN 46817M107 $3.2M 1.13% 31,525 SH
28 BANK OF AMER CORP BACPL 060505682 $2.5M 0.88% 1,996 SH
29 TESLA INC TSLA 88160R101 $2.5M 0.87% 5,873 SH
30 VANGUARD INDEX FDS VOT 922908538 $2.2M 0.79% 7,319 SH
31 CHEVRON CORPORATION CVX 166764100 $2.2M 0.78% 13,426 SH
32 VANGUARD INDEX FDS VTI 922908769 $1.3M 0.46% 3,544 SH
33 ADVANCED MICRO DEVICES INC AMD 007903107 $1.3M 0.46% 2,254 SH
34 VANGUARD ADMIRAL FDS INC VIOG 921932794 $1.3M 0.44% 8,196 SH
35 APPLIED MATLS INC AMAT 038222105 $1.2M 0.43% 1,694 SH
36 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.43% 6,100 SH
37 ISHARES GOLD TR IAU 464285204 $1.2M 0.43% 16,125 SH
38 MP MATERIALS CORP MP 553368101 $1.2M 0.42% 21,544 SH
39 WILLIAMS SONOMA INC WSM 969904101 $1.2M 0.41% 5,066 SH
40 PROCTER & GAMBLE CO PG 742718109 $1.0M 0.35% 6,901 SH
41 ELI LILLY & CO LLY 532457108 $1.0M 0.35% 842 SH
42 AMEREN CORP AEE 023608102 $981.5K 0.34% 8,683 SH
43 ISHARES TR IGV 464287515 $974.3K 0.34% 10,754 SH
44 VISA INC V 92826C839 $939.4K 0.33% 2,738 SH
45 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $913.1K 0.32% 26,856 SH
46 AT&T INC T 00206R102 $911.6K 0.32% 44,038 SH
47 VANGUARD INDEX FDS VO 922908629 $904.5K 0.32% 11,227 SH
48 META PLATFORMS INC META 30303M102 $872.0K 0.31% 1,548 SH
49 BANK OF AMER CORP BAC 060505104 $824.0K 0.29% 14,461 SH
50 CURTISS WRIGHT CORP CW 231561101 $757.8K 0.27% 1,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $285.4M 151 0002024333-26-000004
2026-03-31 2026-05-18 $267.5M 151 0002024333-26-000003
2025-12-31 2026-03-26 $276.2M 147 0002024333-26-000001
2025-09-30 2025-11-25 $270.6M 140 0002024333-25-000006