Fund HoldingsBramshill Investments, LLC

Total Portfolio Value
$849.30M
Total Bought
$197.37M
Total Sold
$367.08M
Net Transaction
-$169.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
iShares 0-5 Year High Yield Co
0-5YR HI YL CP
4,799,2576,894,384+2,095,127202,625293,35634.54%+90,731
First Trust Enhanced Short Mat
FIRST TR ENH NEW
145,1241,125,773+980,6498,65867,1197.90%+58,460
BlackRock Short Duration Bond
SHOR DURA BD ETF
2,203,8822,419,575+215,693111,340122,09214.38%+10,752
iShares 20 Year Treasury Bond073,422+73,42206,9470.82%+6,947
PIMCO Enhanced Short Maturity
ENHAN SHRT MA AC
153,693185,236+31,54315,33718,6242.19%+3,287
iShares 0-5 Year Investment Gr
0-5YR INVT GR CP
209,464252,794+43,33010,30612,4431.47%+2,137
Estee Lauder Cos Inc/The(EL)09,000+9,00001,3870.16%+1,387
Kinetik Holdings Inc(KNTK)029,348+29,34801,1700.14%+1,170
PIMCO Access Income Fund071,919+71,91901,1310.13%+1,131
Cisco Systems Inc(CSCO)022,000+22,00001,0980.13%+1,098
RTX Corp(RTX)011,250+11,25001,0970.13%+1,097
Blackstone Strategic Credit 20(BGB)010,005+10,00501,1910.14%+1,191
FS Credit Opportunities Corp(FSCO)0175,183+175,18301,0390.12%+1,039
Nuveen Floating Rate Income Fu(JFR)0106,640+106,64009310.11%+931
Genco Shipping & Trading Ltd(GNK)044,679+44,67909080.11%+908
MainStay CBRE Global Infrastru071,174+71,17408950.11%+895
American Homes 4 Rent(AMH)024,262+24,26208920.11%+892
SFL Corp Ltd
SHS
066,933+66,93308820.10%+882
Plains All American Pipeline L(PAA)048,918+48,91808590.10%+859
Simon Property Group Inc(SPG)2,4007,293+4,8933421,1410.13%+799
AllianceBernstein Holding LP(AB)022,867+22,86707940.09%+794
Apollo Senior Floating Rate Fu053,608+53,60807640.09%+764
Digital Realty Trust Inc(DLR)06,195+6,19508920.11%+892
PIMCO Dynamic Income Opportuni(PDO)68,355115,088+46,7338371,5160.18%+679
Icahn Enterprises LP(IEP)040,290+40,29006850.08%+685
KKR Income Opportunities Fund042,829+42,82905800.07%+580
Cheniere Energy Partners LP(CQP)21,61233,341+11,7291,0761,6470.19%+571
Western Asset High Yield Defin943,669994,149+50,48011,40911,8901.40%+481
Artisan Partners Asset Managem(APAM)08,287+8,28703790.04%+379
Hims & Hers Health Inc(HIMS)023,200+23,20003590.04%+359
VAALCO Energy Inc045,623+45,62303180.04%+318
PulteGroup Inc(PHM)02,345+2,34502830.03%+283
Sherwin-Williams Co/The(SHW)0800+80002780.03%+278
Metagenomi Inc025,500+25,50002690.03%+269
Garmin Ltd(GRMN)01,800+1,80002680.03%+268
OneMain Holdings Inc(OMF)05,150+5,15002630.03%+263
ProShares S&P 500 Dividend Ari
S&P 500 DV ARIST
02,555+2,55502590.03%+259
Ingersoll Rand Inc(IR)02,700+2,70002560.03%+256
LKQ Corp(LKQ)04,781+4,78102550.03%+255
iShares MSCI Global Silver and025,000+25,00002540.03%+254
Applied Materials Inc01,225+1,22502530.03%+253
CVR Partners LP(UAN)26,73225,471-1,2611,7512,0020.24%+251
Okta Inc(OKTA)02,365+2,36502470.03%+247
Intel Corp(INTC)05,600+5,60002470.03%+247
WisdomTree Cybersecurity Fund(WT)09,500+9,50002440.03%+244
Enbridge Inc(ENB)06,700+6,70002420.03%+242
Alerian MLP ETF
ALERIAN MLP
47,37047,37002,0142,2480.26%+234
Public Storage(PSA)0800+80002320.03%+232
Invesco PHLX Semiconductor ETF
INVESCO PHLX SM
06,000+6,00002320.03%+232
McCormick & Co Inc/MD(MKC)03,000+3,00002300.03%+230
Vanguard Short-Term Bond ETF03,000+3,00002300.03%+230
Zoom Video Communications Inc(ZM)03,500+3,50002290.03%+229
iShares Robotics and Artificia
FUTU AI TECH ETF
06,568+6,56802260.03%+226
First Trust NASDAQ Cybersecuri
NASDAQ CYB ETF
04,000+4,00002260.03%+226
Franco-Nevada Corp(FNV)01,853+1,85302210.03%+221
Advanced Micro Devices Inc(AMD)01,200+1,20002170.03%+217
Full Truck Alliance Co Ltd(YMM)028,567+28,56702080.02%+208
NVIDIA Corp(NVDA)50050002484520.05%+204
Walt Disney Co/The(DIS)017,038+17,03802,0850.25%+2,085
Frontline PLC(FRO)54,92452,693-2,2311,1011,2320.15%+131
Health Care Select Sector SPDR
ST STR CARE ETF
9,5389,53801,3011,4090.17%+108
Uber Technologies Inc(UBER)5,9345,93403654570.05%+92
Microsoft Corp(MSFT)1,1901,19004475010.06%+53
Altria Group Inc(MO)023,949+23,94901,0450.12%+1,045
RenaissanceRe Holdings Ltd(RNR)1,0001,00001962350.03%+39
USA Compression Partners LP(USAC)42,38137,144-5,2379689910.12%+23
iShares U.S. Aerospace & Defen2,7912,79103533680.04%+15
Deere & Co(DE)0729+72902990.04%+299
Southwestern Energy Co000000
BlackRock Debt Strategies Fund000000
NET Lease Office Properties000000
Macy's Inc(M)64,00064,00001,2881,2790.15%-8
Pimco Dynamic Income Fund(PDI)000000
iShares iBonds 2025 Term High000000
SPDR S&P 500 ETF Trust(SPY)000000
Sociedad Quimica y Minera de C(SQM)000000
Delek Logistics Partners LP(DKL)27,06327,837+7741,1681,1410.13%-27
Alibaba Group Holding Ltd(BABA)5,3005,30004113840.05%-27
Blackstone Senior Floating Rat(BSL)000000
SPDR Gold Shares(GLD)2,0851,800-2853993700.04%-28
Crown Castle Inc(CCI)000000
First Trust Intermediate Durat(FPF)000000
Invesco QQQ Trust Series 1000000
San Juan Basin Royalty Trust(SJT)000000
BlackRock TCP Capital Corp000000
Sibanye Stillwater Ltd(SBSW)7,8060-7,806370-37
Dominion Energy Inc(D)000000
AbbVie Inc(ABBV)000000
Upbound Group Inc(UPBD)000000
Eaton Vance Municipal Income T4,4880-4,488440-44
Invesco Quality Municipal Inco(IQI)4,7800-4,780450-45
BlackRock Municipal Income Tru4,3160-4,316460-46
PIMCO Municipal Income Fund II6,2710-6,271460-46
BlackRock MuniYield Quality Fu(MQY)000000
Global X Nasdaq 100 Covered Ca
NASDAQ 100 COVER
000000
BlackRock Credit Allocation In000000
FedEx Corp(FDX)000000
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
000000
BlackRock Municipal 2030 Targe(BTT)000000
Pfizer Inc(PFE)000000
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