Fund HoldingsBramshill Investments, LLC

Total Portfolio Value
$860.29M
Total Bought
$25.89M
Total Sold
$237.70M
Net Transaction
-$211.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Euronav NV(CMBT)072,669+72,66901,1940.14%+1,194
Invesco Solar ETF
SOLAR ETF
019,254+19,25409970.12%+997
iShares Global Clean Energy ET065,585+65,58509590.11%+959
FS KKR Capital Corp(FSK)119,622157,164+37,5422,2943,0950.36%+800
Global Net Lease Inc(GNL)198,332292,720+94,3882,0392,8130.33%+774
Brandywine Realty Trust108,023280,655+172,6325021,2740.15%+772
Blackstone Secured Lending Fun(BXSL)77,732103,821+26,0892,1272,8410.33%+714
Walt Disney Co/The(DIS)21,03831,538+10,5001,8782,5560.30%+678
Arch Resources Inc18,09715,288-2,8092,0412,6090.30%+568
Wynn Resorts Ltd(WYNN)05,330+5,33004930.06%+493
Starbucks Corp(SBUX)07,434+7,43406790.08%+679
Antero Midstream Corp(AM)127,693156,632+28,9391,4811,8760.22%+395
ARK Innovation ETF
INNOVATION ETF
09,245+9,24503670.04%+367
NIKE Inc(NKE)05,503+5,50305260.06%+526
Altria Group Inc(MO)20,16828,503+8,3359141,1990.14%+285
Citigroup Inc(C)06,820+6,82002810.03%+281
Invesco Municipal Trust(VKQ)1,887,1492,163,163+276,01417,79618,0412.10%+245
Boeing Co/The(BA)01,112+1,11202130.02%+213
PIMCO California Municipal Inc
COM
025,000+25,00002090.02%+209
Annaly Capital Management Inc131,458150,398+18,9402,6302,8290.33%+199
New Fortress Energy Inc61,33355,432-5,9011,6421,8170.21%+175
PIMCO California Municipal Inc025,000+25,00001260.01%+126
Sabra Health Care REIT Inc(SBRA)140,777127,250-13,5271,6571,7740.21%+117
Pioneer Natural Resources Co4,9904,99001,0341,1450.13%+112
Vanguard Real Estate ETF01,422+1,42201080.01%+108
PIMCO California Municipal Inc015,120+15,12001040.01%+104
Walmart Inc(WMT)0500+5000800.01%+80
MarketAxess Holdings Inc(MKTX)01,190+1,19002540.03%+254
VanEck BDC Income ETF
BDC INCOME ETF
04,462+4,4620720.01%+72
FedEx Corp(FDX)0200+2000530.01%+53
McDonald's Corp(MCD)0200+2000530.01%+53
LyondellBasell Industries NV
SHS - A -
13,70413,70401,2581,2980.15%+39
AGNC Investment Corp(AGNC)277,314300,347+23,0332,8092,8350.33%+26
ProShares UltraPro Short Russe0547+5470260.00%+26
Coca-Cola Co/The(KO)0400+4000220.00%+22
Uber Technologies Inc(UBER)05,934+5,93402730.03%+273
Energy Select Sector SPDR Fund
ST STR ENERG ETF
01,630+1,63001470.02%+147
Alphabet Inc(GOOG)0564+5640740.01%+74
iShares CMBS ETF
CMBS ETF
03,429+3,42901540.02%+154
ChargePoint Holdings Inc0300+300010.00%+1
AbbVie Inc(ABBV)0274+2740410.00%+41
iShares 0-5 Year High Yield Co
0-5YR HI YL CP
02,025+2,0250830.01%+83
BlackRock TCP Capital Corp03,323+3,3230360.00%+36
Southwestern Energy Co01+1000.00%0
Pfizer Inc(PFE)01,460+1,4600590.01%+59
BlackRock Debt Strategies Fund011+11000.00%0
Apple Inc(AAPL)053+53090.00%+9
Pimco Dynamic Income Fund(PDI)0600+6000100.00%+10
iShares MBS ETF01,683+1,68301490.02%+149
Dominion Energy Inc(D)0810+8100390.00%+39
Crown Castle Inc(CCI)0343+3430340.00%+34
Apollo Commercial Real Estate(ARI)04,171+4,1710420.00%+42
Upbound Group Inc(UPBD)01,486+1,4860430.00%+43
SPDR S&P 500 ETF Trust(SPY)036+360150.00%+15
First Trust Intermediate Durat(FPF)02,093+2,0930310.00%+31
iShares iBonds 2024 Term High000000
Kraft Heinz Co/The(KHC)03,406+3,40601150.01%+115
Blackstone Senior Floating Rat(BSL)02,080+2,0800280.00%+28
MP Materials Corp(MP)03,230+3,2300620.01%+62
FLEX LNG Ltd(FLNG)33,72633,72601,0301,0170.12%-12
Nuveen Preferred & Income Secu08,738+8,7380540.01%+54
Financial Select Sector SPDR F
ST STR FINL ETF
24,86924,86908388250.10%-13
Invesco QQQ Trust Series 1086+860310.00%+31
Simon Property Group Inc(SPG)02,400+2,40002590.03%+259
Deere & Co(DE)72972902952750.03%-20
Cohen & Steers Limited Duratio(LDP)06,823+6,82301160.01%+116
iShares iBonds Dec 2023 Term C02,060+2,0600520.01%+52
Global X Nasdaq 100 Covered Ca
NASDAQ 100 COVER
02,718+2,7180460.01%+46
Invesco Value Municipal Income010,999+10,99901140.01%+114
Microsoft Corp(MSFT)1,1901,19004053760.04%-29
iShares US Aerospace & Defense2,7912,79103262960.03%-30
BlackRock Municipal 2030 Targe(BTT)03,153+3,1530610.01%+61
Health Care Select Sector SPDR
ST STR CARE ETF
9,5389,53801,2661,2280.14%-38
Macy's Inc(M)65,00086,000+21,0001,0439980.12%-45
Frontline PLC(FRO)37,27126,439-10,8325424970.06%-45
Savers Value Village Inc(SVV)000000
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
02,072+2,07201040.01%+104
Blackstone Strategic Credit 20(BGB)010,185+10,18501120.01%+112
Icahn Enterprises LP(IEP)000000
Alibaba Group Holding Ltd(BABA)000000
iShares iBoxx High Yield Corpo0812+8120600.01%+60
Nuveen New Jersey Quality Muni
COM
016,214+16,21401720.02%+172
Viper Energy Partners LP48,74343,219-5,5241,3081,2050.14%-103
SPDR Gold Shares(GLD)2,6492,097-5524723600.04%-113
Sixth Street Specialty Lending(TSLX)136,627119,369-17,2582,5542,4400.28%-114
New Mountain Finance Corp125,329111,399-13,9301,5591,4430.17%-116
Chesapeake Energy Corp(EXE)23,51921,285-2,2341,9681,8350.21%-133
Invesco DB US Dollar Index Bul
BULLISH FD
000000
ProShares UltraPro Short QQQ000000
Sabine Royalty Trust(SBR)21,69119,594-2,0971,4301,2910.15%-139
Energy Transfer LP(ET)000000
BlackRock MuniYield Quality Fu(MQY)07,454+7,4540760.01%+76
Oaktree Specialty Lending Corp(OCSL)153,025140,372-12,6532,9732,8240.33%-149
iShares iBonds Dec 2024 Term C21,35614,481-6,8755263580.04%-168
Magellan Midstream Partners LP000000
Starwood Property Trust Inc(STWD)84,85476,108-8,7461,6461,4730.17%-173
San Juan Basin Royalty Trust(SJT)154,925140,098-14,8271,1519710.11%-180
Rithm Capital Corp(RITM)197,772178,175-19,5971,8491,6550.19%-194
Nutrien Ltd(NTR)000000
Utilities Select Sector SPDR F
ST STR UTIL ETF
000000
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