Fund HoldingsBramshill Investments, LLC

Total Portfolio Value
$1.02B
Total Bought
$380.82M
Total Sold
$231.30M
Net Transaction
+$149.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
iShares 0-5 Year High Yield Co
0-5YR HI YL CP
2,0254,799,257+4,797,23283202,62519.96%+202,541
Nuveen Quality Municipal Incom(NAD)07,912,993+7,912,993090,6048.92%+90,604
Nuveen AMT-Free Quality Munici06,473,370+6,473,370071,2077.01%+71,207
BlackRock MuniYield Quality Fu03,559,355+3,559,355041,4314.08%+41,431
VanEck CEF Muni Income ETF
CEF MUNI INCOME
0559,767+559,767011,8561.17%+11,856
Invesco Municipal Opportunity(VMO)05,568,706+5,568,706053,5155.27%+53,515
First Trust Enhanced Short Mat
FIRST TR ENH NEW
0145,124+145,12408,6580.85%+8,658
BlackRock Short Duration Bond
SHOR DURA BD ETF
02,203,882+2,203,8820111,34010.97%+111,340
Eaton Vance Municipal Bond Fun03,759,955+3,759,955038,0883.75%+38,088
Invesco Municipal Trust(VKQ)2,163,1632,619,283+456,12018,04124,9622.46%+6,921
Invesco Trust for Investment G02,692,424+2,692,424026,6282.62%+26,628
BlackRock MuniHoldings Fund In(MHD)01,706,339+1,706,339020,3222.00%+20,322
iShares Preferred and Income S0153,179+153,17904,7780.47%+4,778
Invesco S&P 500 High Dividend077,114+77,11403,2610.32%+3,261
FT Vest S&P 500 Dividend Arist
FT VEST S&P 500
061,466+61,46603,1770.31%+3,177
Energy Transfer LP(ET)0218,115+218,11503,0100.30%+3,010
iShares iBoxx $ High Yield Cor81230,738+29,926602,3790.23%+2,319
PIMCO Enhanced Short Maturity
ENHAN SHRT MA AC
0153,693+153,693015,3371.51%+15,337
Enterprise Products Partners L(EPD)079,379+79,37902,0920.21%+2,092
Alerian MLP ETF
ALERIAN MLP
047,370+47,37002,0140.20%+2,014
BlackRock Corporate High Yield(HYT)02,208,118+2,208,118020,8232.05%+20,823
Bank of NT Butterfield & Son L
SHS NEW
077,500+77,50002,4810.24%+2,481
MPLX LP(MPLX)048,174+48,17401,7690.17%+1,769
CVR Partners LP(UAN)026,732+26,73201,7510.17%+1,751
iShares 0-5 Year Investment Gr
0-5YR INVT GR CP
0209,464+209,464010,3061.02%+10,306
Global Partners LP/MA(GLP)036,610+36,61001,5490.15%+1,549
Rio Tinto PLC(RIO)020,078+20,07801,4950.15%+1,495
CrossAmerica Partners LP(CAPL)059,485+59,48501,3560.13%+1,356
Kimbell Royalty Partners LP(KRP)088,363+88,36301,3300.13%+1,330
MarketAxess Holdings Inc(MKTX)1,1905,393+4,2032541,5790.16%+1,325
Sunoco LP(SUN)020,874+20,87401,2510.12%+1,251
Black Stone Minerals LP(BSM)075,731+75,73101,2090.12%+1,209
NuStar Energy LP063,796+63,79601,1920.12%+1,192
Viper Energy Inc(VNOM)037,566+37,56601,1790.12%+1,179
Delek Logistics Partners LP(DKL)027,063+27,06301,1680.12%+1,168
PIMCO California Municipal Inc15,120169,879+154,7591041,2520.12%+1,148
United States Oil Fund LP(USO)016,750+16,75001,1160.11%+1,116
Cheniere Energy Partners LP(CQP)021,612+21,61201,0760.11%+1,076
Exxon Mobil Corp010,750+10,75001,0750.11%+1,075
Birkenstock Holding Plc(BIRK)021,500+21,50001,0480.10%+1,048
Western Midstream Partners LP(WES)035,452+35,45201,0370.10%+1,037
PIMCO California Municipal Inc
COM
25,000133,050+108,0502091,2400.12%+1,032
Apollo Commercial Real Estate(ARI)4,17186,857+82,686421,0200.10%+978
USA Compression Partners LP(USAC)042,381+42,38109680.10%+968
BlackRock MuniVest Fund Inc02,435,583+2,435,583017,3411.71%+17,341
CVR Energy Inc(CVI)030,646+30,64609290.09%+929
AMERISAFE Inc019,355+19,35509050.09%+905
Alliance Resource Partners LP(ARLP)042,067+42,06708910.09%+891
PIMCO Dynamic Income Opportuni(PDO)068,355+68,35508370.08%+837
ARK Innovation ETF
INNOVATION ETF
9,24520,000+10,7553671,0470.10%+681
NIKE Inc(NKE)5,50310,613+5,1105261,1520.11%+626
Frontline PLC(FRO)26,43954,924+28,4854971,1010.11%+605
Starbucks Corp(SBUX)7,43412,934+5,5006791,2420.12%+563
Western Asset High Yield Defin0943,669+943,669011,4091.12%+11,409
Amazon.com Inc(AMZN)03,000+3,00004560.04%+456
Alibaba Group Holding Ltd(BABA)05,300+5,30004110.04%+411
Blackstone Secured Lending Fun(BXSL)103,821113,391+9,5702,8413,1340.31%+294
Macy's Inc(M)86,00064,000-22,0009981,2880.13%+289
NextEra Energy Partners LP(XIFR)039,064+39,06401,1880.12%+1,188
Costco Wholesale Corp(COST)0385+38502540.03%+254
Alexandria Real Estate Equitie02,000+2,00002540.02%+254
Brookfield Renewable Partners
PARTNERSHIP UNIT
09,617+9,61702530.02%+253
NVIDIA Corp(NVDA)0500+50002480.02%+248
Netflix Inc(NFLX)0500+50002430.02%+243
Barrick Gold Corp0135,831+135,83102,4570.24%+2,457
BlackRock MuniYield Fund Inc020,500+20,50002210.02%+221
Marriott International Inc/MD(MAR)0900+90002030.02%+203
International Paper Co(IP)05,500+5,50001990.02%+199
RenaissanceRe Holdings Ltd(RNR)01,000+1,00001960.02%+196
Datadog Inc(DDOG)01,500+1,50001820.02%+182
Agnico Eagle Mines Ltd(AEM)049,364+49,36402,7080.27%+2,708
BlackRock MuniHoldings New Jer(MUJ)014,471+14,47101650.02%+165
FLEX LNG Ltd(FLNG)33,72639,894+6,1681,0171,1590.11%+142
ArcelorMittal SA(MT)04,521+4,52101280.01%+128
Global-e Online Ltd
SHS
03,000+3,00001190.01%+119
Clearway Energy Inc(CWEN)054,505+54,50501,4950.15%+1,495
Apple Inc(AAPL)53653+60091260.01%+116
Ensign Group Inc/The(ENSG)01,000+1,00001120.01%+112
Financial Select Sector SPDR F
ST STR FINL ETF
24,86924,86908259350.09%+110
Dollar General Corp(DG)0800+80001090.01%+109
iShares iBonds Dec 2025 Term C04,301+4,30101060.01%+106
Ares Capital Corp(ARCC)0169,867+169,86703,4020.34%+3,402
Uber Technologies Inc(UBER)5,9345,93402733650.04%+92
Annaly Capital Management Inc150,398150,758+3602,8292,9200.29%+91
Nuveen Preferred & Income Oppo(JPC)067,237+67,23704550.04%+455
Simon Property Group Inc(SPG)2,4002,40002593420.03%+83
Arch Capital Group Ltd
ORD
01,000+1,0000740.01%+74
Health Care Select Sector SPDR
ST STR CARE ETF
9,5389,53801,2281,3010.13%+73
Microsoft Corp(MSFT)1,1901,19003764470.04%+72
iShares Global Clean Energy ET65,58565,58509591,0210.10%+62
iShares U.S. Aerospace & Defen2,7912,79102963530.03%+58
Brandywine Realty Trust280,655246,467-34,1881,2741,3310.13%+57
Energy Select Sector SPDR Fund
ST STR ENERG ETF
1,6302,430+8001472040.02%+56
PIMCO Municipal Income Fund II06,271+6,2710460.00%+46
BlackRock Municipal Income Tru04,316+4,3160460.00%+46
Invesco Quality Municipal Inco(IQI)04,780+4,7800450.00%+45
Eaton Vance Municipal Income T04,488+4,4880440.00%+44
ProShares UltraPro Short Russe5472,298+1,75126690.01%+44
SPDR Gold Shares(GLD)2,0972,085-123603990.04%+39
Sibanye Stillwater Ltd(SBSW)07,806+7,8060370.00%+37
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