Fund HoldingsBramshill Investments, LLC

Total Portfolio Value
$636.54M
Total Bought
$636.54M
Total Sold
$912.99M
Net Transaction
-$276.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
iShares Short Duration Bond Ac
SHOR DURA BD ETF
03,223,956+3,223,9560162,81025.58%+162,810
First Trust Enhanced Short Mat
FIRST TR ENH NEW
01,634,231+1,634,231097,67815.35%+97,678
Vanguard Long-Term Treasury ET
LONG TERM TREAS
01,075,644+1,075,644059,5379.35%+59,537
Nuveen Quality Municipal Incom(NAD)04,237,821+4,237,821049,4137.76%+49,413
Nuveen AMT-Free Quality Munici04,356,813+4,356,813049,1457.72%+49,145
JPMorgan Ultra-Short Income ET
ULTRA SHRT ETF
0580,797+580,797029,2554.60%+29,255
PIMCO Enhanced Short Maturity
ENHAN SHRT MA AC
0270,442+270,442027,1364.26%+27,136
Vanguard Long-Term Corporate B
LG-TERM COR BD
0283,921+283,921021,2323.34%+21,232
iShares 0-5 Year Investment Gr
0-5YR INVT GR CP
0359,967+359,967017,9052.81%+17,905
Technology Select Sector SPDR
ST STR TECHN ETF
019,548+19,54804,5450.71%+4,545
iShares 20 Year Treasury Bond050,189+50,18904,3830.69%+4,383
Invesco QQQ Trust Series 107,582+7,58203,8760.61%+3,876
Financial Select Sector SPDR F
ST STR FINL ETF
065,000+65,00003,1410.49%+3,141
Health Care Select Sector SPDR
ST STR CARE ETF
020,000+20,00002,7510.43%+2,751
VanEck Semiconductor ETF
SEMICONDUCTR ETF
010,500+10,50002,5430.40%+2,543
Energy Transfer LP(ET)0113,996+113,99602,2330.35%+2,233
Communication Services Select
ST STR SVC ETF
022,500+22,50002,1780.34%+2,178
Industrial Select Sector SPDR
ST STR INDL ETF
012,777+12,77701,6830.26%+1,683
Cheniere Energy Partners LP(CQP)031,107+31,10701,6520.26%+1,652
CVR Partners LP(UAN)021,364+21,36401,6230.25%+1,623
Hess Midstream LP(HESM)043,021+43,02101,5930.25%+1,593
Enterprise Products Partners L(EPD)050,592+50,59201,5870.25%+1,587
FS KKR Capital Corp(FSK)072,951+72,95101,5840.25%+1,584
Blackstone Secured Lending Fun(BXSL)048,158+48,15801,5560.24%+1,556
Ares Capital Corp(ARCC)069,881+69,88101,5300.24%+1,530
ONEOK Inc(OKE)015,220+15,22001,5280.24%+1,528
Williams Cos Inc/The(WMB)028,173+28,17301,5250.24%+1,525
AGNC Investment Corp(AGNC)0159,373+159,37301,4680.23%+1,468
Alerian MLP ETF
ALERIAN MLP
030,000+30,00001,4450.23%+1,445
Plains All American Pipeline L(PAA)084,536+84,53601,4440.23%+1,444
MPLX LP(MPLX)030,130+30,13001,4420.23%+1,442
Rio Tinto PLC(RIO)024,412+24,41201,4360.23%+1,436
Old Republic International Cor(ORI)039,424+39,42401,4270.22%+1,427
Annaly Capital Management Inc077,616+77,61601,4200.22%+1,420
Vanguard Real Estate ETF015,408+15,40801,3730.22%+1,373
Vale SA0153,697+153,69701,3630.21%+1,363
Microsoft Corp(MSFT)03,168+3,16801,3350.21%+1,335
Sixth Street Specialty Lending(TSLX)062,093+62,09301,3230.21%+1,323
Agnico Eagle Mines Ltd(AEM)016,870+16,87001,3190.21%+1,319
Simon Property Group Inc(SPG)07,433+7,43301,2800.20%+1,280
Walt Disney Co/The(DIS)011,000+11,00001,2250.19%+1,225
Wynn Resorts Ltd(WYNN)013,500+13,50001,1630.18%+1,163
USA Compression Partners LP(USAC)047,511+47,51101,1190.18%+1,119
Amazon.com Inc(AMZN)05,000+5,00001,0970.17%+1,097
Delek Logistics Partners LP(DKL)025,653+25,65301,0840.17%+1,084
CrossAmerica Partners LP(CAPL)048,242+48,24201,0610.17%+1,061
Starwood Property Trust Inc(STWD)054,553+54,55301,0340.16%+1,034
Kimbell Royalty Partners LP(KRP)062,711+62,71101,0180.16%+1,018
Antero Midstream Corp(AM)066,880+66,88001,0090.16%+1,009
Kinetik Holdings Inc(KNTK)017,419+17,41909880.16%+988
Rithm Capital Corp(RITM)087,601+87,60109490.15%+949
Digital Realty Trust Inc(DLR)05,334+5,33409460.15%+946
Black Stone Minerals LP(BSM)064,687+64,68709440.15%+944
Alliance Resource Partners LP(ARLP)035,723+35,72309390.15%+939
Sabra Health Care REIT Inc(SBRA)051,476+51,47608920.14%+892
Brandywine Realty Trust0157,641+157,64108830.14%+883
Enbridge Inc(ENB)020,725+20,72508790.14%+879
New Mountain Finance Corp077,052+77,05208680.14%+868
NYLI CBRE Global Infrastructur070,224+70,22408550.13%+855
Analog Devices Inc(ADI)04,000+4,00008500.13%+850
SPDR S&P Homebuilders ETF
ST STR SP HOME
08,000+8,00008360.13%+836
Utilities Select Sector SPDR F
ST STR UTIL ETF
011,000+11,00008330.13%+833
Nuveen Floating Rate Income Fu(JFR)092,519+92,51908250.13%+825
NVIDIA Corp(NVDA)06,000+6,00008060.13%+806
Global Partners LP/MA(GLP)017,165+17,16507990.13%+799
FLEX LNG Ltd(FLNG)034,696+34,69607960.13%+796
Gaming and Leisure Properties(GLPI)016,361+16,36107880.12%+788
AllianceBernstein Holding LP(AB)021,220+21,22007870.12%+787
TXO Partners LP046,453+46,45307820.12%+782
American Homes 4 Rent(AMH)020,771+20,77107770.12%+777
Artisan Partners Asset Managem(APAM)018,032+18,03207760.12%+776
Global Net Lease Inc(GNL)0105,330+105,33007690.12%+769
Blue Owl Capital Corp(OBDC)050,076+50,07607570.12%+757
Uber Technologies Inc(UBER)012,500+12,50007540.12%+754
Oracle Corp(ORCL)04,500+4,50007500.12%+750
FS Credit Opportunities Corp(FSCO)0109,264+109,26407450.12%+745
PIMCO Dynamic Income Opportuni(PDO)053,666+53,66607290.11%+729
Viper Energy Inc(VNOM)014,706+14,70607220.11%+722
Nuveen Variable Rate Preferred039,466+39,46607190.11%+719
Park Hotels & Resorts Inc(PK)050,879+50,87907160.11%+716
OneMain Holdings Inc(OMF)013,719+13,71907150.11%+715
Nuveen Credit Strategies Incom
COM SHS
0125,448+125,44807140.11%+714
Iron Mountain Inc(IRM)06,723+6,72307070.11%+707
Western Midstream Partners LP(WES)018,336+18,33607050.11%+705
Camden Property Trust(CPT)06,050+6,05007020.11%+702
Essex Property Trust Inc(ESS)02,452+2,45207000.11%+700
Marathon Petroleum Corp(MPC)05,000+5,00006980.11%+698
VanEck Gold Miners ETF/USA
GOLD MINERS ETF
020,500+20,50006950.11%+695
Energy Select Sector SPDR Fund
ST STR ENERG ETF
08,000+8,00006850.11%+685
Western Asset Diversified Inco048,008+48,00806840.11%+684
PIMCO Access Income Fund044,751+44,75106820.11%+682
Oaktree Specialty Lending Corp(OCSL)044,659+44,65906820.11%+682
Morgan Stanley Emerging Market087,218+87,21806720.11%+672
Morgan Stanley Emerging Market(EDD)0144,863+144,86306580.10%+658
Omega Healthcare Investors Inc(OHI)017,324+17,32406560.10%+656
Templeton Emerging Markets Inc0127,787+127,78706560.10%+656
KKR Income Opportunities Fund048,929+48,92906550.10%+655
SPDR Gold Shares(GLD)02,690+2,69006510.10%+651
Nuveen Preferred & Income Oppo(JPC)082,441+82,44106480.10%+648
Consumer Staples Select Sector
ST STR STAPL ETF
08,207+8,20706450.10%+645
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