Arkolith/Funds/Bramshill Investments, LLC

Bramshill Investments, LLC

CIK 1619899
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Bramshill Investments, LLC holds a focused book of 157 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR BB ST Hi Yield ETF and trimmed Vanguard Long-Term Corp Bond. Their largest long position is Vanguard Ultra Short Bond Et at 12% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
79%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

6% mapped to company sectors

ETFs / funds
93%
Real Estate
1%
Industrials
1%
No sector on file yet
1%
Materials
1%
Utilities
1%
Energy
1%
Financials
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bramshill Investments, LLC

Manager / fundShared namesTheir $ in those
IMZ Advisory Inc14 / 80$246.5M
AXS Investments LLC11 / 80$191.6M
Yarbrough Capital, LLC10 / 80$1.5B
Rothschild Capital Partners, LLC15 / 80$233.1M
Nelson Capital Management, LLC16 / 80$446.2M
Fractal Investments LLC11 / 80$407.1M
Kennicott Capital Management LLC12 / 80$95.8M
Financial Life Planners20 / 80$67.6M

Ranked by the share of each fund's own book sitting in the names it shares with Bramshill Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

157 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ultra Short Bond ETF
Exchange Traded Fund
$155.0M3.11M
11.9%
+0.3%
Added · +11K sh
2State Street SPDR Bloomberg Sh
Exchange Traded Fund
$151.9M6.07M
11.6%
New
New position
3iShares Short Duration Bond Ac
Exchange Traded Fund
$132.0M2.61M
10.1%
+8.7%
Added · +209K sh
4Invesco Preferred ETF
Exchange Traded Fund
$124.6M11.49M
9.5%
+12%
Added · +1.2M sh
5PIMCO Enhanced Short Maturity
Exchange Traded Fund
$101.3M1.01M
7.8%
+10%
Added · +94K sh
6Invesco Ultra Short Duration E
Exchange Traded Fund
$99.7M1.99M
7.6%
+0.4%
Added · +8K sh
7iShares 0-5 Year High Yield Co
Exchange Traded Fund
$89.4M2.11M
6.8%
+0.8%
Added · +17K sh
8JPMorgan Ultra-Short Income ET
Exchange Traded Fund
$64.9M1.28M
5.0%
+0.2%
Added · +2K sh
9PIMCO Municipal Income Fund II
Exchange Traded Fund
$59.1M7.77M
4.5%
+2.5%
Added · +190K sh
10iShares 0-5 Year Investment Gr
Exchange Traded Fund
$50.8M1.01M
3.9%
+1.1%
Added · +11K sh
11First Trust Enhanced Short Mat
Exchange Traded Fund
$39.4M659.5K
3.0%
+0.6%
Added · +4K sh
12Invesco Senior Income Trust
Exchange Traded Fund
$25.2M8.39M
1.9%
+25%
Added · +1.7M sh
13Vanguard Long-Term Corporate B
Exchange Traded Fund
$22.8M303.5K
1.7%
−3.3%
Reduced · −10K sh
14VanEck Long Muni ETF
Exchange Traded Fund
$22.1M1.24M
1.7%
−3.6%
Reduced · −47K sh
15State Street Blackstone Senior
Exchange Traded Fund
$19.1M473.7K
1.5%
−9.7%
Reduced · −51K sh
16iShares Preferred and Income S
Exchange Traded Fund
$10.5M344.8K
0.8%
+582%
Added · +294K sh
17Equable Shares Hedged Equity E
Exchange Traded Fund
$6.8M228.0K
0.5%
+8.8%
Added · +18K sh
18SPDR Gold Shares
Exchange Traded Fund
$4.7M12.8K
0.4%
10×
Added · +12K sh
19VanEck Semiconductor ETF
Exchange Traded Fund
$3.0M4.5K
0.2%
−40%
Reduced · −3K sh
20Invesco QQQ Trust Series 1
Exchange Traded Fund
$2.9M3.9K
0.2%
−1.5%
Reduced · −61 sh
21Annaly Capital Management Inc
Equity
$2.4M107.1K
0.2%
+1.2%
Added · +1K sh
22AGNC Investment Corp
Equity
$2.1M196.6K
0.2%
+1.2%
Added · +2K sh
23Defiance Quantum ETF
Exchange Traded Fund
$2.1M12.5K
0.2%
Held
24Cheniere Energy Partners LP
Equity Unit
$1.9M31.1K
0.1%
+1.1%
Added · +339 sh
25Energy Transfer LP
Equity Unit
$1.9M97.3K
0.1%
+32%
Added · +23K sh
26MPLX LP
Equity Unit
$1.8M32.6K
0.1%
+27%
Added · +7K sh
27JPMorgan Ultra-Short Municipal
Exchange Traded Fund
$1.8M34.8K
0.1%
Held
28State Street SPDR S&P Biotech
Exchange Traded Fund
$1.7M11.0K
0.1%
−8.3%
Reduced · −1K sh
29Simon Property Group Inc
Equity
$1.7M7.6K
0.1%
+23%
Added · +1K sh
30Invesco Mortgage Capital Inc
Equity
$1.7M211.3K
0.1%
+1.2%
Added · +2K sh
31Anglogold Ashanti Plc
Equity
$1.6M20.2K
0.1%
+1.2%
Added · +240 sh
32CVR Partners LP
Equity Unit
$1.6M14.5K
0.1%
+1.3%
Added · +187 sh
33State Street Health Care Selec
Exchange Traded Fund
$1.6M10.2K
0.1%
+22%
Added · +2K sh
34Invesco S&P 500 Equal Weight T
Exchange Traded Fund
$1.6M25.0K
0.1%
−29%
Reduced · −10K sh
35Dynex Capital Inc
Equity
$1.6M120.9K
0.1%
+1.1%
Added · +1K sh
36Delek Logistics Partners LP
Equity Unit
$1.5M29.7K
0.1%
+1.5%
Added · +445 sh
37Vanguard Real Estate ETF
Exchange Traded Fund
$1.5M15.5K
0.1%
+72%
Added · +7K sh
38Rio Tinto PLC
Depository Receipt
$1.5M15.7K
0.1%
+1.2%
Added · +185 sh
39Blackstone Secured Lending Fun
Equity
$1.5M61.7K
0.1%
+1.2%
Added · +728 sh
40Ares Capital Corp
Equity
$1.4M77.9K
0.1%
+1.2%
Added · +924 sh
41Kinetik Holdings Inc
Equity
$1.4M29.4K
0.1%
+0.9%
Added · +270 sh
42Hess Midstream LP
Equity
$1.4M36.8K
0.1%
+1.1%
Added · +422 sh
43Berkshire Hathaway Inc
Equity
$1.4M2.7K
0.1%
−5.8%
Reduced · −167 sh
44iShares MSCI Emerging Markets
Exchange Traded Fund
$1.4M19.8K
0.1%
+20%
Added · +3K sh
45State Street Communication Ser
Exchange Traded Fund
$1.3M12.5K
0.1%
+4.2%
Added · +500 sh
46Plains All American Pipeline L
Equity Unit
$1.3M56.5K
0.1%
+1.1%
Added · +620 sh
47Starwood Property Trust Inc
Equity
$1.3M76.7K
0.1%
+1.1%
Added · +872 sh
48USA Compression Partners LP
Equity Unit
$1.3M47.6K
0.1%
+1.1%
Added · +519 sh
49Viper Energy Inc
Equity
$1.2M29.5K
0.1%
+0.7%
Added · +194 sh
50Nvidia Corp
Equity
$1.2M6.0K
0.1%
+100%
Added · +3K sh
Showing 50 of 157 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.8B · Q4 2025Q4 2020 · $1.4BQ2 2026 · $1.3B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d157$1.3B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d155$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d147$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d150$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d150$956.2M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d136$979.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d131$636.5M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d133$913.0M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d169$919.1M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d123$849.3M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d181$1.0B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d136$860.3M13F-HR
Q2 2023Jun 30, 2023Aug 10, 202341d149$1.1B13F-HR
Q1 2023Mar 31, 2023May 11, 202341d145$836.1M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d142$852.1M13F-HR
Q3 2022Sep 30, 2022Nov 10, 202241d135$705.1M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d185$839.6M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d121$722.1M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d121$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d126$1.2B13F-HR
Q2 2021Jun 30, 2021Aug 17, 202148d162$1.3B13F-HR/A
Q1 2021Mar 31, 2021May 17, 202147d182$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d145$1.4B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.