Arkolith/Funds/Bramshill Investments, LLC

Bramshill Investments, LLC

CIK 1619899
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Bramshill Investments, LLC holds a focused book of 131 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened FIRST TRUST ENH SHORT MAT FD and trimmed VANGUARD ULTRA SHORT BOND ET. Their largest long position is VANGUARD ULTRA SHORT BOND ET at 13% of the equity book. Cloning the disclosed picks since 2017 would be -7% (-0.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Bramshill Investments, LLC's latest
holdings, largest changes, and filing provenance.
Opened
33
new positions
Added to
26
existing
Trimmed
67
reduced
Sold out
33
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-7.5%
-0.9%/yr · since Aug '17
Their reported book
-17.7%
held from quarter-end
S&P 500
+243.3%
same window
$7K$14K$21K$28K$35KAug '17May '19Feb '21Dec '22Sep '24Jun '26
Bramshill Investments, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 10.2 points over this window.

Growth of $10,000 cloning Bramshill Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
80%
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.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Real Estate
0%
Utilities
0%
Materials
0%
Energy
0%
Financials
0%
Consumer Discretionary
0%
Industrials
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

155 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ultra Short Bond ETF
Exchange Traded Fund
$154.4M3.10M
13.3%
−1.8%
Reduced · −58K sh
2iShares Short Duration Bond Ac
Exchange Traded Fund
$121.8M2.40M
10.5%
−2.1%
Reduced · −52K sh
3Invesco Preferred ETF
Exchange Traded Fund
$111.8M10.28M
9.6%
+40%
Added · +3.0M sh
4Invesco Ultra Short Duration E
Exchange Traded Fund
$99.3M1.98M
8.6%
−2.0%
Reduced · −41K sh
5PIMCO Enhanced Short Maturity
Exchange Traded Fund
$91.6M911.3K
7.9%
−1.6%
Reduced · −15K sh
6iShares 0-5 Year High Yield Co
Exchange Traded Fund
$88.5M2.09M
7.6%
−83%
Reduced · −9.9M sh
7JPMorgan Ultra-Short Income ET
Exchange Traded Fund
$64.8M1.28M
5.6%
+64%
Added · +500K sh
8PIMCO Municipal Income Fund II
Exchange Traded Fund
$57.4M7.58M
4.9%
+19%
Added · +1.2M sh
9iShares 0-5 Year Investment Gr
Exchange Traded Fund
$50.3M997.0K
4.3%
−0.1%
Reduced · −813 sh
10State Street SPDR Portfolio Lo
Exchange Traded Fund
$39.6M1.78M
3.4%
+256%
Added · +1.3M sh
11First Trust Enhanced Short Mat
Exchange Traded Fund
$39.2M655.8K
3.4%
New
New position
12Vanguard Long-Term Corporate B
Exchange Traded Fund
$23.5M313.9K
2.0%
−2.9%
Reduced · −10K sh
13VanEck Long Muni ETF
Exchange Traded Fund
$22.5M1.29M
1.9%
+9.0%
Added · +107K sh
14Invesco Senior Income Trust
Exchange Traded Fund
$21.6M6.72M
1.9%
+51%
Added · +2.3M sh
15iShares 0-3 Month Treasury Bon
Exchange Traded Fund
$21.1M210.0K
1.8%
New
New position
16State Street Blackstone Senior
Exchange Traded Fund
$21.1M524.8K
1.8%
+162%
Added · +325K sh
17Equable Shares Hedged Equity E
Exchange Traded Fund
$6.1M209.5K
0.5%
Held
18Nuveen Quality Municipal Incom
Exchange Traded Fund
$3.4M297.0K
0.3%
−88%
Reduced · −2.3M sh
19VanEck Semiconductor ETF
Exchange Traded Fund
$2.9M7.5K
0.2%
+88%
Added · +4K sh
20Invesco QQQ Trust Series 1
Exchange Traded Fund
$2.3M4.0K
0.2%
−58%
Reduced · −6K sh
21Annaly Capital Management Inc
Equity
$2.2M105.8K
0.2%
−0.7%
Reduced · −714 sh
22Cheniere Energy Partners LP
Equity Unit
$2.0M30.7K
0.2%
−0.6%
Reduced · −192 sh
23AGNC Investment Corp
Equity
$1.9M194.3K
0.2%
+38%
Added · +54K sh
24Anglogold Ashanti Plc
Equity
$1.9M20.0K
0.2%
−0.7%
Reduced · −138 sh
25CVR Partners LP
Equity Unit
$1.8M14.3K
0.2%
−14%
Reduced · −2K sh
26JPMorgan Ultra-Short Municipal
Exchange Traded Fund
$1.8M34.8K
0.2%
Held
27Invesco Mortgage Capital Inc
Equity
$1.7M208.8K
0.1%
−0.7%
Reduced · −1K sh
28Invesco S&P 500 Equal Weight T
Exchange Traded Fund
$1.6M35.0K
0.1%
New
New position
29iShares Preferred and Income S
Exchange Traded Fund
$1.5M50.6K
0.1%
−98%
Reduced · −2.1M sh
30State Street SPDR S&P Biotech
Exchange Traded Fund
$1.5M12.0K
0.1%
+41%
Added · +4K sh
31Dynex Capital Inc
Equity
$1.5M119.5K
0.1%
−0.6%
Reduced · −780 sh
32MPLX LP
Equity Unit
$1.5M25.6K
0.1%
−13%
Reduced · −4K sh
33Delek Logistics Partners LP
Equity Unit
$1.5M29.2K
0.1%
−14%
Reduced · −5K sh
34Rio Tinto PLC
Depository Receipt
$1.5M15.6K
0.1%
+43%
Added · +5K sh
35Blackstone Secured Lending Fun
Equity
$1.4M61.0K
0.1%
−21%
Reduced · −16K sh
36Energy Transfer LP
Equity Unit
$1.4M73.8K
0.1%
−20%
Reduced · −19K sh
37Hess Midstream LP
Equity
$1.4M36.4K
0.1%
−0.7%
Reduced · −240 sh
38Kinetik Holdings Inc
Equity
$1.4M29.1K
0.1%
+20%
Added · +5K sh
39Ares Capital Corp
Equity
$1.4M76.9K
0.1%
−26%
Reduced · −27K sh
40Berkshire Hathaway Inc
Equity
$1.4M2.9K
0.1%
New
New position
41Viper Energy Inc
Equity
$1.4M29.3K
0.1%
New
New position
42Rithm Capital Corp
Equity
$1.3M141.6K
0.1%
−2.0%
Reduced · −3K sh
43Defiance Quantum ETF
Exchange Traded Fund
$1.3M12.5K
0.1%
+127%
Added · +7K sh
44State Street Communication Ser
Exchange Traded Fund
$1.3M12.0K
0.1%
−52%
Reduced · −13K sh
45Alphabet Inc
Equity
$1.3M4.6K
0.1%
+38%
Added · +1K sh
46Starwood Property Trust Inc
Equity
$1.3M75.8K
0.1%
−0.7%
Reduced · −499 sh
47USA Compression Partners LP
Equity Unit
$1.3M47.1K
0.1%
−0.6%
Reduced · −297 sh
48BlackRock Corporate High Yield
Exchange Traded Fund
$1.3M148.8K
0.1%
New
New position
49State Street Consumer Discreti
Exchange Traded Fund
$1.3M11.5K
0.1%
+35%
Added · +3K sh
50Plains All American Pipeline L
Equity Unit
$1.2M55.9K
0.1%
−0.6%
Reduced · −349 sh
Showing 50 of 155 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026155$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026147$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025150$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025150$956.2M13F-HR
Q1 2025Mar 31, 2025May 15, 2025136$979.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025131$636.5M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024133$913.0M13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024169$919.1M13F-HR
Q1 2024Mar 31, 2024May 15, 2024123$849.3M13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024181$1.0B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023136$860.3M13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023149$1.1B13F-HR
Q1 2023Mar 31, 2023May 11, 2023145$836.1M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023142$852.1M13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022135$705.1M13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022185$839.6M13F-HR
Q1 2022Mar 31, 2022May 16, 2022121$722.1M13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022121$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021126$1.2B13F-HR
Q2 2021Jun 30, 2021Aug 17, 2021162$1.3B13F-HR/A
Q1 2021Mar 31, 2021May 17, 2021182$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021145$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020116$715.5M13F-HR
Amended / restated
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.