Brentview Investment Management LLC: 13F holdings
CIK 20525642026Q2
| Positions | 63 |
|---|
| Reported value | $252.7m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 63 (+0 vs prior quarter) |
|---|
| Reported value | $252.7m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX LAM RESEARCH CORP COM NEW | 38,507 | $16.7m | 6.6% |
| MSFT MICROSOFT CORP | 37,464 | $14.0m | 5.5% |
| AAPL APPLE INC COM | 47,644 | $13.8m | 5.5% |
| GOOGL ALPHABET INC CAP STK CL A | 30,428 | $10.9m | 4.3% |
| TRANE TECHNOLOGIES PLC SHS | 19,704 | $9.7m | 3.8% |
| CME CME GROUP INC | 43,235 | $9.5m | 3.8% |
| JPM J P MORGAN CHASE AND CO | 28,187 | $9.2m | 3.7% |
| AVGO BROADCOM INC COM | 20,227 | $7.6m | 3.0% |
| PM PHILIP MORRIS INTL INC | 41,545 | $7.5m | 3.0% |
| CVX CHEVRON CORPORATION COM | 44,736 | $7.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052564")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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