Bramshill Investments, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$956.2B

Holdings

150

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (150 positions)

#StockSharesValue% PortfolioType
101
ESSEssex Property Trust Inc
2,457$696.3M0.07%
102
HTGCHercules Capital Inc
38,019$695.0M0.07%
103
ARIApollo Commercial Real Estate
71,653$693.6M0.07%
104
DOCHealthpeak Properties Inc
39,123$685.0M0.07%
105
CPTCamden Property Trust
6,052$682.0M0.07%
106
PAXSPIMCO Access Income Fund
44,709$675.6M0.07%
107
BDNBrandywine Realty Trust
156,845$672.9M0.07%
108
MSDMorgan Stanley Emerging Market
86,069$665.3M0.07%
109
NVDANVIDIA Corp
4,161$657.4M0.07%
110
GNKGenco Shipping & Trading Ltd
49,673$649.2M0.07%
111
LYBLyondellBasell Industries NV
11,000$636.5M0.07%
112
OHIOmega Healthcare Investors Inc
17,302$634.1M0.07%
113
TXOTXO Partners LP
42,161$634.1M0.07%
114
IHIiShares U.S. Medical Devices E
10,000$626.4M0.07%
115
PSNParsons Corp
8,500$610.0M0.06%
116
FFC0Oaktree Specialty Lending Corp
44,597$609.2M0.06%
117
XLFIConsumer Staples Select Sector
7,500$607.3M0.06%
118
KIOKKR Income Opportunities Fund
48,244$605.9M0.06%
119
EOGEOG Resources Inc
5,000$598.0M0.06%
120
JPMJPMorgan Chase & Co
2,000$579.8M0.06%
121
PWRQuanta Services Inc
1,500$567.1M0.06%
122
CMGChipotle Mexican Grill Inc
10,000$561.5M0.06%
123
GOOGLAlphabet Inc
3,064$540.0M0.06%
124
XOMExxon Mobil Corp
5,000$539.0M0.06%
125
DKNGDraftKings Inc
12,500$536.1M0.06%
126
AXPAmerican Express Co
1,500$478.5M0.05%
127
MNRMach Natural Resources LP
32,884$474.8M0.05%
128
XLEEnergy Select Sector SPDR Fund
5,500$466.5M0.05%
129
INDAiShares MSCI India ETF
8,000$445.4M0.05%
130
TEAMAtlassian Corp
2,119$430.3M0.05%
131
IEPIcahn Enterprises LP
51,984$418.2M0.04%
132
MPCMarathon Petroleum Corp
2,500$415.3M0.04%
133
PMXPIMCO Municipal Income Fund II
58,342$400.2M0.04%
134
WMTWalmart Inc
4,000$391.1M0.04%
135
SPGSimon Property Group Inc
2,400$385.8M0.04%
136
UNGUnited States Natural Gas Fund
25,000$382.0M0.04%
137
BAIiShares AI Innovation and Tech
12,000$346.2M0.04%
138
URAGlobal X Uranium ETF
8,500$329.9M0.03%
139
UPSTUpstart Holdings Inc
5,000$323.4M0.03%
140
SPYSPDR S&P 500 ETF Trust
496$306.5M0.03%
141
ULUnilever PLC
5,000$305.9M0.03%
142
PLTRPalantir Technologies Inc
2,212$301.5M0.03%
143
MPMP Materials Corp
9,000$299.4M0.03%
144
IQIInvesco Quality Municipal Inco
23,850$223.7M0.02%
145
USOUnited States Oil Fund LP
3,000$219.3M0.02%
146
MBBiShares MBS ETF
2,223$208.7M0.02%
147
CVSCVS Health Corp
2,949$203.4M0.02%
148
IEFiShares 7-10 Year Treasury Bon
2,115$202.6M0.02%
149
BLEBlackRock Municipal Income Tru
15,363$154.2M0.02%
150
MYDBlackRock MuniYield Fund Inc
15,134$151.9M0.02%
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