TraderTrends
Manager Profile

Bramshill Investments, LLC

Diversified · Financial Services 82%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

NAPLES, FL

Portfolio Value

$1.2B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Vanguard Ultra Short Bond ETF

Latest disclosed holding

Top 4

92203C303 46431W507 46138E511 46090A887 72201R833

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
82.1%
Consumer Cyclical
7%
Healthcare
6%
Energy
1.1%
Real Estate
1%
Technology
0.6%
Basic Materials
0.5%
Consumer Defensive
0.2%
Communication Services
0.2%
Industrials
0.1%
Utilities
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Vanguard Ultra Short Bond ETF

Shares: 3.1M

154.4M

Position Value
2
iShares Short Duration Bond Ac

Shares: 2.4M

121.8M

Position Value
3
Invesco Preferred ETF

Shares: 10.3M

111.8M

Position Value
4
Invesco Ultra Short Duration E

Shares: 2M

99.3M

Position Value
5
PIMCO Enhanced Short Maturity

Shares: 911.3K

91.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID