Institutions / Brentview Investment Management LLC

Brentview Investment Management LLC

CIK 2052564 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$221.16M
Positions
66
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$16.73M34,6007.6%
Apple Inc.โ€”$12.14M44,6565.5%
CME Group Incโ€”$11.49M42,0695.2%
JPMorgan Chase & Coโ€”$8.42M26,1283.8%
Lam Research Corpโ€”$7.24M42,2733.3%
Trane Technologies plcโ€”$7.15M18,3723.2%
Morgan Stanleyโ€”$7.11M40,0773.2%
Alphabet Inc.โ€”$6.84M21,8373.1%
Broadcom Inc.โ€”$6.55M18,9263.0%
Chevron Corpโ€”$6.35M41,6942.9%
Philip Morris International Inc.โ€”$6.20M38,6302.8%
ELI LILLY & Coโ€”$5.99M5,5722.7%
Crh Public Ltd Coโ€”$5.85M46,9052.6%
TJX Cos Inc/Theโ€”$5.75M37,4292.6%
Visa Incโ€”$5.54M15,8102.5%
Constellation Energy Corpโ€”$5.52M15,6352.5%
Linde PLCโ€”$5.52M12,9422.5%
Johnson & Johnsonโ€”$5.50M26,5972.5%
Nextera Energy Incโ€”$5.50M68,4592.5%
Parker-Hannifin Corpโ€”$5.36M6,0972.4%
Lowes Companies Incโ€”$5.24M21,7422.4%
Waste Management Incโ€”$5.02M22,8372.3%
Wec Energy Group, Inc.โ€”$4.97M47,1372.2%
Union Pacific Corpโ€”$4.84M20,9352.2%
McKesson Corpโ€”$4.75M5,7902.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.