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Bramshill Investments, LLC

Q1 2024 · 13F-HR

Bramshill Investments, LLCholdings as filed

Filed 2024-05-15 · accession 0001214659-24-009136

$849.3M
Reported value
123
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V407SHYGiShares 0-5 Year High Yield Co$293.4M34.5%6,894,384CommonSOLE
46431W507NEARBlackRock Short Duration Bond$122.1M14.4%2,419,575CommonSOLE
67066V101NADNuveen Quality Municipal Incom$75.1M8.84%6,552,565CommonSOLE
33739Q408FTSMFirst Trust Enhanced Short Mat$67.1M7.90%1,125,773CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Munici$58.8M6.92%5,311,021CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fu$35.5M4.17%3,093,868CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ET$20.6M2.43%408,576CommonSOLE
72201R833MINTPIMCO Enhanced Short Maturity$18.6M2.19%185,236CommonSOLE
95766K109HIOWestern Asset High Income Oppo$16.4M1.94%4,214,396CommonSOLE
46434V100SLQDiShares 0-5 Year Investment Gr$12.4M1.47%252,794CommonSOLE
95768B107HYIWestern Asset High Yield Defin$11.9M1.40%994,149CommonSOLE
09253N104MHDBlackRock MuniHoldings Fund In$10.8M1.27%892,809CommonSOLE
464287432TLTiShares 20 Year Treasury Bond$6.9M0.82%73,422CommonSOLE
04010L103ARCCAres Capital Corp$2.6M0.30%123,977CommonSOLE
302635206FSKFS KKR Capital Corp$2.4M0.29%127,485CommonSOLE
09261X102BXSLBlackstone Secured Lending Fun$2.4M0.28%75,628CommonSOLE
00123Q104AGNCAGNC Investment Corp$2.3M0.27%235,300CommonSOLE
00162Q452AMLPAlerian MLP ETF$2.2M0.26%47,370CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$2.2M0.26%37,627CommonSOLE
067901108ABXBarrick Gold Corp$2.1M0.25%128,066CommonSOLE
254687106DISWalt Disney Co/The$2.1M0.25%17,038CommonSOLE
126633205UANCVR Partners LP$2.0M0.24%25,471CommonSOLE
293792107EPDEnterprise Products Partners L$2.0M0.23%68,359CommonSOLE
29273V100ETEnergy Transfer LP$2.0M0.23%126,670CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$2.0M0.23%100,140CommonSOLE
035710839NLYAnnaly Capital Management Inc$2.0M0.23%99,429CommonSOLE
16411Q101CQPCheniere Energy Partners LP$1.6M0.19%33,341CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.5M0.18%71,323CommonSOLE
69355M107PDOPIMCO Dynamic Income Opportuni$1.5M0.18%115,088CommonSOLE
379378201GNLGlobal Net Lease Inc$1.5M0.18%193,445CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$1.4M0.17%9,538CommonSOLE
518439104ELEstee Lauder Cos Inc/The$1.4M0.16%9,000CommonSOLE
55616P104MMacy's Inc$1.3M0.15%64,000CommonSOLE
49435R102KRPKimbell Royalty Partners LP$1.3M0.15%81,039CommonSOLE
85571B105STWDStarwood Property Trust Inc$1.2M0.15%61,347CommonSOLE
M46528101FROFrontline PLC$1.2M0.15%52,693CommonSOLE
22758A105CAPLCrossAmerica Partners LP$1.2M0.14%53,983CommonSOLE
09257R101BGBBlackstone Strategic Credit 20$1.2M0.14%10,005CommonSOLE
02215L209KNTKKinetik Holdings Inc$1.2M0.14%29,348CommonSOLE
92189F460XMPTVanEck CEF Muni Income ETF$1.2M0.14%53,579CommonSOLE
64828T201RITMRithm Capital Corp$1.1M0.14%102,978CommonSOLE
36467J108GLPIGaming and Leisure Properties$1.1M0.13%24,802CommonSOLE
828806109SPGSimon Property Group Inc$1.1M0.13%7,293CommonSOLE
24664T103DKLDelek Logistics Partners LP$1.1M0.13%27,837CommonSOLE
105368203BDNBrandywine Realty Trust$1.1M0.13%237,129CommonSOLE
72203T100PAXSPIMCO Access Income Fund$1.1M0.13%71,919CommonSOLE
647551100NMFCNew Mountain Finance Corp$1.1M0.13%88,007CommonSOLE
428103105HESMHess Midstream LP$1.1M0.13%30,780CommonSOLE
09225M101BSMBlack Stone Minerals LP$1.1M0.13%68,859CommonSOLE
17275R102CSCOCisco Systems Inc$1.1M0.13%22,000CommonSOLE
75513E101RTXRTX Corp$1.1M0.13%11,250CommonSOLE
55336V100MPLXMPLX LP$1.1M0.13%26,124CommonSOLE
67073D102XJQCXNuveen Credit Strategies Incom$1.1M0.13%194,069CommonSOLE
65341B106XIFRNextEra Energy Partners LP$1.1M0.13%35,879CommonSOLE
03676B102AMAntero Midstream Corp$1.1M0.13%76,419CommonSOLE
02209S103MOAltria Group Inc$1.0M0.12%23,949CommonSOLE
30290Y101FSCOFS Credit Opportunities Corp$1.0M0.12%175,183CommonSOLE
785688102SBRSabine Royalty Trust$1.0M0.12%16,028CommonSOLE
90290N109USACUSA Compression Partners LP$990,6300.12%37,144CommonSOLE
G35947202FLNGFLEX LNG Ltd$986,8110.12%38,805CommonSOLE
927959106VNOMUSDViper Energy Inc$965,9610.11%25,116CommonSOLE
37946R109GLPGlobal Partners LP/MA$956,7000.11%21,557CommonSOLE
67072T108JFRNuveen Floating Rate Income Fu$930,9670.11%106,640CommonSOLE
464288224ICLNiShares Global Clean Energy ET$916,8780.11%65,585CommonSOLE
Y2685T131GNKGenco Shipping & Trading Ltd$908,3240.11%44,679CommonSOLE
03762U105ARIApollo Commercial Real Estate$896,5920.11%80,484CommonSOLE
56064Q107MEGIMainStay CBRE Global Infrastru$894,6570.11%71,174CommonSOLE
02665T306AMHAmerican Homes 4 Rent$892,3560.11%24,262CommonSOLE
253868103DLRDigital Realty Trust Inc$892,3280.11%6,195CommonSOLE
78573L106SBRASabra Health Care REIT Inc$888,3560.10%60,146CommonSOLE
G7738W106SFLSFL Corp Ltd$882,1770.10%66,933CommonSOLE
46138G706TANInvesco Solar ETF$873,5540.10%19,254CommonSOLE
958669103WESWestern Midstream Partners LP$863,7580.10%24,297CommonSOLE
726503105PAAPlains All American Pipeline L$859,0000.10%48,918CommonSOLE
01877R108ARLPAlliance Resource Partners LP$818,8620.10%40,841CommonSOLE
67058H102NSUSDNuStar Energy LP$803,8390.09%34,544CommonSOLE
01881G106ABAllianceBernstein Holding LP$794,4000.09%22,867CommonSOLE
037636107Apollo Senior Floating Rate Fu$763,9140.09%53,608CommonSOLE
165167735EXEChesapeake Energy Corp$695,0950.08%7,825CommonSOLE
451100101IEPIcahn Enterprises LP$685,3330.08%40,290CommonSOLE
401664107GBABGuggenheim Taxable Municipal B$635,5210.07%39,109CommonSOLE
86765K109SUNSunoco LP$605,4320.07%10,042CommonSOLE
48249T106KIOKKR Income Opportunities Fund$579,9050.07%42,829CommonSOLE
459200101IBMIBM$546,9090.06%2,864CommonSOLE
M2029K104BIRKBirkenstock Holding Plc$519,7500.06%11,000CommonSOLE
594918104MSFTMicrosoft Corp$500,6570.06%1,190CommonSOLE
90353T100UBERUber Technologies Inc$456,8590.05%5,934CommonSOLE
464288687PFFiShares Preferred and Income S$455,6680.05%14,138CommonSOLE
67066G104NVDANVIDIA Corp$451,7800.05%500CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$383,5080.05%5,300CommonSOLE
04316A108APAMArtisan Partners Asset Managem$379,2960.04%8,287CommonSOLE
78463V107GLDSPDR Gold Shares$370,2960.04%1,800CommonSOLE
464288760ITAiShares U.S. Aerospace & Defen$368,2170.04%2,791CommonSOLE
433000106HIMSHims & Hers Health Inc$358,9040.04%23,200CommonSOLE
91851C201EGYVAALCO Energy Inc$317,9920.04%45,623CommonSOLE
244199105DEDeere & Co$299,4290.04%729CommonSOLE
745867101PHMPulteGroup Inc$282,8540.03%2,345CommonSOLE
824348106SHWSherwin-Williams Co/The$277,8640.03%800CommonSOLE
59102M104MGXMetagenomi Inc$269,0250.03%25,500CommonSOLE
H2906T109GRMNGarmin Ltd$267,9660.03%1,800CommonSOLE
68268W103OMFOneMain Holdings Inc$263,1140.03%5,150CommonSOLE
74348A467NOBLProShares S&P 500 Dividend Ari$259,1030.03%2,555CommonSOLE
45687V106IRIngersoll Rand Inc$256,3650.03%2,700CommonSOLE
501889208LKQLKQ Corp$255,3530.03%4,781CommonSOLE
464286327SLVPiShares MSCI Global Silver and$254,0000.03%25,000CommonSOLE
038222105AMATApplied Materials Inc$252,6320.03%1,225CommonSOLE
679295105OKTAOkta Inc$247,4260.03%2,365CommonSOLE
458140100INTCIntel Corp$247,3520.03%5,600CommonSOLE
97717Y659WCBRWisdomTree Cybersecurity Fund$243,5800.03%9,500CommonSOLE
29250N105ENBEnbridge Inc$242,4060.03%6,700CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$235,0300.03%1,000CommonSOLE
74460D109PSAPublic Storage$232,0480.03%800CommonSOLE
46138G615SOXQInvesco PHLX Semiconductor ETF$231,5400.03%6,000CommonSOLE
579780206MKCMcCormick & Co Inc/MD$230,4300.03%3,000CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$230,0100.03%3,000CommonSOLE
98980L101ZNGAZoom Video Communications Inc$228,7950.03%3,500CommonSOLE
46435U556ARTYiShares Robotics and Artificia$225,6110.03%6,568CommonSOLE
33734X846CIBRFirst Trust NASDAQ Cybersecuri$225,5600.03%4,000CommonSOLE
351858105FNVFranco-Nevada Corp$220,8030.03%1,853CommonSOLE
007903107AMDAdvanced Micro Devices Inc$216,5880.03%1,200CommonSOLE
46434VBG4IBDPiShares iBonds Dec 2024 Term C$213,7270.03%8,532CommonSOLE
35969L108YMMFull Truck Alliance Co Ltd$207,6820.02%28,567CommonSOLE
67073B106JPCNuveen Preferred & Income Oppo$81,3840.01%11,319CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.