MondegarAI
Bramshill Investments, LLC

Q2 2024 · 13F-HR

Bramshill Investments, LLCholdings as filed

Filed 2024-08-14 · accession 0001214659-24-014596

$919.1M
Reported value
169
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V407SHYGiShares 0-5 Year High Yield Co$401.9M43.7%9,523,136CommonSOLE
46431W507NEARBlackRock Short Duration Bond$135.6M14.7%2,693,342CommonSOLE
33739Q408FTSMFirst Trust Enhanced Short Mat$76.9M8.36%1,289,714CommonSOLE
464287432TLTiShares 20 Year Treasury Bond$51.8M5.64%564,504CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ET$29.3M3.19%580,797CommonSOLE
67066V101NADNuveen Quality Municipal Incom$27.8M3.02%2,364,418CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Munici$22.4M2.44%1,955,932CommonSOLE
72201R833MINTPIMCO Enhanced Short Maturity$21.7M2.36%215,612CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fu$21.5M2.34%1,920,157CommonSOLE
46434V100SLQDiShares 0-5 Year Investment Gr$14.3M1.55%290,029CommonSOLE
464287655IWMiShares Russell 2000 ETF$5.7M0.62%28,000CommonSOLE
92206C813VCLTVanguard Long-Term Corporate B$4.9M0.54%65,000CommonSOLE
95768B107HYIWestern Asset High Yield Defin$4.8M0.52%410,194CommonSOLE
00123Q104AGNCAGNC Investment Corp$2.5M0.27%260,523CommonSOLE
008474108AEMAgnico Eagle Mines Limited/Min$2.4M0.26%36,859CommonSOLE
00162Q452AMLPAlerian MLP ETF$2.4M0.26%49,344CommonSOLE
067901108ABXBarrick Gold Corp$2.1M0.23%126,013CommonSOLE
09261X102BXSLBlackstone Secured Lending Fun$2.0M0.22%65,461CommonSOLE
29273V100ETEnergy Transfer LP$2.0M0.22%122,346CommonSOLE
293792107EPDEnterprise Products Partners L$1.9M0.21%66,104CommonSOLE
302635206FSKFS KKR Capital Corp$1.9M0.20%95,339CommonSOLE
035710839NLYAnnaly Capital Management Inc$1.8M0.20%96,129CommonSOLE
023135106AMZNAmazon.com Inc$1.7M0.19%8,800CommonSOLE
126633205UANCVR Partners LP$1.7M0.18%22,365CommonSOLE
254687106DISWalt Disney Co/The$1.7M0.18%17,038CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$1.7M0.18%89,703CommonSOLE
04010L103ARCCAres Capital Corp$1.7M0.18%79,994CommonSOLE
16411Q101CQPCheniere Energy Partners LP$1.6M0.17%32,560CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.5M0.16%69,886CommonSOLE
69355M107PDOPIMCO Dynamic Income Opportuni$1.5M0.16%111,688CommonSOLE
726503105PAAPlains All American Pipeline L$1.5M0.16%82,152CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$1.4M0.15%9,538CommonSOLE
49435R102KRPKimbell Royalty Partners LP$1.3M0.14%79,745CommonSOLE
828806109SPGSimon Property Group Inc$1.2M0.13%8,162CommonSOLE
02215L209KNTKKinetik Holdings Inc$1.2M0.13%28,733CommonSOLE
86765K109SUNSunoco LP$1.2M0.13%20,858CommonSOLE
85571B105STWDStarwood Property Trust Inc$1.1M0.12%60,286CommonSOLE
75513E101RTXRTX Corp$1.1M0.12%11,250CommonSOLE
03676B102AMAntero Midstream Corp$1.1M0.12%74,765CommonSOLE
64828T201RITMRithm Capital Corp$1.1M0.12%100,578CommonSOLE
428103105HESMHess Midstream LP$1.1M0.12%30,060CommonSOLE
72203T100PAXSPIMCO Access Income Fund$1.1M0.12%69,094CommonSOLE
24664T103DKLDelek Logistics Partners LP$1.1M0.12%26,931CommonSOLE
29250N105ENBEnbridge Inc$1.1M0.12%30,408CommonSOLE
30290Y101FSCOFS Credit Opportunities Corp$1.1M0.12%167,992CommonSOLE
09225M101BSMBlack Stone Minerals LP$1.1M0.12%67,644CommonSOLE
647551100NMFCNew Mountain Finance Corp$1.1M0.11%86,288CommonSOLE
105368203BDNBrandywine Realty Trust$1.1M0.11%235,461CommonSOLE
67073D102XJQCXNuveen Credit Strategies Incom$1.1M0.11%189,553CommonSOLE
17275R102CSCOCisco Systems Inc$1.0M0.11%22,000CommonSOLE
785688102SBRSabine Royalty Trust$1.0M0.11%15,995CommonSOLE
G35947202FLNGFLEX LNG Ltd$1.0M0.11%38,122CommonSOLE
22758A105CAPLCrossAmerica Partners LP$1.0M0.11%50,455CommonSOLE
46284V101IRMIron Mountain Inc$988,3290.11%11,028CommonSOLE
87313P103TXOTXO Partners LP$980,2400.11%48,623CommonSOLE
37946R109GLPGlobal Partners LP/MA$973,4250.11%21,333CommonSOLE
Y2685T131GNKGenco Shipping & Trading Ltd$928,7540.10%43,583CommonSOLE
379378201GNLGlobal Net Lease Inc$921,4920.10%125,373CommonSOLE
927959106VNOMUSDViper Energy Inc$920,7990.10%24,535CommonSOLE
253868103DLRDigital Realty Trust Inc$920,5110.10%6,054CommonSOLE
01877R108ARLPAlliance Resource Partners LP$914,6080.10%37,392CommonSOLE
65341B106XIFRNextEra Energy Partners LP$907,3660.10%32,828CommonSOLE
G7738W106SFLSFL Corp Ltd$906,2250.10%65,290CommonSOLE
78573L106SBRASabra Health Care REIT Inc$903,5950.10%58,675CommonSOLE
67072T108JFRNuveen Floating Rate Income Fu$901,9700.10%104,274CommonSOLE
56064Q107MEGIMainStay CBRE Global Infrastru$890,1800.10%69,491CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$885,6000.10%12,300CommonSOLE
02665T306AMHAmerican Homes 4 Rent$879,6890.10%23,673CommonSOLE
700517105PKPark Hotels & Resorts Inc$874,2330.10%58,360CommonSOLE
464288224ICLNiShares Global Clean Energy ET$873,5920.10%65,585CommonSOLE
037636107Apollo Senior Floating Rate Fu$859,8520.09%59,137CommonSOLE
90290N109USACUSA Compression Partners LP$854,4220.09%36,006CommonSOLE
04316A108APAMArtisan Partners Asset Managem$852,3490.09%20,653CommonSOLE
36467J108GLPIGaming and Leisure Properties$840,9960.09%18,602CommonSOLE
651639106NEMNewmont Corp$833,0870.09%19,897CommonSOLE
M46528101FROFrontline PLC$814,9430.09%31,636CommonSOLE
767204100RIORio Tinto PLC$793,4680.09%12,035CommonSOLE
80007P869SDSandRidge Energy Inc$791,6650.09%61,227CommonSOLE
03762U105ARIApollo Commercial Real Estate$786,3920.09%80,326CommonSOLE
962166104WYWeyerhaeuser Co$781,8320.09%27,539CommonSOLE
46138G706TANInvesco Solar ETF$774,2030.08%19,254CommonSOLE
48249T106KIOKKR Income Opportunities Fund$765,1590.08%55,851CommonSOLE
958669103WESWestern Midstream Partners LP$764,1670.08%19,234CommonSOLE
01881G106ABAllianceBernstein Holding LP$751,2190.08%22,232CommonSOLE
55336V100MPLXMPLX LP$748,6900.08%17,579CommonSOLE
451100101IEPIcahn Enterprises LP$648,5700.07%39,355CommonSOLE
459200101IBMIBM$601,6930.07%3,479CommonSOLE
433000106HIMSHims & Hers Health Inc$589,5480.06%29,200CommonSOLE
594918104MSFTMicrosoft Corp$531,8710.06%1,190CommonSOLE
67066G104NVDANVIDIA Corp$494,1600.05%4,000CommonSOLE
464288687PFFiShares Preferred and Income S$446,0540.05%14,138CommonSOLE
90353T100UBERUber Technologies Inc$431,2830.05%5,934CommonSOLE
78463V107GLDSPDR Gold Shares$387,0180.04%1,800CommonSOLE
464288760ITAiShares U.S. Aerospace & Defen$368,5520.04%2,791CommonSOLE
N53745100LYBLyondellBasell Industries NV$315,6780.03%3,300CommonSOLE
989207105ZBRAZebra Technologies Corp$308,9300.03%1,000CommonSOLE
98980G102ZSZscaler Inc$307,5040.03%1,600CommonSOLE
83088M102SWKSSkyworks Solutions Inc$298,4240.03%2,800CommonSOLE
H2906T109GRMNGarmin Ltd$293,2560.03%1,800CommonSOLE
038222105AMATApplied Materials Inc$289,0880.03%1,225CommonSOLE
630402105NSSCNapco Security Technologies In$288,5820.03%5,555CommonSOLE
91851C201EGYVAALCO Energy Inc$286,0560.03%45,623CommonSOLE
95766K109HIOWestern Asset High Income Oppo$274,6550.03%72,088CommonSOLE
244199105DEDeere & Co$272,3760.03%729CommonSOLE
37954Y632AIQGlobal X Artificial Intelligen$261,8810.03%7,350CommonSOLE
46138G615SOXQInvesco PHLX Semiconductor ETF$258,5400.03%6,000CommonSOLE
745867101PHMPulteGroup Inc$258,1850.03%2,345CommonSOLE
46137V282RSPTInvesco S&P 500 Equal Weight T$256,6200.03%7,000CommonSOLE
68268W103OMFOneMain Holdings Inc$249,7240.03%5,150CommonSOLE
89628W302ABFLFCF US Quality ETF$248,7190.03%4,100CommonSOLE
316188200FLTBFidelity Ltd Term Bond ETF$245,3500.03%5,000CommonSOLE
45687V106IRIngersoll Rand Inc$245,2680.03%2,700CommonSOLE
46434V621DGROiShares Core Dividend Growth E$239,4270.03%4,156CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$230,1000.03%3,000CommonSOLE
35969L108YMMFull Truck Alliance Co Ltd$229,6790.02%28,567CommonSOLE
90364P105PATHUiPath Inc$228,2400.02%18,000CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$223,5100.02%1,000CommonSOLE
46434VBG4IBDPiShares iBonds Dec 2024 Term C$220,4910.02%8,774CommonSOLE
351858105FNVFranco-Nevada Corp$219,6180.02%1,853CommonSOLE
921937835BNDVanguard Total Bond Market ETF$216,1500.02%3,000CommonSOLE
69608A108PLTRPalantir Technologies Inc$202,6400.02%8,000CommonSOLE
G93A5A101VIKViking Holdings Ltd$173,0260.02%5,098CommonSOLE
09253W104XMYDXBlackRock MuniYield Fund Inc$167,7840.02%15,464CommonSOLE
46435U168IBHEiShares iBonds 2025 Term High$161,5050.02%6,939CommonSOLE
876030107TPRTapestry Inc$158,3230.02%3,700CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$153,3640.02%377CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$148,5750.02%1,630CommonSOLE
617477104EDDMorgan Stanley Emerging Market$143,7590.02%31,526CommonSOLE
33734X846CIBRFirst Trust NASDAQ Cybersecuri$141,0500.02%2,500CommonSOLE
84265V105SCCOSouthern Copper Corp$136,0760.01%1,263CommonSOLE
46429B366CMBSiShares CMBS ETF$133,9010.01%2,852CommonSOLE
02209S103MOAltria Group Inc$108,8190.01%2,389CommonSOLE
46434VBD1IBDQiShares iBonds Dec 2025 Term C$108,1160.01%4,349CommonSOLE
03938L203MTArcelorMittal SA$103,6670.01%4,521CommonSOLE
02079K305GOOGLAlphabet Inc$102,7330.01%564CommonSOLE
931142103WMTWalmart Inc$101,5650.01%1,500CommonSOLE
G0450A105ACGLArch Capital Group Ltd$100,8900.01%1,000CommonSOLE
41068X100HASIHA Sustainable Infrastructure$93,7430.01%3,167CommonSOLE
09257R101BGBBlackstone Strategic Credit 20$82,7660.01%6,961CommonSOLE
46138E362SPHDInvesco S&P 500 High Dividend$80,1520.01%1,804CommonSOLE
33739Q705KNGFT Vest S&P 500 Dividend Arist$74,0620.01%1,466CommonSOLE
74347G390SRTYUSDProShares UltraPro Short Russe$69,8360.01%2,513CommonSOLE
59102M104MGXMetagenomi Inc$63,2400.01%15,500CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term C$56,3100.01%2,364CommonSOLE
46131J103VKQInvesco Municipal Trust$55,9750.01%5,620CommonSOLE
46132P108IIMInvesco Value Municipal Income$55,7400.01%4,517CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jer$53,5560.01%4,702CommonSOLE
47103U845JAAAJanus Henderson AAA CLO ETF$53,3220.01%1,048CommonSOLE
72201A103XPMQXPIMCO Municipal Income Fund II$52,9610.01%6,721CommonSOLE
001084102AGCOAGCO Corp$51,2890.01%524CommonSOLE
09254F100MQYBlackRock MuniYield Quality Fu$50,8270.01%4,139CommonSOLE
46133G107IQIInvesco Quality Municipal Inco$50,8200.01%5,123CommonSOLE
37954Y483QYLDGlobal X Nasdaq 100 Covered Ca$50,0770.01%2,834CommonSOLE
09249N101BLEBlackRock Municipal Income Tru$50,0070.01%4,626CommonSOLE
27826U108EVNEaton Vance Municipal Income T$49,7840.01%4,810CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$43,5990.00%91CommonSOLE
67073B106JPCNuveen Preferred & Income Oppo$41,2490.00%5,522CommonSOLE
553368101MPMP Materials Corp$41,1180.00%3,230CommonSOLE
855244109SBUXStarbucks Corp$38,9250.00%500CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastr$33,9130.00%1,545CommonSOLE
09256U105BSLBlackstone Senior Floating Rat$30,4160.00%2,171CommonSOLE
464288588MBBiShares MBS ETF$29,2870.00%319CommonSOLE
09253N104MHDBlackRock MuniHoldings Fund In$28,7860.00%2,381CommonSOLE
460146103IPInternational Paper Co$21,5750.00%500CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$21,2250.00%39CommonSOLE
46141D203UUPInvesco DB US Dollar Index Bul$15,2930.00%525CommonSOLE
72201Y101PDIPimco Dynamic Income Fund$11,2860.00%600CommonSOLE
74347G440BITOProShares Bitcoin Strategy ETF$6,5050.00%289CommonSOLE
845467109SWN1EURSouthwestern Energy Co$70.00%1CommonSOLE

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.