MondegarAI
Bramshill Investments, LLC

Q3 2024 · 13F-HR

Bramshill Investments, LLCholdings as filed

Filed 2024-11-13 · accession 0001214659-24-018816

$913.0M
Reported value
133
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V407SHYGiShares 0-5 Year High Yield Co$290.1M31.8%6,682,194CommonSOLE
46431W507NEARiShares Short Duration Bond Ac$151.9M16.6%2,965,140CommonSOLE
464287432TLTiShares 20 Year Treasury Bond$104.5M11.4%1,064,769CommonSOLE
33739Q408FTSMFirst Trust Enhanced Short Mat$88.5M9.70%1,478,982CommonSOLE
67066V101NADNuveen Quality Municipal Incom$45.2M4.95%3,649,800CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Munici$40.9M4.48%3,416,865CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ET$29.5M3.23%580,797CommonSOLE
72201R833MINTPIMCO Enhanced Short Maturity$24.5M2.68%243,427CommonSOLE
46434V100SLQDiShares 0-5 Year Investment Gr$16.3M1.79%323,551CommonSOLE
92206C813VCLTVanguard Long-Term Corporate B$4.9M0.53%60,000CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$4.6M0.51%20,548CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fu$4.3M0.47%354,851CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$3.8M0.41%24,538CommonSOLE
81369Y605XLFFinancial Select Sector SPDR F$3.0M0.33%67,247CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$2.5M0.27%5,064CommonSOLE
00123Q104AGNCAGNC Investment Corp$2.4M0.26%229,466CommonSOLE
067901108ABXBarrick Gold Corp$2.3M0.25%115,359CommonSOLE
035710839NLYAnnaly Capital Management Inc$2.2M0.24%110,541CommonSOLE
46138G706TANInvesco Solar ETF$2.0M0.22%45,754CommonSOLE
29273V100ETEnergy Transfer LP$2.0M0.22%122,471CommonSOLE
81369Y852XLCCommunication Services Select$1.6M0.18%17,733CommonSOLE
16411Q101CQPCheniere Energy Partners LP$1.6M0.17%32,589CommonSOLE
293792107EPDEnterprise Products Partners L$1.6M0.17%53,985CommonSOLE
726503105PAAPlains All American Pipeline L$1.5M0.17%88,092CommonSOLE
126633205UANCVR Partners LP$1.5M0.16%22,382CommonSOLE
09261X102BXSLBlackstone Secured Lending Fun$1.5M0.16%50,589CommonSOLE
04010L103ARCCAres Capital Corp$1.5M0.16%70,604CommonSOLE
302635206FSKFS KKR Capital Corp$1.5M0.16%74,596CommonSOLE
651639106NEMNewmont Corp$1.5M0.16%27,511CommonSOLE
464288224ICLNiShares Global Clean Energy ET$1.4M0.16%97,585CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$1.4M0.15%17,272CommonSOLE
75513E101RTXRTX Corp$1.4M0.15%11,250CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.3M0.14%62,609CommonSOLE
37946R109GLPGlobal Partners LP/MA$1.3M0.14%27,318CommonSOLE
828806109SPGSimon Property Group Inc$1.3M0.14%7,473CommonSOLE
24664T103DKLDelek Logistics Partners LP$1.2M0.13%26,954CommonSOLE
49435R102KRPKimbell Royalty Partners LP$1.2M0.13%73,228CommonSOLE
90290N109USACUSA Compression Partners LP$1.1M0.12%49,769CommonSOLE
29250N105ENBEnbridge Inc$1.1M0.12%27,627CommonSOLE
85571B105STWDStarwood Property Trust Inc$1.1M0.12%54,910CommonSOLE
254687106DISWalt Disney Co/The$1.1M0.12%11,000CommonSOLE
22758A105CAPLCrossAmerica Partners LP$1.0M0.11%50,489CommonSOLE
09225M101BSMBlack Stone Minerals LP$1.0M0.11%67,667CommonSOLE
03676B102AMAntero Midstream Corp$1.0M0.11%67,480CommonSOLE
983134107WYNNWynn Resorts Ltd$1.0M0.11%10,500CommonSOLE
64828T201RITMRithm Capital Corp$1.0M0.11%88,483CommonSOLE
78573L106SBRASabra Health Care REIT Inc$967,5150.11%51,989CommonSOLE
30290Y101FSCOFS Credit Opportunities Corp$964,0130.11%151,813CommonSOLE
87313P103TXOTXO Partners LP$962,2380.11%48,647CommonSOLE
105368203BDNBrandywine Realty Trust$951,8040.10%174,964CommonSOLE
518439104ELEstee Lauder Cos Inc/The$937,0860.10%9,400CommonSOLE
01877R108ARLPAlliance Resource Partners LP$935,4500.10%37,418CommonSOLE
379378201GNLGlobal Net Lease Inc$933,5590.10%110,874CommonSOLE
023135106AMZNAmazon.com Inc$931,6500.10%5,000CommonSOLE
428103105HESMHess Midstream LP$930,8810.10%26,393CommonSOLE
647551100NMFCNew Mountain Finance Corp$930,4750.10%77,669CommonSOLE
56064Q107MEGINYLI CBRE Global Infrastructur$920,6180.10%61,745CommonSOLE
G35947202FLNGFLEX LNG Ltd$888,7210.10%34,934CommonSOLE
253868103DLRDigital Realty Trust Inc$869,6740.10%5,374CommonSOLE
36467J108GLPIGaming and Leisure Properties$850,0050.09%16,521CommonSOLE
962166104WYWeyerhaeuser Co$824,2540.09%24,343CommonSOLE
67072T108JFRNuveen Floating Rate Income Fu$823,7000.09%93,390CommonSOLE
927959106VNOMUSDViper Energy Inc$815,8140.09%18,085CommonSOLE
46284V101IRMIron Mountain Inc$809,5890.09%6,813CommonSOLE
02665T306AMHAmerican Homes 4 Rent$805,1920.09%20,974CommonSOLE
69355M107PDOPIMCO Dynamic Income Opportuni$803,8370.09%56,929CommonSOLE
86765K109SUNSunoco LP$799,8860.09%14,901CommonSOLE
02215L209KNTKKinetik Holdings Inc$798,2960.09%17,638CommonSOLE
65341B106XIFRNextEra Energy Partners LP$797,6930.09%28,881CommonSOLE
M2029K104BIRKBirkenstock Holding Plc$788,6400.09%16,000CommonSOLE
04316A108APAMArtisan Partners Asset Managem$787,9910.09%18,190CommonSOLE
55336V100MPLXMPLX LP$781,3400.09%17,574CommonSOLE
01881G106ABAllianceBernstein Holding LP$776,1630.09%22,246CommonSOLE
57164Y107VACMarriott Vacations Worldwide C$771,5400.08%10,500CommonSOLE
95790K109WDIWestern Asset Diversified Inco$761,1860.08%48,545CommonSOLE
767204100RIORio Tinto PLC$755,6120.08%10,617CommonSOLE
67080R102NPFDNuveen Variable Rate Preferred$755,3840.08%39,883CommonSOLE
133131102CPTCamden Property Trust$755,0150.08%6,112CommonSOLE
Y2685T131GNKGenco Shipping & Trading Ltd$752,9930.08%38,615CommonSOLE
72203T100PAXSPIMCO Access Income Fund$752,6070.08%45,256CommonSOLE
880192109TEITempleton Emerging Markets Inc$750,7820.08%128,779CommonSOLE
451100101IEPIcahn Enterprises LP$740,1250.08%54,743CommonSOLE
617477104EDDMorgan Stanley Emerging Market$738,4560.08%146,519CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$736,5760.08%45,161CommonSOLE
958669103WESWestern Midstream Partners LP$735,7400.08%19,230CommonSOLE
67073D102XJQCXNuveen Credit Strategies Incom$734,6000.08%126,874CommonSOLE
48249T106KIOKKR Income Opportunities Fund$730,8560.08%49,516CommonSOLE
922908553VNQVanguard Real Estate ETF$730,6500.08%7,500CommonSOLE
67066G104NVDANVIDIA Corp$728,6400.08%6,000CommonSOLE
700517105PKPark Hotels & Resorts Inc$724,6550.08%51,394CommonSOLE
61744H105MSDMorgan Stanley Emerging Market$699,8460.08%88,253CommonSOLE
00162Q452AMLPAlerian MLP ETF$698,1840.08%14,814CommonSOLE
68389X105ORCLOracle Corp$681,6000.07%4,000CommonSOLE
03938L203MTArcelorMittal SA$670,1810.07%25,521CommonSOLE
G7738W106SFLSFL Corp Ltd$668,5840.07%57,786CommonSOLE
03762U105ARIApollo Commercial Real Estate$666,7620.07%72,553CommonSOLE
80007P869SDSandRidge Energy Inc$661,9000.07%54,121CommonSOLE
67073B106JPCNuveen Preferred & Income Oppo$654,4040.07%81,091CommonSOLE
M46528101FROFrontline PLC$637,6290.07%27,905CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR$602,7080.07%4,450CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$562,4360.06%5,300CommonSOLE
433000106HIMSHims & Hers Health Inc$537,8640.06%29,200CommonSOLE
594918104MSFTMicrosoft Corp$512,0570.06%1,190CommonSOLE
654106103NKENIKE Inc$486,2000.05%5,500CommonSOLE
90353T100UBERUber Technologies Inc$445,9990.05%5,934CommonSOLE
459200101IBMIBM$442,1600.05%2,000CommonSOLE
629377508NRGNRG Energy Inc$438,1910.05%4,810CommonSOLE
78463V107GLDSPDR Gold Shares$437,5080.05%1,800CommonSOLE
464288760ITAiShares U.S. Aerospace & Defen$417,6450.05%2,791CommonSOLE
989207105ZBRAZebra Technologies Corp$370,3200.04%1,000CommonSOLE
002824100ABTAbbott Laboratories$366,0860.04%3,211CommonSOLE
78410G104SBACSBA Communications Corp$361,0500.04%1,500CommonSOLE
26210C104DBXDropbox Inc$356,0200.04%14,000CommonSOLE
37954Y632AIQGlobal X Artificial Intelligen$353,1150.04%9,500CommonSOLE
032654105ADIAnalog Devices Inc$345,2550.04%1,500CommonSOLE
87161C501SYU1Synovus Financial Corp$342,4190.04%7,700CommonSOLE
G29183103ETNEaton Corp PLC$331,4400.04%1,000CommonSOLE
049468101TEAMAtlassian Corp$317,6200.03%2,000CommonSOLE
380237107GDDYGoDaddy Inc$313,5600.03%2,000CommonSOLE
79466L302CRMSalesforce Inc$301,0810.03%1,100CommonSOLE
704326107PAYXPaychex Inc$295,2180.03%2,200CommonSOLE
83406F102SOFISoFi Technologies Inc$282,9600.03%36,000CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$272,4000.03%1,000CommonSOLE
963320106WHRWhirlpool Corp$267,5000.03%2,500CommonSOLE
89628W302ABFLFCF US Quality ETF$267,2520.03%4,100CommonSOLE
46137V282RSPTInvesco S&P 500 Equal Weight T$263,9000.03%7,000CommonSOLE
91851C201EGYVAALCO Energy Inc$261,8760.03%45,623CommonSOLE
316188200FLTBFidelity Ltd Term Bond ETF$251,8240.03%5,000CommonSOLE
46138G615SOXQInvesco PHLX Semiconductor ETF$244,3800.03%6,000CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$236,0700.03%3,000CommonSOLE
921937835BNDVanguard Total Bond Market ETF$225,3300.02%3,000CommonSOLE
69608A108PLTRPalantir Technologies Inc$223,2000.02%6,000CommonSOLE
46435U168IBHEiShares iBonds 2025 Term High$202,1510.02%8,676CommonSOLE

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.