Brentview Investment Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
BI
Brentview Investment Management LLC
Institutional Filer 4.57%$231.3M63

Current Portfolio Holdings

Showing all 63 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1MSFTMicrosoft CorporationTechnology36K$13.3M5.76%
2CMECME Group Inc.Financial Services43K$12.6M5.46%
3AAPLApple Inc.Technology46K$11.8M5.10%
4LRCXLam Research CorporationTechnology44K$9.4M4.06%
5CVXChevron CorporationEnergy44K$9.0M3.91%
6JPMJPMorgan Chase & Co.Financial Services27K$8.0M3.48%
7TTTrane Technologies plcIndustrials19K$8.0M3.47%
8MSMorgan StanleyFinancial Services42K$6.9M2.97%
9JNJJohnson & JohnsonHealthcare28K$6.8M2.93%
10PMPhilip Morris International Inc.Consumer Defensive41K$6.7M2.90%
11LINLinde plcBasic Materials13K$6.7M2.89%
12NEENextEra Energy, Inc.Utilities71K$6.6M2.86%
13GOOGLAlphabet Inc.Technology23K$6.5M2.83%
14TJXThe TJX Companies, Inc.Consumer Cyclical39K$6.2M2.69%
15AVGOBroadcom Inc.Technology20K$6.1M2.64%
Showing 1 to 15 of 63 holdings