Bramshill Investments, LLC

All 13F Filings

Location
Naples, FL
Most recent 13F
Q2 2026
Holdings value ($000)
1,307,212
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 157 1,307,212 13F-HR Bramshill Investments, LLC
Q1 2026 5/15/2026 155 1,160,684 13F-HR Bramshill Investments, LLC
Q4 2025 2/17/2026 147 1,768,749 13F-HR Bramshill Investments, LLC
Q3 2025 11/14/2025 150 1,464,351 13F-HR Bramshill Investments, LLC
Q2 2025 8/14/2025 150 956,177 13F-HR Bramshill Investments, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 78.99 K 6.0% 2.506 K 0 2.506 K
ETFs 1.228 M 94.0% 144 K 0 144 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,307,212
Holdings
157
QoQ value change ($000)
146,528 (12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.