Broyhill Asset Management, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 112,466
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 8/4/2026 | 77 | 112,466 | 13F-HR/A - RESTATEMENT | Broyhill Asset Management, LLC |
| Q2 2026 | 7/29/2026 | 77 | 112,466 | 13F-HR | Broyhill Asset Management, LLC |
| Q1 2026 | 5/6/2026 | 74 | 108,224 | 13F-HR | Broyhill Asset Management, LLC |
| Q4 2025 | 2/13/2026 | 78 | 113,515 | 13F-HR | Broyhill Asset Management, LLC |
| Q3 2025 | 11/13/2025 | 82 | 114,107 | 13F-HR | Broyhill Asset Management, LLC |
| Q2 2025 | 8/14/2025 | 76 | 110,053 | 13F-HR | Broyhill Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.02 K | 73.8% | 3.276 K | 0 | 3.276 K |
| ETFs | 29.44 K | 26.2% | 7.33 K | 0 | 7.33 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
112,466
Holdings
77
QoQ value change ($000)
4,242
(3.9%)
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.