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Bramshill Investments, LLC

Q1 2025 · 13F-HR

Bramshill Investments, LLCholdings as filed

Filed 2025-05-15 · accession 0001214659-25-007675

$979.6M
Reported value
136
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46431W507NEARiShares Short Duration Bond Ac$177.2M18.1%3,483,686CommonSOLE
464287432TLTiShares 20plus Year Treasury Bond$147.0M15.0%1,615,177CommonSOLE
33739Q408FTSMFirst Trust Enhanced Short Mat$107.6M11.0%1,798,647CommonSOLE
92203C303VUSBVanguard Ultra Short Bond ETF$99.9M10.2%2,002,873CommonSOLE
72201R833MINTPIMCO Enhanced Short Maturity$70.3M7.17%698,205CommonSOLE
46434V100SLQDiShares 0-5 Year Investment Gr$46.6M4.76%926,885CommonSOLE
67066V101NADNuveen Quality Municipal Incom$46.5M4.74%4,034,316CommonSOLE
670657105XNEAXNuveen AMT-Free Quality Munici$46.2M4.71%4,123,343CommonSOLE
46434V407SHYGiShares 0-5 Year High Yield Co$41.6M4.24%977,660CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ET$39.5M4.04%780,797CommonSOLE
92206C813VCLTVanguard Long-Term Corporate B$22.6M2.31%297,779CommonSOLE
46138G508BKLNInvesco Senior Loan ETF$5.6M0.57%270,000CommonSOLE
33740F805FIXDFirst Trust Smith Opportunisti$4.6M0.47%105,000CommonSOLE
33740F888UCONFirst Trust Smith Unconstraine$4.5M0.45%180,000CommonSOLE
78467V608SRLNSPDR Blackstone Senior Loan ET$4.4M0.45%108,000CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$3.8M0.39%8,082CommonSOLE
81369Y605XLFFinancial Select Sector SPDR F$2.7M0.28%55,000CommonSOLE
81369Y852XLCCommunication Services Select$2.4M0.25%25,000CommonSOLE
651639106NEMNewmont Corp$2.4M0.24%49,418CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$2.3M0.23%11,000CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$2.2M0.22%15,000CommonSOLE
16411Q101CQPCheniere Energy Partners LP$2.1M0.21%31,138CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR$2.0M0.20%15,000CommonSOLE
428103105HESMHess Midstream LP$1.8M0.18%41,572CommonSOLE
29273V100ETEnergy Transfer LP$1.8M0.18%94,271CommonSOLE
293792107EPDEnterprise Products Partners L$1.7M0.18%50,674CommonSOLE
09261X102BXSLBlackstone Secured Lending Fun$1.7M0.18%53,421CommonSOLE
969457100WMBWilliams Cos Inc/The$1.7M0.17%28,203CommonSOLE
55336V100MPLXMPLX LP$1.6M0.16%30,168CommonSOLE
92189F676SMHVanEck Semiconductor ETF$1.6M0.16%7,500CommonSOLE
04010L103ARCCAres Capital Corp$1.6M0.16%69,955CommonSOLE
922908553VNQVanguard Real Estate ETF$1.5M0.16%17,000CommonSOLE
302635206FSKFS KKR Capital Corp$1.5M0.16%73,027CommonSOLE
06849F108BBarrick Mining Corp$1.5M0.16%78,368CommonSOLE
682680103OKEONEOK Inc$1.5M0.15%15,237CommonSOLE
035710839NLYAnnaly Capital Management Inc$1.5M0.15%74,256CommonSOLE
46284V101IRMIron Mountain Inc$1.5M0.15%17,241CommonSOLE
767204100RIORio Tinto PLC$1.5M0.15%24,440CommonSOLE
00123Q104AGNCAGNC Investment Corp$1.5M0.15%152,042CommonSOLE
126633205UANCVR Partners LP$1.4M0.14%18,753CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.4M0.14%62,164CommonSOLE
253868103DLRDigital Realty Trust Inc$1.4M0.14%9,650CommonSOLE
90290N109USACUSA Compression Partners LP$1.3M0.13%47,560CommonSOLE
828806109SPGSimon Property Group Inc$1.2M0.13%7,439CommonSOLE
03676B102AMAntero Midstream Corp$1.2M0.12%66,941CommonSOLE
22758A105CAPLCrossAmerica Partners LP$1.2M0.12%48,281CommonSOLE
726503105PAAPlains All American Pipeline L$1.1M0.12%57,314CommonSOLE
594918104MSFTMicrosoft Corp$1.1M0.11%3,000CommonSOLE
24664T103DKLDelek Logistics Partners LP$1.1M0.11%25,688CommonSOLE
097023105BABoeing Co/The$1.1M0.11%6,500CommonSOLE
85571B105STWDStarwood Property Trust Inc$1.1M0.11%54,600CommonSOLE
032654105ADIAnalog Devices Inc$1.0M0.10%5,000CommonSOLE
64828T201RITMRithm Capital Corp$1.0M0.10%87,700CommonSOLE
09225M101BSMBlack Stone Minerals LP$988,4880.10%64,734CommonSOLE
01877R108ARLPAlliance Resource Partners LP$975,5330.10%35,760CommonSOLE
67072T108JFRNuveen Floating Rate Income Fu$941,5000.10%111,157CommonSOLE
56064Q107MEGINYLI CBRE Global Infrastructur$935,7860.10%70,307CommonSOLE
29250N105ENBEnbridge Inc$919,3440.09%20,748CommonSOLE
437076102HDHome Depot Inc/The$916,2250.09%2,500CommonSOLE
81369Y886XLUUtilities Select Sector SPDR F$906,7750.09%11,500CommonSOLE
02215L209KNTKKinetik Holdings Inc$906,0410.09%17,444CommonSOLE
G35947202FLNGFLEX LNG Ltd$904,6570.09%39,350CommonSOLE
78573L106SBRASabra Health Care REIT Inc$900,3340.09%51,536CommonSOLE
87313P103TXOTXO Partners LP$890,9780.09%46,502CommonSOLE
464287515IGViShares Expanded Tech-Software$889,9000.09%10,000CommonSOLE
49435R102KRPKimbell Royalty Partners LP$878,7520.09%62,768CommonSOLE
90353T100UBERUber Technologies Inc$874,3200.09%12,000CommonSOLE
023135106AMZNAmazon.com Inc$856,1700.09%4,500CommonSOLE
647551100NMFCNew Mountain Finance Corp$850,6890.09%77,125CommonSOLE
379378201GNLGlobal Net Lease Inc$847,9230.09%105,463CommonSOLE
36467J108GLPIGaming and Leisure Properties$833,7930.09%16,381CommonSOLE
78574H104SOCSable Offshore Corp$827,8990.08%32,633CommonSOLE
01881G106ABAllianceBernstein Holding LP$813,8580.08%21,244CommonSOLE
42250P103DOCHealthpeak Properties Inc$791,6130.08%39,150CommonSOLE
02665T306AMHAmerican Homes 4 Rent$786,1830.08%20,793CommonSOLE
30290Y101FSCOFS Credit Opportunities Corp$771,2630.08%109,399CommonSOLE
74762E102QUREQuanta Services Inc$762,5400.08%3,000CommonSOLE
67066G104NVDANVIDIA Corp$758,6600.08%7,000CommonSOLE
297178105ESSEssex Property Trust Inc$753,2420.08%2,457CommonSOLE
958669103WESWestern Midstream Partners LP$752,0260.08%18,360CommonSOLE
69355M107PDOPIMCO Dynamic Income Opportuni$745,8560.08%53,736CommonSOLE
67080R102NPFDNuveen Variable Rate Preferred$741,5650.08%39,508CommonSOLE
133131102CPTCamden Property Trust$740,8930.08%6,058CommonSOLE
427096508HTGCHercules Capital Inc$735,2630.08%38,275CommonSOLE
69121K104OBDCBlue Owl Capital Corp$734,9200.08%50,131CommonSOLE
56585A102MPCMarathon Petroleum Corp$728,4500.07%5,000CommonSOLE
37946R109GLPGlobal Partners LP/MA$726,3420.07%13,607CommonSOLE
M46528101FROFrontline PLC$726,2690.07%48,907CommonSOLE
72203T100PAXSPIMCO Access Income Fund$719,6000.07%44,807CommonSOLE
04316A108APAMArtisan Partners Asset Managem$705,7940.07%18,051CommonSOLE
105368203BDNBrandywine Realty Trust$703,8420.07%157,812CommonSOLE
61744H105MSDMorgan Stanley Emerging Market$702,9340.07%87,321CommonSOLE
95790K109WDIWestern Asset Diversified Inco$694,4670.07%48,060CommonSOLE
55445L100MNRMach Natural Resources LP$688,9740.07%44,307CommonSOLE
880192109TEITempleton Emerging Markets Inc$688,0110.07%127,883CommonSOLE
03762U105ARIApollo Commercial Real Estate$687,8250.07%71,873CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$686,8220.07%44,715CommonSOLE
617477104EDDMorgan Stanley Emerging Market$681,6220.07%145,026CommonSOLE
67073D102XJQCXNuveen Credit Strategies Incom$675,6740.07%125,590CommonSOLE
68268W103OMFOneMain Holdings Inc$671,4650.07%13,737CommonSOLE
927959106VNOMUSDViper Energy Inc$664,8340.07%14,725CommonSOLE
681936100OHIOmega Healthcare Investors Inc$660,4600.07%17,344CommonSOLE
67073B106JPCNuveen Preferred & Income Oppo$657,1620.07%82,558CommonSOLE
Y2685T131GNKGenco Shipping & Trading Ltd$650,5650.07%48,695CommonSOLE
26875P101EOGEOG Resources Inc$641,2000.07%5,000CommonSOLE
68389X105ORCLOracle Corp$629,1450.06%4,500CommonSOLE
46625H100JPMJPMorgan Chase & Co$613,2500.06%2,500CommonSOLE
48249T106KIOKKR Income Opportunities Fund$602,1610.06%48,996CommonSOLE
464288810IHIiShares U.S. Medical Devices E$601,9000.06%10,000CommonSOLE
00162Q452AMLPAlerian MLP ETF$597,3100.06%11,500CommonSOLE
464288760ITAiShares U.S. Aerospace & Defen$595,5590.06%3,890CommonSOLE
30231G102XOMExxon Mobil Corp$594,6500.06%5,000CommonSOLE
G0450A105ACGLArch Capital Group Ltd$577,0800.06%6,000CommonSOLE
78464A698KRESPDR S&P Regional Banking ETF$568,5000.06%10,000CommonSOLE
78464A870XBISPDR S&P Biotech ETF$567,7000.06%7,000CommonSOLE
81369Y308XLPConsumer Staples Select Sector$490,0200.05%6,000CommonSOLE
78464A888XHBSPDR S&P Homebuilders ETF$484,5000.05%5,000CommonSOLE
451100101IEPIcahn Enterprises LP$473,4030.05%52,252CommonSOLE
92840M102VSTVistra Corp$469,7600.05%4,000CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$467,2500.05%5,000CommonSOLE
983134107WYNNWynn Resorts Ltd$446,7250.05%5,350CommonSOLE
025816109AXPAmerican Express Co$403,5750.04%1,500CommonSOLE
69331C108PCGPG&E Corp$386,5500.04%22,500CommonSOLE
72201A103XPMQXPIMCO Municipal Income Fund II$369,0620.04%51,545CommonSOLE
654106103NKENIKE Inc$349,1400.04%5,500CommonSOLE
518439104ELEstee Lauder Cos Inc/The$330,0000.03%5,000CommonSOLE
79466L302CRMSalesforce Inc$295,1960.03%1,100CommonSOLE
37954Y871URAGlobal X Uranium ETF$286,5000.03%12,500CommonSOLE
464288588MBBiShares MBS ETF$281,6210.03%3,003CommonSOLE
931142103WMTWalmart Inc$263,3700.03%3,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$255,6410.03%457CommonSOLE
M2029K104BIRKBirkenstock Holding Plc$252,1750.03%5,500CommonSOLE
46133G107IQIInvesco Quality Municipal Inco$212,5240.02%21,955CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$200,7830.02%377CommonSOLE
09249N101BLEBlackRock Municipal Income Tru$142,5300.01%13,718CommonSOLE
09253W104XMYDXBlackRock MuniYield Fund Inc$116,2720.01%11,021CommonSOLE

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.