Evid Invest
Holders — by stockHoldings — by fund

Bramshill Investments, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001619899

$1.31B

disclosed book value

157

positions

11.9%

largest position share

Positions, as of 2026-06-30

top 100 of 157 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VUSBVanguard Ultra Short Bond ETF3.1M$155.0M11.9%
2SJNKState Street SPDR Bloomberg Sh6.1M$151.9M11.6%
3NEARiShares Short Duration Bond Ac2.6M$132.0M10.1%
4PGXInvesco Preferred ETF11.5M$124.6M9.5%
5MINTPIMCO Enhanced Short Maturity1.0M$101.3M7.8%
6GSYInvesco Ultra Short Duration E2.0M$99.7M7.6%
7SHYGiShares 0-5 Year High Yield Co2.1M$89.4M6.8%
8JPSTJPMorgan Ultra-Short Income ET1.3M$64.9M5%
9PMLPIMCO Municipal Income Fund II7.8M$59.1M4.5%
10SLQDiShares 0-5 Year Investment Gr1.0M$50.8M3.9%
11FTSMFirst Trust Enhanced Short Mat659,483$39.4M3%
12VVRInvesco Senior Income Trust8.4M$25.2M1.9%
13VCLTVanguard Long-Term Corporate B303,536$22.8M1.7%
14MLNVanEck Long Muni ETF1.2M$22.1M1.7%
15SRLNState Street Blackstone Senior473,743$19.1M1.5%
16PFFiShares Preferred and Income S344,817$10.5M0.8%
17HEDGEquable Shares Hedged Equity E227,986$6.8M0.5%
18GLDSPDR Gold Shares12,842$4.7M0.4%
19SMHVanEck Semiconductor ETF4,500$3.0M0.2%
20QQQInvesco QQQ Trust Series 13,935$2.9M0.2%
21NLYAnnaly Capital Management Inc107,085$2.4M0.2%
22AGNCAGNC Investment Corp196,596$2.1M0.2%
23QTUMDefiance Quantum ETF12,500$2.1M0.2%
24CQPCheniere Energy Partners LP31,069$1.9M0.1%
25ETEnergy Transfer LP97,266$1.9M0.1%
26MPLXMPLX LP32,578$1.8M0.1%
27JMSTJPMorgan Ultra-Short Municipal34,847$1.8M0.1%
28XBIState Street SPDR S&P Biotech11,000$1.7M0.1%
29SPGSimon Property Group Inc7,631$1.7M0.1%
30IVRInvesco Mortgage Capital Inc211,265$1.7M0.1%
31Anglogold Ashanti Plc20,249$1.6M0.1%
32UANCVR Partners LP14,505$1.6M0.1%
33XLVState Street Health Care Selec10,169$1.6M0.1%
34RSPTInvesco S&P 500 Equal Weight T25,000$1.6M0.1%
35DXDynex Capital Inc120,880$1.6M0.1%
36DKLDelek Logistics Partners LP29,668$1.5M0.1%
37VNQVanguard Real Estate ETF15,500$1.5M0.1%
38RIORio Tinto PLC15,741$1.5M0.1%
39BXSLBlackstone Secured Lending Fun61,710$1.5M0.1%
40ARCCAres Capital Corp77,871$1.4M0.1%
41KNTKKinetik Holdings Inc29,411$1.4M0.1%
42HESMHess Midstream LP36,836$1.4M0.1%
43BRK/BBerkshire Hathaway Inc2,710$1.4M0.1%
44EEMiShares MSCI Emerging Markets19,757$1.4M0.1%
45XLCState Street Communication Ser12,500$1.3M0.1%
46PAAPlains All American Pipeline L56,532$1.3M0.1%
47STWDStarwood Property Trust Inc76,682$1.3M0.1%
48USACUSA Compression Partners LP47,573$1.3M0.1%
49VNOMViper Energy Inc29,480$1.2M0.1%
50NVDANVIDIA Corp6,000$1.2M0.1%
51AAPLApple Inc4,000$1.2M0.1%
52XLUState Street Utilities Select25,000$1.1M0.1%
53CQQQInvesco China Technology ETF19,833$1.1M0.1%
54KREState Street SPDR S&P Regional15,000$1.1M0.1%
55PEPPepsiCo Inc8,216$1.1M0.1%
56ORealty Income Corp17,952$1.1M0.1%
57TXOTXO Partners LP88,123$1.1M0.1%
58MNRMach Natural Resources LP87,085$1.1M0.1%
59GOOGLAlphabet Inc3,064$1.1M0.1%
60EXRExtra Space Storage Inc7,529$1.1M0.1%
61KRPKimbell Royalty Partners LP75,161$1.1M0.1%
62EPDEnterprise Products Partners L28,786$1.1M0.1%
63IRMIron Mountain Inc8,323$1.1M0.1%
64XLPState Street Consumer Staples12,500$1.0M0.1%
65PFFAVirtus InfraCap US Preferred S50,000$1.0M0.1%
66JPCNuveen Preferred & Income Oppo126,165$994,1800.1%
67CIBRFirst Trust NASDAQ Cybersecuri11,000$988,3500.1%
68AEMAgnico Eagle Mines Ltd6,194$960,8750.1%
69EWZiShares MSCI Brazil ETF27,780$958,4100.1%
70BSMBlack Stone Minerals LP68,451$956,2600.1%
71XLKState Street Technology Select5,000$952,6000.1%
72XLIState Street Industrial Select5,138$951,7120.1%
73ARLPAlliance Resource Partners LP39,541$948,1930.1%
74CCICrown Castle Inc12,026$910,7290.1%
75HDHome Depot Inc/The2,500$881,7000.1%
76XLYState Street Consumer Discreti7,500$879,6000.1%
77HIWHighwoods Properties Inc28,960$873,4340.1%
78TRINTrinity Capital Inc48,268$863,5150.1%
79Frontline PLC24,393$848,6320.1%
80NEMNewmont Corp9,023$842,7480.1%
81NHSNeuberger High Yield Strategie133,785$834,8180.1%
82EDDMorgan Stanley Emerging Market141,666$832,9960.1%
83DLRDigital Realty Trust Inc4,627$830,9170.1%
84GLPGlobal Partners LP/MA17,730$826,0410.1%
85NKENIKE Inc20,000$821,0000.1%
86JPMJPMorgan Chase & Co2,500$818,3250.1%
87BCATBlackRock Capital Allocation T51,268$816,6990.1%
88MEGINYLI CBRE Global Infrastructur53,668$815,7540.1%
89XLFState Street Financial Select15,000$804,1500.1%
90BBarrick Mining Corp21,764$799,3920.1%
91OHIOmega Healthcare Investors Inc16,595$791,2500.1%
92WESWestern Midstream Partners LP18,043$789,5620.1%
93BMYBristol-Myers Squibb Co13,561$781,3850.1%
94BHKBlackRock Core Bond Trust83,461$765,3370.1%
95ARRARMOUR Residential REIT Inc43,393$757,2080.1%
96TEITempleton Emerging Markets Inc111,370$750,6340.1%
97PAYXPaychex Inc7,555$742,8830.1%
98SCHWCharles Schwab Corp/The8,048$742,5890.1%
99FFord Motor Co52,722$732,8360.1%
100Genco Shipping & Trading Ltd29,558$732,4470.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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