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BROOKTREE CAPITAL MANAGEMENT

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 1021296

$153.2M

disclosed book value

44

positions

14.9%

largest position share

Positions, as of 2026-06-30

top 44 of 44 · 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
1IBKRINTERACTIVE BROKERS GROUP IN261,632$22.8M14.9%
2RMNIRIMINI STR INC DEL4.0M$17.1M11.2%
3PARPAR TECHNOLOGY CORP873,990$15.2M9.9%
4PPLIPEOPLE INC314,206$14.5M9.5%
5BFHBREAD FINANCIAL HOLDINGS INC97,526$10.6M6.9%
6BRK/BBERKSHIRE HATHAWAY INC DEL18,788$9.4M6.1%
7EXTREXTREME NETWORKS INC223,636$7.2M4.7%
8QCOMQUALCOMM INC35,686$6.6M4.3%
9RKTROCKET COS INC242,693$3.8M2.5%
10GTLBGITLAB INC124,523$3.8M2.5%
11JNJJOHNSON & JOHNSON14,936$3.8M2.5%
12THRYTHRYV HLDGS INC952,892$3.8M2.5%
13DXCMDEXCOM INC51,061$3.4M2.2%
14FISVFISERV INC66,942$3.3M2.1%
15NOWSERVICENOW INC27,052$2.7M1.8%
16NETCLOUDFLARE INC10,534$2.6M1.7%
17WIX COM LTD54,529$2.5M1.6%
18PFEPFIZER INC101,128$2.4M1.6%
19IYWISHARES TR6,476$1.6M1.1%
20WSTWEST PHARMACEUTICAL SVSC INC4,329$1.6M1%
21EXMOCEXXON MOBIL CORP10,076$1.4M0.9%
22MSFTMICROSOFT CORP3,468$1.3M0.8%
23ABBVABBVIE INC4,945$1.2M0.8%
24GDGENERAL DYNAMICS CORP3,144$1.1M0.7%
25LLYELI LILLY & CO794$952,3470.6%
26SYKSTRYKER CORPORATION2,693$847,8640.6%
27GOOGLALPHABET INC2,000$714,7400.5%
28GOOGALPHABET INC2,000$706,6600.5%
29JPMJPMORGAN CHASE & CO2,000$654,6600.4%
30MCDMCDONALDS CORP2,168$586,0320.4%
31AAPLAPPLE INC1,882$544,5760.4%
32ROPROPER TECHNOLOGIES INC1,523$515,3680.3%
33ABTABBOTT LABORATORIES4,984$452,2480.3%
34BNYBANK OF NY MELLON CORP2,860$413,5850.3%
35PEPPEPSICO INC2,950$399,4300.3%
36CELLEBRITE DI LTD25,783$376,4320.2%
37AMGNAMGEN INC1,000$362,1200.2%
38HDHOME DEPOT INC1,015$357,9700.2%
39KOCOCA COLA CO4,000$325,0800.2%
40EMREMERSON ELEC CO2,000$286,3000.2%
41AMZNAMAZON COM INC1,177$280,5260.2%
42CLCOLGATE PALMOLIVE CO2,850$261,2880.2%
43PGPROCTER & GAMBLE CO1,600$234,6240.2%
44KMBKIMBERLY-CLARK CORP2,000$219,5400.1%

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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