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Funds / Brentview Investment Management LLC
Institutional Fund

Brentview Investment Management LLC

Northfield, ILCIK 20525645 filings on record

Portfolio Value
$231.27M
Q1 2026
Holdings
63
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+4.6%
from $221.16M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Microsoft Corp5.8%
  • Cme Group Inc5.5%
  • Apple Inc5.1%
  • Lam Research Corp4.1%
  • Chevron Corp New3.9%
  • Jpmorgan Chase & Co.3.5%
  • Other72.2%

Portfolio Holdings

63 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Microsoft Corp36.0K$13.33M5.8%+1.4KAdded
2Cme Group Inc42.7K$12.62M5.5%+666Added
3Apple Inc46.5K$11.80M5.1%+1.8KAdded
4Lam Research Corp43.9K$9.38M4.1%+1.6KAdded
5Chevron Corp New43.7K$9.04M3.9%+2.0KAdded
6Jpmorgan Chase & Co.27.3K$8.04M3.5%+1.2KAdded
7Trane Technologies PLC19.3K$8.04M3.5%+912Added
8Morgan Stanley41.8K$6.88M3.0%+1.7KAdded
9Johnson & Johnson27.7K$6.78M2.9%+1.1KAdded
10Philip Morris Intl Inc40.5K$6.70M2.9%+1.9KAdded

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