Bramshill Investments, LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$1.2B
Holdings
169
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUSB
Vanguard Ultra Short Bond ETF
Q4 2025: Exited (was 2.50M shares)
13.3%
02
$NEAR
iShares Short Duration Bond Ac
Q4 2025: Exited (was 2.51M shares)
10.5%
03
$PGX
Invesco Preferred ETF
Held since at least Q1 2024
9.6%
04
$GSY
Invesco Ultra Short Duration E
Q4 2025: Exited (was 826.5k shares)
8.6%
05
$MINT
PIMCO Enhanced Short Maturity
Q4 2025: Exited (was 933.1k shares)
7.9%
06
$SHYG
iShares 0-5 Year High Yield Co
Q4 2025: Exited (was 8.69M shares)
7.6%
07
$JPST
JPMorgan Ultra-Short Income ET
Q4 2025: Exited (was 780.8k shares)
5.6%
08
$PML
PIMCO Municipal Income Fund II
Q4 2025: Exited (was 2.61M shares)
4.9%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 10.3% (2.08M → 1.87M shares)
4.3%
10
$SLQD
iShares 0-5 Year Investment Gr
Q4 2025: Exited (was 967.3k shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.