Titelia

Holdings of Bramshill Income Performance Fund

Advisor Managed Portfolios · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 159M $ in equities, 14.6 %
Positions
13 in 1 countries
Bond lines
44 from 32 companies
Top ten
13.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1JPMorgan Ultra-Short Income ETF 958,21648.5M $4.44 %
2Vanguard Ultra Short Bond ETF 456,99022.8M $2.08 %
3State Street SPDR Portfolio Long Term Corporate Bond ETF 985,58421.9M $2.01 %
4PIMCO Municipal Income Fund II 1,465,00711.1M $1.02 %
5State Street Blackstone Senior Loan ETF 268,96910.8M $0.99 %
6PIMCO Enhanced Short Maturity 106,31010.7M $0.98 %
7Invesco Preferred ETF 792,1058.6M $0.79 %
8iShares 0-5 Year Investment Gr 130,8726.6M $0.61 %
9Equable Shares Hedged Equity E 209,5236.1M $0.56 %
10Invesco Senior Income Trust 1,330,9344.3M $0.39 %
11VanEck ETF Trust 223,8273.9M $0.36 %
12Vanguard Scottsdale Funds 41,5193.1M $0.28 %
13NUVEEN QUALITY MUN INCOME FD 63,951735.4K $0.07 %

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The bonds it holds

32 companies, 44 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp229M $2.66 %
2Dominion Energy Inc228.1M $2.57 %
3American Electric Power Co Inc326.3M $2.41 %
4Citigroup Inc124.2M $2.21 %
5Morgan Stanley222.6M $2.07 %
6Rithm Capital Corp120.9M $1.91 %
7Williams Cos Inc/The219.2M $1.76 %
8Southern Co/The118.5M $1.70 %
9Oracle Corp216M $1.47 %
10Ally Financial Inc111.1M $1.02 %
11Goldman Sachs Group Inc/The210.9M $1.00 %
12Duke Energy Corp110.2M $0.94 %
13Wells Fargo & Co29.6M $0.88 %
14Occidental Petroleum Corp49.1M $0.83 %
15Biogen Inc18.4M $0.77 %
16Micron Technology Inc18.1M $0.74 %
17Verizon Communications Inc17.9M $0.72 %
18RTX Corp17.5M $0.69 %
19Nasdaq Inc17.5M $0.68 %
20Starbucks Corp17.2M $0.66 %
21Saudi Arabian Oil Co17.2M $0.66 %
22Kinder Morgan, Inc.16.3M $0.58 %
23Arch Capital Group Ltd16M $0.55 %
24Valero Energy Corp15.8M $0.53 %
25Energy Transfer LP15M $0.46 %
26American Tower Corp15M $0.46 %
27Alibaba Group Holding Ltd14.5M $0.41 %
28Enbridge Inc14.3M $0.39 %
29Barclays PLC13.7M $0.34 %
30Eversource Energy13.6M $0.33 %
31JPMorgan Chase & Co13.5M $0.32 %
32UBS Group AG12.1M $0.19 %

Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States13159M $100.00 %
Cite this page

Titelia. "Holdings of Bramshill Income Performance Fund". https://titelia.com/en/funds/S000082975