Titelia

Holdings of Bretton Capital Management, LLC

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Net assets
-
Positions
18 in 1 countries
Top ten
69.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 57,00016.4M $
2Ross Stores Inc 34,7007.5M $
3TJX Cos Inc/The 47,0007.5M $
4JPMorgan Chase & Co 24,0007.1M $
5American Express Co 23,1007M $
6AutoZone Inc 2,0006.8M $
7Progressive Corp/The 33,4006.6M $
8Bank of America Corp 126,0006.1M $
9UnitedHealth Group Inc 21,7005.9M $
10Mastercard Inc 10,9805.5M $
11Visa Inc 17,8005.4M $
12Microsoft Corp 14,0005.2M $
13NVR Inc 6904.5M $
14Eagle Materials Inc 23,1004.4M $
15S&P Global Inc 9,3004M $
16Moody's Corp 8,3003.6M $
17Berkshire Hathaway Inc 7,5003.6M $
18Dream Finders Homes Inc 170,5002.4M $

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Sector breakdown

  • Financials 44.7 %
  • Consumer discretionary 24.1 %
  • Communication 15.0 %
  • Health care 5.4 %
  • Technology 4.7 %
  • Unattributed 6.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States18109.3M $100.00 %
Cite this page

Titelia. "Holdings of Bretton Capital Management, LLC". https://titelia.com/en/funds/US13F2043671