Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brentview Investment Management LLC (CIK 2052564) reported $231.3M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($13.3M, 5.76%), CME ($12.6M, 5.46%), AAPL ($11.8M, 5.10%), LRCX ($9.4M, 4.06%), CVX ($9.0M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $13.3M | 5.76% | 36,012 | Added |
| 2 | CME | CME GROUP INC | $12.6M | 5.46% | 42,735 | Added |
| 3 | AAPL | APPLE INC COM | $11.8M | 5.10% | 46,496 | Added |
| 4 | LRCX | LAM RESEARCH CORP COM NEW | $9.4M | 4.06% | 43,910 | Added |
| 5 | CVX | CHEVRON CORPORATION COM | $9.0M | 3.91% | 43,704 | Added |
| 6 | JPM | J P MORGAN CHASE AND CO | $8.0M | 3.48% | 27,330 | Added |
| 7 | TT | TRANE TECHNOLOGIES PLC SHS | $8.0M | 3.47% | 19,284 | Added |
| 8 | MS | MORGAN STANLEY | $6.9M | 2.97% | 41,800 | Added |
| 9 | JNJ | JOHNSON AND JOHNSON | $6.8M | 2.93% | 27,741 | Added |
| 10 | PM | PHILIP MORRIS INTL INC | $6.7M | 2.90% | 40,524 | Added |
| 11 | LIN | LINDE PLC SHS | $6.7M | 2.89% | 13,478 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $6.6M | 2.86% | 71,142 | Added |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $6.5M | 2.83% | 22,728 | Added |
| 14 | TJX | TJX COS INC | $6.2M | 2.69% | 39,023 | Added |
| 15 | AVGO | BROADCOM INC COM | $6.1M | 2.64% | 19,701 | Added |
| 16 | TRGP | TARGA RESOURCES CORP | $5.8M | 2.52% | 23,227 | New |
| 17 | PH | PARKER HANNIFIN CORP | $5.7M | 2.47% | 6,371 | Added |
| 18 | WEC | WEC ENERGY GROUP INC COM | $5.7M | 2.46% | 49,114 | Added |
| 19 | WM | WASTE MGMT INC DEL | $5.5M | 2.36% | 23,768 | Added |
| 20 | COST | COSTCO WHSL CORP | $5.5M | 2.36% | 5,484 | Added |
| 21 | MLI | MUELLER INDS INC | $5.4M | 2.34% | 48,819 | Added |
| 22 | LOW | LOWES COS INC | $5.4M | 2.32% | 22,691 | Added |
| 23 | UNP | UNION PAC CORP | $5.3M | 2.29% | 21,831 | Added |
| 24 | LLY | LILLY ELI AND CO | $5.3M | 2.27% | 5,718 | Added |
| 25 | MCK | MCKESSON CORP | $5.2M | 2.26% | 6,027 | Added |
Source: SEC Form 13F filings · as of 2026-03-31