Brentview Investment Management LLC - Portfolio overview

Brentview Investment Management LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 5.24%
  2. CME - CME GROUP INC, 4.96%
  3. AAPL - APPLE INC COM, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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