Brentview Investment Management LLC

13F filer · CIK 0002052564

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$253MU.S. long equity reported on 13F

Positions481 new · 1 closed

Net flow last quarter+$7MBuys minus sells

Top 10 positions weight42.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202648 positions
LRCXLam Research Corp	$16.7M	6.60%	0.00%	-12.3%	Q4 2024
MSFTMicrosoft Corp	$14M	5.53%	0.00%	+4.0%	Q4 2024
AAPLApple Inc.	$13.8M	5.45%	0.00%	+2.5%	Q4 2024
GOOGLAlphabet Inc.	$10.9M	4.30%	0.00%	+33.9%	Q3 2025
TTTrane Technologies plc	$9.68M	3.83%	0.01%	+2.2%	Q4 2024
CMECme Group Inc.	$9.55M	3.78%	0.01%	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$9.23M	3.65%	0.00%	+3.1%	Q4 2024
AVGOBroadcom Inc.	$7.64M	3.02%	0.00%	+2.7%	Q4 2024
PMPhilip Morris International Inc.	$7.52M	2.97%	0.00%	+2.5%	Q4 2024
CVXChevron Corp	$7.42M	2.93%	0.00%	+2.4%	Q4 2024
MSMorgan Stanley	$7.3M	2.89%	0.00%	-16.5%	Q4 2024
JNJJohnson & Johnson	$7.28M	2.88%	0.00%	+3.4%	Q4 2024
LINLinde PLC	$7.17M	2.84%	0.00%	+2.6%	Q4 2024
LLYELI LILLY & Co	$7.08M	2.80%	0.00%	+3.3%	Q4 2024
TRGPTarga Resources Corp.	$6.55M	2.59%	0.01%	+5.1%	Q1 2026
NEENextera Energy Inc	$6.42M	2.54%	0.00%	+2.9%	Q4 2024
PHParker-Hannifin Corp	$6.39M	2.53%	0.01%	+2.6%	Q4 2024
MLIMueller Industries Inc	$6.17M	2.44%	0.02%	+2.7%	Q2 2025
UNPUnion Pacific Corp	$6.1M	2.42%	0.00%	+2.8%	Q4 2024
TJXTJX Companies Inc	$6.08M	2.41%	0.00%	+2.9%	Q4 2024
WECWec Energy Group, Inc.	$5.9M	2.33%	0.02%	+2.8%	Q4 2024
VVisa Inc.	$5.82M	2.30%	0.00%	+3.0%	Q4 2024
GSKGSK plc	$5.6M	2.22%	0.00%	+36.1%	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.54M	2.19%	0.00%	New	Q2 2026
WMWaste Management Inc	$5.45M	2.16%	0.01%	+2.8%	Q1 2025
WELLWelltower Inc.	$5.24M	2.07%	0.00%	+2.8%	Q4 2025
LOWLowes Companies Inc	$5.16M	2.04%	0.00%	+3.0%	Q4 2024
COSTCostco Wholesale Corp	$4.91M	1.94%	0.00%	-4.3%	Q4 2024
MCKMckesson Corp	$4.72M	1.87%	0.01%	+3.5%	Q4 2024
CEGConstellation Energy Corp	$4.22M	1.67%	0.00%	+2.0%	Q4 2024
CRHCRH Public Ltd Co	$4.11M	1.63%	0.01%	+2.7%	Q4 2024
BLKBlackRock, Inc.	$4M	1.58%	0.00%	+2.9%	Q4 2024
CBOECboe Global Markets, Inc.	$3.88M	1.54%	0.02%	-4.6%	Q4 2024
PEPPepsico Inc	$3.46M	1.37%	0.00%	+2.6%	Q4 2024
ORealty Income Corp	$3.4M	1.34%	0.01%	+2.7%	Q4 2024
TMUST-Mobile US, Inc.	$3.28M	1.30%	0.00%	-13.4%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$3.27M	1.30%	0.00%	+2.7%	Q4 2024
SAPSap SE	$116K	0.05%	0.00%	Not reported	Q4 2024
LYGLloyds Banking Group plc	$111K	0.04%	0.00%	-28.5%	Q4 2024
TDToronto Dominion Bank	$81.5K	0.03%	0.00%	Not reported	Q1 2025
NVONovo Nordisk A S	$75.7K	0.03%	Not reported	-32.4%	Q4 2024
IXOrix Corp	$67K	0.03%	0.00%	Not reported	Q1 2025
TTETotalEnergies SE	$53.9K	0.02%	0.00%	Not reported	Q1 2025
ENBEnbridge Inc	$50K	0.02%	0.00%	Not reported	Q1 2025
SNYSanofi	$32.6K	0.01%	0.00%	Not reported	Q1 2025
ULUnilever PLC	$29.5K	0.01%	0.00%	Not reported	Q1 2025
AMCRAmcor plc	$27.5K	0.01%	0.00%	Not reported	Q1 2025
SNNSmith & Nephew PLC	$20.2K	0.01%	0.00%	Not reported	Q1 2025
Q1 2026Reported May 14, 202648 positions
MSFTMicrosoft Corp	$13.3M	5.76%	0.00%	+4.1%	Q4 2024
CMECme Group Inc.	$12.6M	5.46%	0.01%	+1.6%	Q4 2024
AAPLApple Inc.	$11.8M	5.10%	0.00%	+4.1%	Q4 2024
LRCXLam Research Corp	$9.38M	4.06%	0.00%	+3.9%	Q4 2024
CVXChevron Corp	$9.04M	3.91%	0.00%	+4.8%	Q4 2024
JPMJPMorgan Chase & Co	$8.04M	3.48%	0.00%	+4.6%	Q4 2024
TTTrane Technologies plc	$8.04M	3.47%	0.01%	+5.0%	Q4 2024
MSMorgan Stanley	$6.88M	2.97%	0.00%	+4.3%	Q4 2024
JNJJohnson & Johnson	$6.78M	2.93%	0.00%	+4.3%	Q4 2024
PMPhilip Morris International Inc.	$6.7M	2.90%	0.00%	+4.9%	Q4 2024
LINLinde PLC	$6.68M	2.89%	0.00%	+4.1%	Q4 2024
NEENextera Energy Inc	$6.61M	2.86%	0.00%	+3.9%	Q4 2024
GOOGLAlphabet Inc.	$6.54M	2.83%	0.00%	+4.1%	Q3 2025
TJXTJX Companies Inc	$6.23M	2.69%	0.00%	+4.3%	Q4 2024
AVGOBroadcom Inc.	$6.1M	2.64%	0.00%	+4.1%	Q4 2024
TRGPTarga Resources Corp.	$5.82M	2.52%	0.01%	New	Q1 2026
PHParker-Hannifin Corp	$5.7M	2.47%	0.01%	+4.5%	Q4 2024
WECWec Energy Group, Inc.	$5.69M	2.46%	0.02%	+4.2%	Q4 2024
COSTCostco Wholesale Corp	$5.46M	2.36%	0.00%	+4.1%	Q4 2024
WMWaste Management Inc	$5.46M	2.36%	0.01%	+4.1%	Q1 2025
MLIMueller Industries Inc	$5.41M	2.34%	0.04%	+22.3%	Q2 2025
LOWLowes Companies Inc	$5.36M	2.32%	0.00%	+4.4%	Q4 2024
UNPUnion Pacific Corp	$5.3M	2.29%	0.00%	+4.3%	Q4 2024
LLYELI LILLY & Co	$5.26M	2.27%	0.00%	+2.6%	Q4 2024
MCKMckesson Corp	$5.22M	2.26%	0.00%	+4.1%	Q4 2024
VVisa Inc.	$4.98M	2.15%	0.00%	+4.2%	Q4 2024
TMUST-Mobile US, Inc.	$4.74M	2.05%	0.00%	+3.9%	Q4 2024
CBOECboe Global Markets, Inc.	$4.71M	2.04%	0.02%	Not reported	Q4 2024
CEGConstellation Energy Corp	$4.65M	2.01%	0.00%	+6.5%	Q4 2024
WELLWelltower Inc.	$4.44M	1.92%	0.00%	+5.5%	Q4 2025
GSKGSK plc	$4.33M	1.87%	0.00%	New	Q1 2026
CRHCRH Public Ltd Co	$3.93M	1.70%	0.01%	-20.2%	Q4 2024
BLKBlackRock, Inc.	$3.89M	1.68%	0.00%	+4.7%	Q4 2024
PEPPepsico Inc	$3.86M	1.67%	0.00%	+5.5%	Q4 2024
MDTMedtronic plc	$3.7M	1.60%	0.00%	+4.0%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$3.32M	1.43%	0.00%	+4.2%	Q4 2024
ORealty Income Corp	$3.27M	1.41%	0.01%	+5.6%	Q4 2024
LYGLloyds Banking Group plc	$135K	0.06%	0.00%	Not reported	Q4 2024
SAPSap SE	$129K	0.06%	0.00%	Not reported	Q4 2024
NVONovo Nordisk A S	$85.8K	0.04%	Not reported	Not reported	Q4 2024
TTETotalEnergies SE	$63K	0.03%	0.00%	Not reported	Q1 2025
TDToronto Dominion Bank	$62.6K	0.03%	0.00%	Not reported	Q1 2025
IXOrix Corp	$52.8K	0.02%	0.00%	Not reported	Q1 2025
ENBEnbridge Inc	$50K	0.02%	0.00%	Not reported	Q1 2025
SNYSanofi	$36.8K	0.02%	0.00%	Not reported	Q1 2025
ULUnilever PLC	$28K	0.01%	0.00%	Not reported	Q1 2025
AMCRAmcor plc	$25.2K	0.01%	0.00%	0.0%	Q1 2025
SNNSmith & Nephew PLC	$22.2K	0.01%	0.00%	Not reported	Q1 2025
Q4 2025Reported Feb 10, 202651 positions
MSFTMicrosoft Corp	$16.7M	7.57%	0.00%	+0.4%	Q4 2024
AAPLApple Inc.	$12.1M	5.49%	0.00%	-0.1%	Q4 2024
CMECme Group Inc.	$11.5M	5.19%	0.01%	+0.2%	Q4 2024
JPMJPMorgan Chase & Co	$8.42M	3.81%	0.00%	+1.0%	Q4 2024
LRCXLam Research Corp	$7.24M	3.27%	0.00%	+0.2%	Q4 2024
TTTrane Technologies plc	$7.15M	3.23%	0.01%	+0.4%	Q4 2024
MSMorgan Stanley	$7.11M	3.22%	0.00%	+0.6%	Q4 2024
GOOGLAlphabet Inc.	$6.84M	3.09%	0.00%	+1.9%	Q3 2025
AVGOBroadcom Inc.	$6.55M	2.96%	0.00%	+2.1%	Q4 2024
CVXChevron Corp	$6.35M	2.87%	0.00%	+0.3%	Q4 2024
PMPhilip Morris International Inc.	$6.2M	2.80%	0.00%	+0.9%	Q4 2024
LLYELI LILLY & Co	$5.99M	2.71%	0.00%	+0.5%	Q4 2024
CRHCRH Public Ltd Co	$5.85M	2.65%	0.01%	+0.7%	Q4 2024
TJXTJX Companies Inc	$5.75M	2.60%	0.00%	+0.7%	Q4 2024
VVisa Inc.	$5.54M	2.51%	0.00%	+0.5%	Q4 2024
CEGConstellation Energy Corp	$5.52M	2.50%	0.01%	+0.9%	Q4 2024
LINLinde PLC	$5.52M	2.50%	0.00%	+0.5%	Q4 2024
JNJJohnson & Johnson	$5.5M	2.49%	0.00%	+1.3%	Q4 2024
NEENextera Energy Inc	$5.5M	2.49%	0.00%	+0.6%	Q4 2024
PHParker-Hannifin Corp	$5.36M	2.42%	0.00%	+0.8%	Q4 2024
LOWLowes Companies Inc	$5.24M	2.37%	0.00%	+0.4%	Q4 2024
WMWaste Management Inc	$5.02M	2.27%	0.01%	+0.4%	Q1 2025
WECWec Energy Group, Inc.	$4.97M	2.25%	0.01%	+36.0%	Q4 2024
UNPUnion Pacific Corp	$4.84M	2.19%	0.00%	+29.1%	Q4 2024
MCKMckesson Corp	$4.75M	2.15%	0.00%	+1.2%	Q4 2024
MLIMueller Industries Inc	$4.58M	2.07%	0.02%	+0.8%	Q2 2025
COSTCostco Wholesale Corp	$4.54M	2.05%	0.00%	+0.3%	Q4 2024
TMUST-Mobile US, Inc.	$4.41M	1.99%	0.00%	+0.2%	Q4 2024
ORCLOracle Corp	$4.23M	1.91%	0.00%	-28.9%	Q4 2024
CBOECboe Global Markets, Inc.	$4.21M	1.90%	0.02%	Not reported	Q4 2024
BLKBlackRock, Inc.	$4.13M	1.87%	0.00%	+0.4%	Q4 2024
WELLWelltower Inc.	$3.95M	1.79%	0.00%	New	Q4 2025
MDTMedtronic plc	$3.94M	1.78%	0.00%	+0.5%	Q4 2024
UNHUnitedhealth Group Inc	$3.83M	1.73%	0.00%	-0.7%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$3.41M	1.54%	0.00%	+0.3%	Q4 2024
PEPPepsico Inc	$3.39M	1.53%	0.00%	-0.4%	Q4 2024
ORealty Income Corp	$2.85M	1.29%	0.01%	-0.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$226K	0.10%	Not reported	New	Q4 2025
SAPSap SE	$183K	0.08%	0.00%	Not reported	Q4 2024
LYGLloyds Banking Group plc	$142K	0.06%	0.00%	Not reported	Q4 2024
NVONovo Nordisk A S	$119K	0.05%	Not reported	Not reported	Q4 2024
TDToronto Dominion Bank	$63.2K	0.03%	0.00%	Not reported	Q1 2025
IXOrix Corp	$51.4K	0.02%	0.00%	Not reported	Q1 2025
ENBEnbridge Inc	$44.1K	0.02%	0.00%	Not reported	Q1 2025
SNYSanofi	$37K	0.02%	0.00%	Not reported	Q1 2025
ULUnilever PLC	$32.1K	0.01%	0.00%	0.0%	Q1 2025
AMCRAmcor plc	$26.5K	0.01%	0.00%	Not reported	Q1 2025
SNNSmith & Nephew PLC	$23K	0.01%	0.00%	Not reported	Q1 2025
CRBGCorebridge Financial, Inc.	$9.65K	0.00%	0.00%	-99.7%	Q4 2024
EXRExtra Space Storage Inc.	$7.29K	0.00%	0.00%	-99.7%	Q4 2024

Q3 2025Reported Nov 13, 202550 positions
MSFTMicrosoft Corp	$17.9M	8.13%	0.00%	+3.8%	Q4 2024
AAPLApple Inc.	$11.4M	5.19%	0.00%	+4.0%	Q4 2024
CMECme Group Inc.	$11.3M	5.17%	0.01%	+1.4%	Q4 2024
ORCLOracle Corp	$8.58M	3.91%	0.00%	+4.4%	Q4 2024
JPMJPMorgan Chase & Co	$8.16M	3.72%	0.00%	+3.8%	Q4 2024
TTTrane Technologies plc	$7.72M	3.52%	0.01%	+5.1%	Q4 2024
CVXChevron Corp	$6.45M	2.94%	0.00%	+3.4%	Q4 2024
MSMorgan Stanley	$6.33M	2.88%	0.00%	+3.5%	Q4 2024
PMPhilip Morris International Inc.	$6.21M	2.83%	0.00%	+4.6%	Q4 2024
LINLinde PLC	$6.12M	2.79%	0.00%	+3.3%	Q4 2024
AVGOBroadcom Inc.	$6.12M	2.79%	0.00%	-18.4%	Q4 2024
LRCXLam Research Corp	$5.65M	2.57%	0.00%	-12.9%	Q4 2024
CRHCRH Public Ltd Co	$5.59M	2.55%	0.01%	+3.4%	Q4 2024
LOWLowes Companies Inc	$5.44M	2.48%	0.00%	+3.7%	Q4 2024
TJXTJX Companies Inc	$5.37M	2.45%	0.00%	+3.6%	Q4 2024
VVisa Inc.	$5.37M	2.45%	0.00%	+3.6%	Q4 2024
GOOGLAlphabet Inc.	$5.21M	2.37%	0.00%	New	Q3 2025
TMUST-Mobile US, Inc.	$5.19M	2.37%	0.00%	+3.9%	Q4 2024
NEENextera Energy Inc	$5.14M	2.34%	0.00%	+4.3%	Q4 2024
CEGConstellation Energy Corp	$5.1M	2.32%	0.01%	+3.5%	Q4 2024
WMWaste Management Inc	$5.02M	2.29%	0.01%	+5.0%	Q1 2025
JNJJohnson & Johnson	$4.87M	2.22%	0.00%	+25.5%	Q4 2024
COSTCostco Wholesale Corp	$4.86M	2.22%	0.00%	+3.6%	Q4 2024
PHParker-Hannifin Corp	$4.59M	2.09%	0.00%	+5.4%	Q4 2024
BLKBlackRock, Inc.	$4.48M	2.04%	0.00%	+3.7%	Q4 2024
MCKMckesson Corp	$4.42M	2.01%	0.00%	+4.0%	Q4 2024
LLYELI LILLY & Co	$4.23M	1.93%	0.00%	+3.2%	Q4 2024
CBOECboe Global Markets, Inc.	$4.11M	1.87%	0.02%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$4.03M	1.84%	0.00%	+3.8%	Q4 2024
MLIMueller Industries Inc	$4M	1.82%	0.04%	+5.2%	Q2 2025
WECWec Energy Group, Inc.	$3.97M	1.81%	0.01%	+3.6%	Q4 2024
MDTMedtronic plc	$3.89M	1.77%	0.00%	+3.3%	Q4 2024
UNPUnion Pacific Corp	$3.83M	1.75%	0.00%	+3.5%	Q4 2024
CRBGCorebridge Financial, Inc.	$3.74M	1.70%	0.02%	+4.3%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$3.69M	1.68%	0.00%	+3.4%	Q4 2024
PEPPepsico Inc	$3.33M	1.52%	0.00%	+3.6%	Q4 2024
ORealty Income Corp	$3.08M	1.40%	0.01%	+3.6%	Q4 2024
EXRExtra Space Storage Inc.	$2.88M	1.31%	0.01%	+3.5%	Q4 2024
SAPSap SE	$202K	0.09%	0.00%	Not reported	Q4 2024
NVONovo Nordisk A S	$130K	0.06%	Not reported	Not reported	Q4 2024
LYGLloyds Banking Group plc	$121K	0.06%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$56.4K	0.03%	Not reported	Not reported	Q1 2025
TDToronto Dominion Bank	$53.6K	0.02%	0.00%	Not reported	Q1 2025
ENBEnbridge Inc	$46.6K	0.02%	0.00%	Not reported	Q1 2025
IXOrix Corp	$46K	0.02%	0.00%	Not reported	Q1 2025
TTETotalEnergies SE	$41.4K	0.02%	0.00%	Not reported	Q1 2025
SNYSanofi	$36K	0.02%	0.00%	Not reported	Q1 2025
ULUnilever PLC	$32.8K	0.01%	0.00%	Not reported	Q1 2025
AMCRAmcor plc	$26K	0.01%	0.00%	Not reported	Q1 2025
SNNSmith & Nephew PLC	$25.4K	0.01%	0.00%	Not reported	Q1 2025

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