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Portfolio (Quarterly) Guide ↗

GP Brinson Investments LLC

· CIK 0001860928
13F Portfolio $245M AUM 14 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Added
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VWO VANGUARD INTL EQUITY INDEX F 369,320.0 $22.0M 9.00% +10K +2.7% $59.69 +2.9%
2 REET ISHARES TR 208,553.0 $5.8M 2.35% +22K +11.9% $27.62 -0.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 83.7%
Consumer Cyclical 13.4%
Financial Services 2.8%