Portfolio (Quarterly) Guide ↗

Brentview Investment Management LLC

· CIK 0002052564

13F Portfolio $253M AUM 63 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 31 Added 7 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MDT	MEDTRONIC PLC SHS	Healthcare	42,671	$3.7M	1.60%	SOLD
2	TLT	ISHARES TR 20 YR TRS BD	—	1,000	$87K	0.04%	SOLD

Sector Allocation

Technology 23.4%

Financial Services 17.5%

Industrials 13.7%

Healthcare 10.0%

Utilities 6.7%

Consumer Defensive 6.4%

Communication Services 5.7%

Energy 5.7%

Consumer Cyclical 4.5%

Real Estate 3.5%