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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
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LYG LLOYDS TSB GROUP PLC Financial Services 19,108.0 $111K 0.04% -8K -28.5% $5.83 +4.3%
42 XLU SELECT SECTOR SPDR TR SBI INT 2,000.0 $91K 0.04% $45.34 -5.0%
43 TD TORONTO DOMINION BK ONT Financial Services 671.0 $81K 0.03% $121.43 +0.2%
44 ISCV ISHARES TR SMLL VAL INDX 1,000.0 $78K 0.03% $78.32 +3.0%
45 J P MORGAN EXCHANGE TRADED F U 1,500.0 $76K 0.03% $50.57
46 NVO NOVO NORDISK A S ADR Healthcare 1,579.0 $76K 0.03% -755.0 -32.4% $47.94 -2.8%
47 XLE SELECT SECTOR SPDR TR SBI INT 1,400.0 $74K 0.03% $53.11 +20.6%
48 IHI ISHARES TR DJ MED DEVICES 1,500.0 $74K 0.03% $49.41 +8.5%
49 IX ORIX CORP Financial Services 1,760.0 $67K 0.03% $38.04 +5.0%
50 ECH ISHARES MSCI CHILE INDEX FUND 1,500.0 $60K 0.02% $39.70 +2.9%
51 NLR VANECK VECTORS ETF TR URANIUM 500.0 $58K 0.02% $115.98 +3.4%
52 IHF ISHARES TR DJ HEALTH CARE 1,000.0 $55K 0.02% $55.33 +3.8%
53 TOTALENERGIES SE ACT 693.0 $54K 0.02% $77.76
54 IEZ ISHARES TR DJ OIL EQUIP 2,000.0 $54K 0.02% $26.90 +13.6%
55 ENB ENBRIDGE INC Energy 923.0 $50K 0.02% $54.21 -7.6%
56 TOLZ PROSHARES TR DJ BRKFLD GLB 800.0 $47K 0.02% $59.27 -1.1%
57 FTWO EA SERIES TRUST STRIVE FAANG 2 1,000.0 $43K 0.02% $43.24 +11.2%
58 RAAX VANECK REAL ASSETS ETF 1,000.0 $40K 0.02% $39.67 +4.9%
59 SNY SANOFI SPONSORED ADR Healthcare 763.0 $33K 0.01% $42.66 +3.7%
60 Unilever PLC SPONSORED ADR 491.0 $30K 0.01% $60.12
Page 3 of 4  ·  63 positions

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 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%