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CIK: 0001078841
Total reported value
$1.1B
$1.1B
32 檔
28.9%
In Q2 2025, Bruni J V & Co /co's U.S. equity holdings reached a combined market value of $1.1B, distributed across 32 disclosed stock positions.
During Q2 2025, Bruni J V & Co /co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BN, COF, AMG) accounted for 28.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 9.39% | -0.74% | -1.21% | |
| 2 | COF | Capital One Financial CORP | Stock-Financials | 6.38% | -0.25% | — | |
| 3 | AMG | Affiliated Managers Group | Stock-Financials | 6.08% | -0.73% | -1.30% | |
| 4 | RDN | Radian Group Inc | Stock-Financials | 6.02% | -0.07% | -1.30% | |
| 5 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 5.42% | +0.99% | +2.68% | |
| 6 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 5.20% | -3.37% | -0.41% | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 5.06% | -1.07% | -1.91% | |
| 8 | CFG | Citizens Financial Group | Stock-Financials | 4.70% | +0.05% | +4.10% | |
| 9 | PRIM | Primoris Services CORP | Stock-Industrials | 4.53% | -3.08% | -0.15% | |
| 10 | NICE | Nice LTD - Spon Adr | Stock-Tech | 4.01% | -0.92% | +4.77% | |
| 11 | EQH | Equitable Holdings Inc | Stock-Financials | 3.98% | +0.45% | +7.21% | |
| 12 | ALLY | Ally Financial Inc | Stock-Financials | 3.73% | +0.04% | +0.05% | |
| 13 | CI | THE Cigna Group | Stock-Healthcare | 3.72% | +0.44% | -0.06% | |
| 14 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 3.51% | -0.50% | -0.04% | |
| 15 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 3.32% | +0.07% | -0.44% | |
| 16 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 3.25% | -0.53% | +0.17% | |
| 17 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 3.18% | -0.25% | +14.29% | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 3.04% | -0.27% | -1.75% | |
| 19 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.77% | +1.06% | +0.48% | |
| 20 | AES | Aes CORP | Stock-Utilities | 2.56% | -1.25% | +14.72% | |
| 21 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.66% | -0.16% | -1.14% | |
| 22 | INTC | Intel CORP | Stock-Tech | 1.51% | — | -0.12% | |
| 23 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.47% | +0.59% | — | |
| 24 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.39% | — | +0.18% | |
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 1.14% | — | -36.00% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.13% | -0.02% | +0.52% | |
| 27 | MTZ | Mastec Inc | Stock-Industrials | 0.97% | -1.09% | -48.26% | |
| 28 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.49% | -0.01% | -1.73% | |
| 29 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 0.16% | — | -0.44% | |
| 30 | BLDP | Ballard Power Systems Inc | Stock-Other | 0.10% | +0.02% | -0.45% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | -1.69% | |
| 32 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 0.05% | — | -19.33% |
According to official SEC Form 13F filings, Bruni J V & Co /co reported a total U.S. public equity portfolio value of $1.1B across 32 disclosed positions in Q2 2025.
During Q2 2025, Bruni J V & Co /co's top holdings by market value included BN (9.4%)、COF (6.4%)、AMG (6.1%). The largest single position, BN, represented 9.4% of total portfolio value.
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In Q2 2025, Bruni J V & Co /co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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