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CIK: 0001078841
Total reported value
$1.1B
$1.1B
31 檔
29.9%
At the close of Q1 2026, Bruni J V & Co /co disclosed equity holdings valued at approximately $1.1B, spread across 31 reported holdings.
In Q1 2026, Bruni J V & Co /co adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BN, AMG, PRIM) accounted for 29.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 8.88% | -0.74% | -0.55% | |
| 2 | AMG | Affiliated Managers Group | Stock-Financials | 7.22% | -0.73% | -0.94% | |
| 3 | PRIM | Primoris Services CORP | Stock-Industrials | 6.53% | -3.08% | -1.32% | |
| 4 | CFG | Citizens Financial Group | Stock-Financials | 6.08% | +0.05% | -0.99% | |
| 5 | RDN | Radian Group Inc | Stock-Financials | 5.49% | -0.07% | +0.33% | |
| 6 | COF | Capital One Financial CORP | Stock-Financials | 5.28% | -0.25% | -1.11% | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 5.21% | -1.07% | -1.94% | |
| 8 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 4.99% | +0.99% | -0.42% | |
| 9 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 4.82% | -3.37% | -0.40% | |
| 10 | AER | AerCap Holdings N.V. | Stock-Industrials | 3.85% | +0.59% | +36.99% | |
| 11 | ALLY | Ally Financial Inc | Stock-Financials | 3.68% | +0.04% | -0.64% | |
| 12 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 3.33% | -0.50% | -2.92% | |
| 13 | DELL | Dell Technologies -c | Stock-Tech | 3.28% | +6.33% | — | |
| 14 | NICE | Nice LTD - Spon Adr | Stock-Tech | 3.22% | -0.92% | +0.53% | |
| 15 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 2.95% | -0.25% | +0.09% | |
| 16 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 2.74% | +0.07% | -1.14% | |
| 17 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.70% | +1.06% | -0.70% | |
| 18 | EQH | Equitable Holdings Inc | Stock-Financials | 2.62% | +0.45% | +0.04% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.60% | -0.53% | +0.39% | |
| 20 | ARCC | Ares Capital CORP | Stock-Financials | 2.41% | -0.27% | +0.13% | |
| 21 | CRBG | Corebridge Financial Inc | Stock-Financials | 2.17% | +0.47% | +114.86% | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 1.94% | +0.44% | -0.39% | |
| 23 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.92% | -0.32% | -0.34% | |
| 24 | MTZ | Mastec Inc | Stock-Industrials | 1.70% | -1.09% | -1.59% | |
| 25 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.27% | -0.16% | -0.68% | |
| 26 | AES | Aes CORP | Stock-Utilities | 1.27% | -1.25% | -62.71% | |
| 27 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.20% | -0.02% | -0.67% | |
| 28 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.52% | -0.01% | -3.50% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 30 | BLDP | Ballard Power Systems Inc | Stock-Other | 0.03% | +0.02% | -0.82% | |
| 31 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 0.03% | — | -2.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRIM | Primoris Services CORP | +1.1% | -1.32% | Trim |
| 2 | KMI | Kinder Morgan, Inc. | +1.1% | -1.94% | Trim |
| 3 | AER | AerCap Holdings N.V. | +1.1% | +36.99% | Add |
| 4 | CRBG | Corebridge Financial Inc | +1% | +114.86% | Add |
| 5 | MTZ | Mastec Inc | +0.6% | -1.59% | Trim |
| 6 | CFG | Citizens Financial Group | +0.5% | -0.99% | Trim |
| 7 | ALSN | Allison Transmission Holding | +0.4% | -0.34% | Trim |
| 8 | TMHC | Taylor Morrison Home CORP | +0.2% | -0.40% | Trim |
| 9 | RHP | Ryman Hospitality Properties | +0.2% | -0.42% | Trim |
| 10 | NICE | Nice LTD - Spon Adr | +0.1% | +0.53% | Add |
| 11 | AMG | Affiliated Managers Group | +0.1% | -0.94% | Trim |
| 12 | CI | THE Cigna Group | +0.1% | -0.39% | Trim |
| 13 | SPG | Simon Property Group Inc | 0% | -3.50% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 15 | BNT | Brookfield Wealth Solutions Ltd. | — | -2.10% | Trim |
| 16 | BLDP | Ballard Power Systems Inc | — | -0.82% | Trim |
| 17 | PAG | Penske Automotive Group Inc | 0% | -1.14% | Trim |
| 18 | RDN | Radian Group Inc | -0.1% | +0.33% | Add |
| 19 | ARCC | Ares Capital CORP | -0.1% | +0.13% | Add |
| 20 | BAM | Brookfield Asset Mgmt-a | -0.2% | -0.68% | Trim |
| 21 | OCSL | Oaktree Specialty Lending Co | -0.2% | +0.09% | Add |
| 22 | NXST | Nexstar Media Group Inc | -0.3% | -2.92% | Trim |
| 23 | IQV | Iqvia Holdings Inc | -0.3% | -0.67% | Trim |
| 24 | ALLY | Ally Financial Inc | -0.4% | -0.64% | Trim |
| 25 | EQH | Equitable Holdings Inc | -0.5% | +0.04% | Add |
| 26 | CHKP | Check Point Software Technologies Ltd. | -0.6% | +0.39% | Add |
| 27 | BN | Brookfield CORP | -0.7% | -0.55% | Trim |
| 28 | RKT | Rocket Cos Inc-class A | -0.8% | -0.70% | Trim |
| 29 | COF | Capital One Financial CORP | -1.4% | -1.11% | Trim |
| 30 | AES | Aes CORP | -2% | -62.71% | Trim |
| 31 | DELL | Dell Technologies -c | — | NEW | New buy |
| 32 | INTC | Intel CORP | — | EXIT | Sold out |
| 33 | WBD | Warner Bros Discovery Inc | — | EXIT | Sold out |
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 31 disclosed positions in Q1 2026.
During Q1 2026, Bruni J V & Co /co's top holdings by market value included BN (8.9%)、AMG (7.2%)、PRIM (6.5%). The largest single position, BN, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DELL
市值: $31.4M
Top Position Liquidated / Trimmed
INTC
前期市值: $22.9M
In Q1 2026, Bruni J V & Co /co made 32 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 21 holdings, and fully liquidating 2 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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