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Bruni J V & Co /Co 13F Filings, Portfolio & Analysis

CIK: 0001078841
Colorado Springs 1528 N. Tejon St
Zip Code: 80907
Latest Portfolio Value
$957.76 M
-5.96%
Total Holdings
31
-1
Latest Report Date
Q1 2026
Top 10 Concentration
58.35%

Bruni J V & Co /Co — Portfolio Overview & Company Profile

Bruni J V & Co /Co (CIK: 0001078841) is a financial institution headquartered at 1528 N. Tejon St, , Colorado Springs, Colorado 80907. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $957.76 M, comprising 31 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 58.4%. Quarterly turnover: 5.1%. ▲ 1 new, +8 added, −21 reduced, ×2 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-5.96%
$957.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
2.1 M $85.09 M 8.88% ▼ 11,565 Reduce -0.6%
249,765 $69.11 M 7.22% ▼ 2,382 Reduce -0.9%
437,022 $62.51 M 6.53% ▼ 5,825 Reduce -1.3%
971,020 $58.23 M 6.08% ▼ 9,676 Reduce -1.0%
1.59 M $52.57 M 5.49% ▲ 5,281 Add 0.3%
277,239 $50.58 M 5.28% ▼ 3,105 Reduce -1.1%
1.49 M $49.89 M 5.21% ▼ 29,419 Reduce -1.9%
517,533 $47.75 M 4.99% ▼ 2,180 Reduce -0.4%
793,011 $46.18 M 4.82% ▼ 3,194 Reduce -0.4%
268,965 $36.9 M 3.85% ▲ 72,624 Add 37.0%

Historical Portfolio Charts