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Bruni J V & Co /Co - Q1 2026 13F Filings

BR

Bruni J V & Co /Co

CIK: 0001078841
Address: Colorado Colorado Springs 1528 N. Tejon St
$957.76 M
Portfolio Value
31
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

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)

Bruni J V & Co /Co Q1 2026 Filing Summary

Bruni J V & Co /Co filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 957.76 M reflecting a -5.96% change from the prior quarter, spanning 31 assets. The top 10 holdings comprised 58.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Bruni J V & Co /Co’s Q1 2026 Filing

Bruni J V & Co /Co submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bruni J V & Co /Co reported a managed portfolio value of 957.76 M, consisting of 31 individual positions.

This page displays the raw filing documents. To see which stocks Bruni J V & Co /Co bought or sold during Q1 2026, please visit Bruni J V & Co /Co's Portfolio Analysis page.