Brentview Investment Management LLC — 13F holdings

Brentview Investment Management LLC reported 63 holdings worth $253M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. LRCX LAM RESEARCH CORP — $16.7M (6.6%)
2. MSFT MICROSOFT CORP — $14.0M (5.5%)
3. AAPL APPLE INC — $13.8M (5.5%)
4. GOOGL ALPHABET INC — $10.9M (4.3%)
5. TT TRANE TECHNOLOGIES PLC — $9.68M (3.8%)
6. CME CME GROUP INC — $9.55M (3.8%)
7. JPM JPMorgan Chase & Co. — $9.23M (3.7%)
8. AVGO BROADCOM INC — $7.64M (3.0%)
9. PM PHILIP MORRIS INTL INC — $7.52M (3.0%)
10. CVX CHEVRON CORP NEW — $7.42M (2.9%)