Brentview Investment Management LLC
Brentview Investment Management LLC is a registered investment adviser headquartered in Northfield, Illinois. Founded in 2018, the firm primarily serves high net worth individuals, charitable organizations, pension and profit sharing plans, other investment advisers, and various institutions. With 7 employees, Brentview specializes in providing personalized portfolio management and investment advisory services, leveraging deep research and a disciplined approach to meet client objectives.
Investment Strategy
Brentview Investment Management LLC employs a disciplined, research-driven investment strategy with a focus on long-term capital appreciation. The firm constructs diversified portfolios—primarily comprising U.S. equities—using a blend of fundamental analysis and rigorous risk management. Their philosophy centers on understanding each client’s unique needs and risk tolerance, aiming to generate consistent returns while preserving capital. They serve a range of clients including high net worth individuals, charitable organizations, pension plans, and institutional investors.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.34% | $16.5M | 33,223 | $419.49 | $497.41 | +$3.9M |
C CME | CME GROUP INC | 5.76% | $11.4M | 41,402 | $232.90 | $275.62 | +$350.1K |
A AAPL | APPLE INC COM | 4.45% | $8.8M | 42,999 | $249.10 | $205.17 | -$1.8M |
T TT | TRANE TECHNOLOGIES PLC SHS | 3.85% | $7.6M | 17,413 | $367.39 | $437.41 | +$857.8K |
J JPM | J P MORGAN CHASE AND CO | 3.65% | $7.2M | 24,924 | $240.00 | $289.91 | +$1.0M |