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Bruni J V & Co. /co

CIK:0001078841
Investment Adviser
$865M AUM
32 holdings
Colorado Springs, CO, United States
Founded:1992
5 employees
Latest filing:Jun 30, 2025

J.V. Bruni and Company is an investment management firm headquartered in Colorado Springs, Colorado. Founded in 1992 by Jerome V. Bruni, the firm is registered with the SEC and is the largest independent money management firm in southern Colorado. They provide discretionary, personalized investment advisory services on a fee-only basis for individuals, retirement plans, trusts, corporations, and nonprofit organizations, with clients in Colorado and over 30 other states. The firm employs 5 financial advisors and primarily serves individual and institutional clients.

Investment Strategy

J.V. Bruni and Company employs a fundamental, research-driven approach to portfolio management, focusing on developing their own evaluations of current and projected future values for investments. Their strategy is powered by thorough proprietary research and an economics-based analysis, ensuring investments are made where prices do not fully reflect long-term value. The firm uses discretionary management to construct and tailor portfolios according to client objectives, often seeking to buy undervalued assets and sell investments when their price exceeds value projections. The firm’s philosophy emphasizes rigorous analysis, risk assessment, and long-term growth.

Top Buys
C
COFCapital One Finl Corp
+$60.6M
A
AERAercap Holdings NV
+$13.9M
B
BNBrookfield Corp
+$12.7M
P
PRIMPrimoris Svcs Corp
+$11.3M
A
AMGAffiliated Managers Group Inc
+$7.8M
Top Sells
D
DFSDiscover Finl Svcs
-$48.1M
M
MTZMasTec Inc
-$3.0M
N
NXSTNexstar Media Group Inc
-$1.2M
I
IQVIqvia Hldgs Inc
-$1.2M
C
CHKPCheck Point Software Tech Lt
-$874.8K

Top Holdings

B
BNBrookfield Corp
+9.4%$89.2M
C
COFCapital One Finl Corp
+6.4%$60.6M
A
AMGAffiliated Managers Group Inc
+6.1%$57.8M
R
RDNRadian Group Inc
+6.0%$57.2M
R
RHPRyman Hospitality Pptys Inc
+5.4%$51.5M

Equity Positions (32)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BN
Brookfield Corp9.39%$89.2M1,442,583$31.53$61.85+$12.7M
C
COF
Capital One Finl Corp6.38%$60.6M284,764$212.76$212.76+$60.6M
A
AMG
Affiliated Managers Group Inc6.08%$57.8M293,735$120.29$196.77+$7.8M
R
RDN
Radian Group Inc6.02%$57.2M1,587,336$9.97$36.02+$4.0M
R
RHP
Ryman Hospitality Pptys Inc5.42%$51.5M521,810$51.74$98.67+$5.0M

Industry Allocation

OPEATORS OF NONRESIDENTIAL BUILDINGS
+11.0%
STATE COMMERCIAL BANKS
+8.4%
INVESTMENT ADVICE
+7.7%
SERVICES-PREPACKAGED SOFTWARE
+7.3%
NATIONAL COMMERCIAL BANKS
+6.4%