GP Brinson Investments LLC

CIK 1860928 · View on SEC EDGAR ↗

Portfolio value
$244.9M
#5,793 of 9,443 by 13F value · top 61.3%
Positions
14
As of
June 30, 2026

Portfolio value QoQ: +11.1% 13F does not disclose cash

Top 10 holdings weight
99.18%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
4.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $1,190,634 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 82.4% still held

New positions
0
Increased
2
Decreased
0
Closed
1
On this page

Sector breakdown

Technology
5.0%
Financial Services
1.8%
Energy
1.0%
Consumer Discretionary
0.8%
Other/Unmapped
91.5%

Full portfolio 14 positions

Type Streak 8Q trend
VTI $102,072,944 41.67% 275,843 $13,579,751
VEA $55,416,540 22.63% 777,776 $5,576,654
AGG $27,778,737 11.34% 280,650 $-81,389
VWO $22,044,711 9.00% 369,320 $2,605,520 Up ×1
AAPL Apple Inc. - Common Stock $12,153,120 4.96% 42,000 $1,493,940
VWOB Vanguard Emerging Markets Government Bond ETF $9,183,639 3.75% 136,580 $211,699
REET $5,760,234 2.35% 208,553 $1,073,808 Up ×1
OBDC Blue Owl Capital Corporation Common Stock $4,394,187 1.79% 404,249 $-76,807
EPD Enterprise Products Partners L.P. Common Stock $2,422,815 0.99% 65,909 $-71,182
CMG Chipotle Mexican Grill, Inc. Common Stock $1,700,000 0.69% 50,000 $99,500
VCLT Vanguard Long-Term Corporate Bond ETF $994,053 0.41% 13,210 $7,002
IIF Morgan Stanley India Investment Fund, Inc. Common Stock $410,760 0.17% 18,000 $40,320
EWJ $349,763 0.14% 3,750 $33,113
BROS Dutch Bros Inc. Class A Common Stock $251,335 0.10% 3,500 $74,025

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Price move only +0 +$13.6M
VEA Price move only +0 +$5.6M
VWO Bought more +10K +$2.6M
AAPL Price move only +0 +$1.5M
REET Bought more +22K +$1.1M
VWOB Price move only +0 +$212K
CMG Price move only +0 +$100K
AGG Price move only +0 -$81K
OBDC Price move only +0 -$77K
BROS Price move only +0 +$74K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
FSK Dec. 31, 2025 568,422 $8,486,540 -19.6%
ARCC March 31, 2025 102,481 $2,243,309 -10.6%
KREF March 31, 2026 104,706 $860,683 23.0%