account_balance
Investment manager · 13F filer · SEC CIK 1966057
Broyhill Asset Management, LLC
Reported value$85.2Mas of Sep 30, 2026
Positions57 0 new, 20 sold out
Top 10 weight57.1%SHY alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHYiShares Tr
11.4%Trimmed −28%
IQVIQVIA Holdings Inc.
6.9%Trimmed −28%
TMOThermo Fisher Scientific Inc.
6.1%Trimmed −9%
VVVValvoline Inc
5.6%Added +15%
MSFTMicrosoft Corp
5.5%Trimmed −3%
SHCSotera Health Co
5.5%Trimmed −14%
PMPhilip Morris International Inc.
4.9%Trimmed −12%
KOFCoca Cola Femsa SAB de CV
4.7%Trimmed −11%
LQDiShares Tr
3.7%Trimmed −11%
DLTRDollar Tree, Inc.
3.0%Trimmed −27%
BBNBlackRock Taxable Municipal Bond Trust
2.5%
GOOGAlphabet Inc.
2.5%Added +54%
SHYiShares Tr
11.4%Trimmed −28%
IQVIQVIA Holdings Inc.
6.9%−28%
TMOThermo Fisher Scientific Inc.
6.1%−9%
VVVValvoline Inc
5.6%+15%
MSFTMicrosoft Corp
5.5%−3%
SHCSotera Health Co
5.5%
PMPhilip Morris International Inc.
4.9%
KOFCoca Cola Femsa SAB de CV
4.7%
LQDiShares Tr
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHY iShares Tr 11.4% Trimmed −28%
IQV IQVIA Holdings Inc. 6.9% Trimmed −28%TMO Thermo Fisher Scientific Inc. 6.1% Trimmed −9%VVV Valvoline Inc 5.6% Added +15%MSFT Microsoft Corp 5.5% Trimmed −3%SHC Sotera Health Co 5.5% Trimmed −14%PM Philip Morris International Inc. 4.9% Trimmed −12%KOF Coca Cola Femsa SAB de CV 4.7% Trimmed −11%LQD iShares Tr 3.7% Trimmed −11%
DLTR Dollar Tree, Inc. 3.0% Trimmed −27%BBN BlackRock Taxable Municipal Bond Trust 2.5% HeldGOOG Alphabet Inc. 2.5% Added +54%What changed
Biggest moves since Jun 30, 2026
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