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GP Brinson Investments Portfolio holdings

AUM $245M
1-Year Est. Return 16.25%
This Fund
S&P 500
This Quarter Est. Return
+1.92%
1 Year Est. Return
+16.25%
3 Year Est. Return
+45.54%
5 Year Est. Return
+35.21%
10 Year Est. Return
AUM
$232M
AUM Growth
-$13.1M
Cap. Flow
-$17.5M
Cap. Flow %
-7.53%
Top 10 Hldgs %
98.78%
Holding
16
New
Increased
1
Reduced
2
Closed
1

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$3.38M

Sector Composition

Rank Sector Weight
1 Technology 4.92%
2 Energy 3.75%
3 Financials 2.16%
4 Consumer Discretionary 0.89%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$92.5M 39.84%
275,843
-8,040
-3% -$2.67M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$48.6M 20.93%
777,776
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$137B
$28M 12.08%
280,650
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$19.3M 8.33%
359,652
AAPL icon
5
Apple
AAPL
$4.54T
$11.4M 4.92%
42,000
VWOB icon
6
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$9.21M 3.97%
136,580
+50,100
+58% +$3.38M
EPD icon
7
Enterprise Products Partners
EPD
$82.3B
$8.7M 3.75%
271,463
-306,466
-53% -$9.69M
OBDC icon
8
Blue Owl Capital
OBDC
$5.34B
$5.02M 2.16%
404,249
REET icon
9
iShares Global REIT ETF
REET
$5.09B
$4.65M 2%
186,339
CMG icon
10
Chipotle Mexican Grill
CMG
$47.2B
$1.85M 0.8%
50,000
VCLT icon
11
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$1M 0.43%
13,210
KREF
12
KKR Real Estate Finance Trust
KREF
$448M
$861K 0.37%
104,706
IIF
13
Morgan Stanley India Investment Fund
IIF
$217M
$450K 0.19%
18,000
EWJ icon
14
iShares MSCI Japan ETF
EWJ
$21.9B
$303K 0.13%
3,750
BROS icon
15
Dutch Bros
BROS
$9.03B
$214K 0.09%
3,500
FSK icon
16
FS KKR Capital
FSK
$2.96B
-568,422
Closed -$8.49M

Similar funds

GP Brinson Investments's Q4 2025 Portfolio in Review

As of Q4 2025, GP Brinson Investments held 16 positions worth $232M, down 5.3% from $245M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

GP Brinson Investments withdrew a net $17.5M in Q4 2025, closing 1 position and reducing 2 holdings. Its most notable exit was FS KKR Capital, an estimated $8.49M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, up from 4.4% a quarter earlier, followed by Energy and Financials.

Against the trend, GP Brinson Investments added an estimated $3.38M to Vanguard Emerging Markets Government Bond ETF.

  • GP Brinson Investments added most to Vanguard Emerging Markets Government Bond ETF in Q4 2025, an estimated $3.38M increase.
  • GP Brinson Investments's biggest Q4 2025 reduction was Enterprise Products Partners, cutting an estimated $9.69M.
  • GP Brinson Investments fully exited FS KKR Capital in Q4 2025, selling an estimated $8.49M.
  • GP Brinson Investments's ten largest holdings make up 99% of its $232M portfolio in Q4 2025.
  • GP Brinson Investments opened 0 new positions and closed 1 in Q4 2025.
  • GP Brinson Investments's portfolio value fell 5.3% quarter-over-quarter to $232M.

Based on GP Brinson Investments's 13F filing for Q4 2025, filed 2 Jan 2026.