GP Brinson Investments LLC

CIK: 0001860928Latest portfolio: $232.1M · Q4 2025

Holdings

15

Total Value

$232.1M

New Positions

0

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
VTIVANGUARD INDEX FDS
275,843$92.5M39.84%-8,040
2
VEAVANGUARD TAX-MANAGED FDS
777,776$48.6M20.93%
3
AGGISHARES TR
280,650$28.0M12.08%
4
VWOVANGUARD INTL EQUITY INDEX F
359,652$19.3M8.33%
5
AAPLAPPLE INC
42,000$11.4M4.92%
6
VWOBVANGUARD WHITEHALL FDS
136,580$9.2M3.97%+50K
7
EPDENTERPRISE PRODS PARTNERS L
271,463$8.7M3.75%-306,466
8
OBDCBLUE OWL CAPITAL CORPORATION
404,249$5.0M2.16%
9
REETISHARES TR
186,339$4.6M2.00%
10
CMGCHIPOTLE MEXICAN GRILL INC
50,000$1.9M0.80%
11
VCLTVANGUARD SCOTTSDALE FDS
13,210$1.0M0.43%
12
KREFKKR REAL ESTATE FIN TR INC
104,706$860K0.37%
13
IIFMORGAN STANLEY INDIA INVT FD
18,000$449K0.19%
14
EWJISHARES INC
3,750$302K0.13%
15
BROSDUTCH BROS INC
3,500$214K0.09%

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

Increased Positions

No increased positions

Decreased Positions

NameSharesChange
EPD271K-306466
VTI276K-8040
VWOB137K50K

Sector Breakdown

Financial Services0.0% ($9.248148587280313e+29T)
Technology0.0% ($11.4B)
Consumer Cyclical0.0% ($1.9B)
Energy0.0% ($8.7M)
Real Estate0.0% ($860K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 2, 2026$232.1M15
Q3 2025Oct 1, 2025$245.2B16
Q2 2025Jul 1, 2025$234.5B16
Q1 2025Apr 1, 2025$228.1B15

Fund Information

CIK0001860928
Most Recent FilingJan 2, 2026
Number of Filings4

GP Brinson Investments LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $232.1M across 15 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 39.8% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.