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Manager Directed Portfolios shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Manager Directed Portfolios (SJCP) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Brookwood Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3M 171k 24.96

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Apple Put Option (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New Call Option (IAU)
Micron Technology (MU)
Meta Platforms Cl A (META)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Listed Fds Tr Shares Core Bd (OVB)

View all positions for Brookwood Investment Group

Top funds holding Manager Directed Portfolios

Brookwood Investment Group
Wealthedge Investment Advisors
Jane Street
UBS Group

View all funds holding Manager Directed Portfolios