|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bruni J V & Co
✚
|
|
|---|---|
| CRD # | 106644 |
| SEC # | 801-42242 |
| CIK # | 0001078841 |
| AUM | $946.9 M (2025-04-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 719-575-9880 |
| Address | 1528 N Tejon Street Colorado Springs, CO 80907-7439 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001078841 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Brookfield Asset Management Inc | 89.2 | |
| Capital One Financial Corp | 60.6 | |
| Affiliated Managers Group Inc | 57.8 | |
| Radian Group Inc | 57.2 | |
| Gaylord Entertainment Co /DE | 51.5 | |
| Taylor Morrison Home Corp | 49.4 | |
| Kinder Morgan Inc | 48.0 | |
| Citizens Financial Group Inc/Ri | 44.6 | |
| Primoris Services Corp | 43.0 | |
| Nice Systems Ltd | 38.1 | |
| AXA Equitable Holdings Inc | 37.8 | |
| Ally Financial Inc | 35.5 | |
| Cigna Corp | 35.4 | |
| Nexstar Broadcasting Group Inc | 33.3 | |
| Penske Automotive Group Inc | 31.5 | |
| Check Point Software Technologies Ltd | 30.8 | |
| Oaktree Specialty Lending Corp | 30.2 | |
| Ares Capital Corp | 28.9 | |
| Rocket Companies Inc | 26.3 | |
| AES Corp | 24.3 | |
| Brookfield Asset Management Ltd | 15.7 | |
| Intel Corp | 14.4 | |
| Aercap Holdings NV | 13.9 | |
| Discovery Communications Inc | 13.2 | |
| Quanta Services Inc | 10.8 | |
| Quintiles Transnational Holdings Inc | 10.7 | |
| Mastec Inc | 9.2 | |
| Simon Property Group Inc /DE/ | 4.7 | |
| Altice USA Inc | 1.5 | |
| Ballard Power Systems Inc | 0.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 75.7 |
| (b) Individuals (high net worth individuals) | 245 | 703.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 157.1 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 946.9 |
| By Discretionary | ||
| Discretionary | 653 | 946.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 653 | 946.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 946.9 | |
| Total | 653 | 946.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001078841] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liquid Strategies LLC
✚
|
GA | 1.0 |
|
Prometheus Wealth Management Sam
✚
|
0.9 | |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.9 |
|
Panoramika Advisors Inc
✚
|
FL | 0.9 |
|
Concord Wealth Partners
✚
|
VA | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.9 |
|
Goldstein Advisors LLC
✚
|
WI | 0.9 |
|
Fierston Financial Group Inc
✚
|
CT | 0.9 |
|
Ignite Planners LLC
✚
|
CA | 0.9 |