Broyhill Asset Management

CIK
0001966057
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

62 positions · $82,161,113 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
PM
Philip Morris International Inc.
40,298 $6,463,799 7.87%
VVV
Valvoline Inc
172,007 $4,998,523 6.08%
RTO
Rentokil Initial Plc /Fi
158,214 $4,660,984 5.67%
KOF
Coca Cola Femsa Sab De Cv
45,638 $4,322,374 5.26%
DLTR
Dollar Tree, Inc.
34,640 $4,261,066 5.19%
TMO
Thermo Fisher Scientific Inc.
Healthcare
7,013 $4,063,682 4.95%
MIDD
MIDDLEBY Corp
26,515 $3,941,985 4.80%
GLD
Spdr Gold Trust
8,655 $3,430,063 4.17%
AVTR
Avantor, Inc.
277,534 $3,180,539 3.87%
BALL
BALL Corp
58,023 $3,073,478 3.74%

Portfolio Trend

5 quarters · across all stocks

Holdings in FMS

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2025-12-31 $1,846,931 77,537
2025-09-30 $2,038,916 77,437
2025-06-30 $1,741,398 60,952
2025-03-31 $3,673,696 147,538
2024-12-31 $3,411,531 150,686