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Bruni J V & Co
Jerome V. Bruni · Investment Advisor · Value
J.V. Bruni and Company is an SEC-registered investment management firm based in Colorado Springs, Colorado. Founded in 1992 by Jerome V. Bruni, the firm serves a nationwide clientele including individuals, retirement plans, trusts, corporations, and non-profit organizations. It operates as an independent, fee-only advisor providing discretionary and personalized money management services. The firm is known for its focus on in-depth proprietary research and economic analysis to identify long-term investment opportunities that are often overlooked by the broader market. With a dedicated team of professionals, J.V. Bruni and Company emphasizes integrity and clear communication, providing clients with regular economic insights and comprehensive performance reporting.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.1% |
| YTD return | +12.8% |
| Sharpe ratio | 3.70 |
| Win rate | 48% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jvbruni.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| DELL | Dell Technologies Inc | 12.3% | +97.1% |
| AMG | Affiliated Managers Group Inc | 8.2% | +50.0% |
| CFG | Citizens Financial Group, Inc. | 7.6% | +24.6% |
| RHP | Ryman Hospitality Properties Inc | 6.8% | +31.3% |
| COF | Capital One Financial Corporation | 6.5% | -4.4% |
| RDN | Radian Group Inc | 6.2% | -1.5% |
| AER | AerCap Holdings NV | 5.4% | -4.2% |
| KMI | Kinder Morgan Inc | 4.8% | +11.7% |
| EQH | Axa Equitable Holdings Inc | 4.3% | +11.5% |
| ALLY | Ally Financial Inc | 4.2% | +3.1% |
| PAG | Penske Automotive Group Inc | 4.1% | +21.9% |
| RKT | Rocket Companies Inc | 3.9% | -30.7% |
| CRBG | Corebridge Financial Inc. | 3.7% | +23.6% |
| NXST | Nexstar Broadcasting Group Inc | 3.4% | -19.4% |
| OCSL | Oaktree Specialty Lending Corp | 3.4% | -0.7% |
| PRIM | Primoris Services Corporation | 3.4% | -44.5% |
| BX | Blackstone Group Inc | 3.2% | -13.6% |
| NICE | Nice Ltd ADR | 2.9% | -13.9% |
| ARES | Ares Management LP | 2.9% | -14.4% |
| CI | Cigna Corp | 2.8% | -2.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | RHP | 7.9% → 6.8% |
| Aug 17, 2026 | SELL | RDN | 7.1% → 6.2% |
| Aug 17, 2026 | SELL | COF | 6.6% → 6.5% |
| Aug 17, 2026 | SELL | ARCC | 2.8% → 0.0% |
| Aug 17, 2026 | SELL | PAG | 4.4% → 4.1% |
Investment Style Analysis
Bruni J V & Co is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Asset Management and Computer Hardware sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Bruni J V & Co made a significant move by reducing the position in RHP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a value-oriented investment philosophy often described as 'Growth at a Reasonable Price' (GARP). This strategy focuses on identifying companies with strong long-term earnings potential that are currently undervalued by the market. By integrating fundamental research with insights from behavioral economics, the firm analyzes factors such as competitive barriers, management quality, and cash flow to determine an asset's intrinsic value. Their approach is characterized by independent thinking and a refusal to follow consensus, aiming to build tailored portfolios of individual securities that align with each client's unique financial goals and risk profile.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bruni J V & Co.
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Frequently asked questions
How is the simulated portfolio for Bruni J V & Co constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bruni J V & Co's largest holding?
As of the latest filing, Bruni J V & Co's top position is Dell Technologies Inc (DELL), representing 12.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bruni J V & Co's historical performance and risk profile?
Our simulation indicates a total return of +18.1% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 3.70, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Bruni J V & Co primarily invest in?
Bruni J V & Co has a strong preference for the Asset Management sector, which makes up 25.6% of their disclosed assets. The portfolio also has exposure to Computer Hardware, indicating a specific thematic focus.
Is Bruni J V & Co's portfolio concentrated or diversified?
Bruni J V & Co runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bruni J V & Co performed in 2026?
Our AI-simulated model portfolio for Bruni J V & Co tracks a Year-to-Date (YTD) return of +12.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jerome V. Bruni manage Bruni J V & Co directly?
Yes, Jerome V. Bruni serves as the key portfolio manager for Bruni J V & Co, overseeing the investment strategy and final capital allocation decisions.