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Brock Milton Capital AB (publ)
Andreas Brock · Asset Manager · Growth
Brock Milton Capital AB (publ) is an independent, entrepreneur-owned asset management firm based in Malmö and Stockholm, Sweden. Established in 2005 and rebranded to reflect its founding lead portfolio managers, the firm specializes in active global equity management. It operates flagship funds such as BMC Global Select and BMC Global Small Cap Select, which focus on high-quality companies with sustainable growth profiles. Formerly associated with Coeli Asset Management, the firm transitioned to an independent entity and is listed on the Nasdaq First North Growth Market. Brock Milton Capital emphasizes fundamental proprietary research, long-term conviction, and ESG integration to generate superior risk-adjusted returns for its unitholders.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +2.6% |
| YTD return | +0.8% |
| Sharpe ratio | 1.43 |
| Win rate | 38% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bmcapital.se/en/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 7.1% | +12.4% |
| SCHW | Charles Schwab Corp | 7.0% | +15.0% |
| GOOGL | Alphabet Inc Class A | 6.9% | +36.6% |
| TSM | Taiwan Semiconductor Manufacturing | 6.7% | -0.2% |
| NVDA | NVIDIA Corporation | 6.6% | +16.7% |
| MA | Mastercard Inc | 6.5% | +2.4% |
| UNFI | United Natural Foods Inc | 6.2% | -2.5% |
| MSFT | Microsoft Corporation | 5.8% | +0.0% |
| MRP | Millrose Properties, Inc. | 5.3% | -0.3% |
| VMC | Vulcan Materials Company | 5.2% | -16.1% |
| AVGO | Broadcom Inc | 4.5% | +8.3% |
| MLM | Martin Marietta Materials Inc | 4.4% | -17.4% |
| CDNS | Cadence Design Systems Inc | 4.1% | -11.3% |
| PGR | Progressive Corp | 4.1% | +2.9% |
| SAP | SAP SE ADR | 4.0% | +26.9% |
| HCA | HCA Holdings Inc | 3.7% | -0.4% |
| LRLCY | L’Oreal Co ADR | 3.4% | -0.0% |
| AJG | Arthur J Gallagher & Co | 2.9% | +11.1% |
| AMD | Advanced Micro Devices Inc | 2.8% | -0.3% |
| MU | Micron Technology Inc | 2.7% | +1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | MSFT | 4.7% → 5.8% |
| Aug 17, 2026 | SELL | UNFI | 6.0% → 6.2% |
| Aug 17, 2026 | SELL | TSM | 7.0% → 6.7% |
| Aug 17, 2026 | SELL | AMD | 3.0% → 2.8% |
| Aug 17, 2026 | SELL | LRLCY | 3.5% → 3.4% |
Investment Style Analysis
Brock Milton Capital AB (publ) is widely recognized for employing a Growth strategy. As of Sep 11, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Building Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Brock Milton Capital AB (publ) made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Brock Milton Capital employs a fundamental, bottom-up investment philosophy centered on identifying the world's highest-quality companies. The strategy is built around two core pillars: "Champions," which are market-leading businesses with robust balance sheets, strong pricing power, and consistent annual profit growth; and "Special Situations," which are opportunistic investments in undervalued companies undergoing positive transformation. The firm conducts extensive proprietary research, including over 300 annual company interactions, to assess corporate culture and ESG standards. By maintaining a concentrated portfolio of high-conviction holdings, Brock Milton Capital aims to deliver sustainable, long-term capital appreciation while actively integrating environmental, social, and governance factors into its decision-making process.
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 Brock Milton Capital AB (publ).
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Frequently asked questions
How is the simulated portfolio for Brock Milton Capital AB (publ) 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 Brock Milton Capital AB (publ)'s largest holding?
As of the latest filing, Brock Milton Capital AB (publ)'s top position is Amazon.com Inc (AMZN), representing 7.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Brock Milton Capital AB (publ)'s historical performance and risk profile?
Our simulation indicates a total return of +2.6% with a win rate of 38%. Notably, the portfolio maintains a Sharpe Ratio of 1.43, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Brock Milton Capital AB (publ) primarily invest in?
Brock Milton Capital AB (publ) has a strong preference for the Semiconductors sector, which makes up 23.4% of their disclosed assets. The portfolio also has exposure to Building Materials, indicating a specific thematic focus.
Is Brock Milton Capital AB (publ)'s portfolio concentrated or diversified?
Brock Milton Capital AB (publ) runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Brock Milton Capital AB (publ) performed in 2026?
Our AI-simulated model portfolio for Brock Milton Capital AB (publ) tracks a Year-to-Date (YTD) return of +0.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Andreas Brock manage Brock Milton Capital AB (publ) directly?
Yes, Andreas Brock serves as the key portfolio manager for Brock Milton Capital AB (publ), overseeing the investment strategy and final capital allocation decisions.