Sound Income Strategies, LLC: 13F holdings

CIK 17309602026Q2

Positions483
Reported value$2.2bn
Filed2026-07-20

Change since last quarter

Positions483 (-2,113 vs prior quarter)
Reported value$2.2bn (+7.6%)

Top 10 holdings

SecuritySharesValueWeight
HTGC HERCULES CAPITAL INC3,667,518$57.8m2.6%
ARCC ARES CAPITAL CORP2,766,368$51.3m2.3%
GBDC GOLUB CAP BDC INC3,876,087$49.9m2.2%
TSLX SIXTH STREET SPECIALTY LENDI2,706,290$46.5m2.1%
OWL BLUE OWL CAPITAL CORPORATION4,204,742$45.7m2.1%
BXSL BLACKSTONE SECD LENDING FD1,820,327$43.2m1.9%
SHYG ISHARES TR1,017,630$43.2m1.9%
HYEM VANECK ETF TRUST2,062,073$41.5m1.9%
EMHY ISHARES INC975,442$39.7m1.8%
PFLA PENNANTPARK FLOATING RATE CA5,222,616$39.1m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1730960")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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