Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$777,651
+$11,862 QoQ
Shares Held
6,573
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#606
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $5,688,938 across 18 Asset Management names. APO ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
45,000 | $833,850 | |
| 2 | APO |
Apollo Global Management, Inc.
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|
6,573 | $777,651 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
48,000 | $756,960 | |
| 4 | ACV |
Virtus Diversified Income & Convertible Fund
|
24,700 | $699,998 | |
| 5 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
46,000 | $608,120 | |
| 6 | BX |
Blackstone Inc.
|
4,464 | $525,278 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
17,079 | $436,368 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
30,000 | $326,100 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,651 | 6,573 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $765,789 | 6,873 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,004,055 | 6,936 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $915,964 | 6,873 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $996,069 | 7,021 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,081,004 | 7,894 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,303,773 | 7,894 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $989,162 | 7,919 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $960,971 | 8,139 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $915,905 | 8,145 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $777,670 | 8,345 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $764,306 | 8,515 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $655,957 | 8,540 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $541,597 | 8,575 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $535,836 | 8,400 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $385,950 | 8,300 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $397,536 | 8,200 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $364,191 | 5,875 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||