&PARTNERS

Position in ARCC — Ares Capital Corp

CIK 107136 NASHVILLE, TN

Position in ARCC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,405,189

+$1,063,860 QoQ

Shares Held

453,599

+11.3% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#79

of 781 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $348,748,748 across 201 Asset Management names. ARCC ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	91,869	$88,337,555
2	BX	Blackstone Inc.	201,951	$23,763,574
3	TROW	Price T Rowe Group Inc	120,235	$13,669,517
4	CSQ	Calamos Strategic Total Return Fund	501,570	$10,312,279
5	ARCC	Ares Capital Corp This page	453,599	$8,405,189
6	STT	State Street Corp	35,726	$6,059,129
7	KKR	KKR & Co. Inc.	65,035	$5,968,912
8	CEF	Sprott Physical Gold & Silver Trust	133,884	$5,386,153

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,405,189	453,599	+11.3%	Shares	Sole	2026-08-14
2026-03-31	$7,341,329	407,399	+6.6%	Shares	Sole	2026-05-15
2025-12-31	$7,730,651	382,138	+77.1%	Shares	Sole	2026-02-17
2025-09-30	$4,403,743	215,764	+21.1%	Shares	Sole	2025-11-14
2025-06-30	$3,912,723	178,175	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$3,979,204	179,567	+4.2%	Shares	Sole	2025-05-15
2024-12-31	$3,771,734	172,304	+532.1%	Shares	Sole	2025-02-14
2024-09-30	$570,845	27,261	+165.1%	Shares	Sole	2024-11-14
2021-03-31	$192,432	10,285	0.0%	Shares	Sole	2021-04-09
2020-12-31	$173,713	10,285	-10.5%	Shares	Sole	2021-01-11
2020-09-30	$160,355	11,495	-1.7%	Shares	Sole	2020-10-05
2020-06-30	$168,992	11,695	-1.7%	Shares	Sole	2020-07-07
2020-03-31	$128,228	11,895	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.