Valeo Financial Advisors, LLC

Position in ARCC — Ares Capital Corp

CIK 1722641 CARMEL, IN

Position in ARCC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$207,665

-$6,466 QoQ

Shares Held

11,207

-5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#584

of 781 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $14,405,336 across 21 Asset Management names. ARCC ranks #18 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,619	$2,518,325
2	BX	Blackstone Inc.	15,420	$1,814,471
3	ARES	Ares Management Corp	13,800	$1,536,078
4	TROW	Price T Rowe Group Inc	10,362	$1,178,055
5	CEF	Sprott Physical Gold & Silver Trust	26,632	$1,071,405
6	OBDC	Blue Owl Capital Corp	69,157	$751,736
7	STT	State Street Corp	3,902	$661,779
8	AMP	Ameriprise Financial Inc	1,209	$554,640

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,665	11,207	-5.7%	Shares	Sole	2026-07-08
2026-03-31	$214,131	11,883	-51.7%	Shares	Sole	2026-05-08
2025-12-31	$497,981	24,616	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$499,677	24,482	-13.3%	Shares	Sole	2025-11-03
2025-06-30	$620,238	28,244	-5.9%	Shares	Sole	2025-09-12
2025-03-31	$664,999	30,009	0.0%	Shares	Sole	2025-04-30
2024-12-31	$656,897	30,009	0.0%	Shares	Sole	2025-01-30
2024-09-30	$628,388	30,009	+25.0%	Shares	Sole	2024-10-10
2024-06-30	$500,347	24,009	0.0%	Shares	Sole	2024-07-10
2024-03-31	$499,867	24,009	0.0%	Shares	Sole	2024-04-25
2023-12-31	$480,900	24,009	0.0%	Shares	Sole	2024-01-29
2023-09-30	$467,455	24,009	+95.8%	Shares	Sole	2023-10-20
2023-06-30	$230,346	12,259	-25.2%	Shares	Sole	2023-07-14
2023-03-31	$299,372	16,386	0.0%	Shares	Sole	2023-04-17
2022-12-31	$302,649	16,386	-0.6%	Shares	Sole	2023-02-09
2022-09-30	$278,216	16,482	0.0%	Shares	Sole	2022-10-31
2022-06-30	$295,522	16,482	-63.9%	Shares	Sole	2022-08-03
2022-03-31	$956,765	45,669	+47.9%	Shares	Sole	2022-04-28
2021-12-31	$654,389	30,882	0.0%	Shares	Sole	2022-01-07
2021-09-30	$627,831	30,882	+139.7%	Shares	Sole	2021-11-02
2021-06-30	$252,436	12,886	+61.1%	Shares	Sole	2021-07-22
2021-03-31	$149,680	8,000	0.0%	Shares	Sole	2021-04-12
2020-12-31	$135,120	8,000	-10.0%	Shares	Sole	2021-02-11
2020-09-30	$124,015	8,890	-1.4%	Shares	Sole	2020-10-28
2020-06-30	$130,339	9,020	+880.4%	Shares	Sole	2020-07-20
2020-03-31	$9,917	920	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.