Joseph P. Lucia & Associates, LLC
Position in BXSL — Blackstone Secured Lending Fund
CIK 1775391
Yorktown Heights, NY
Position in BXSL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$924,334
-$64,439 QoQ
Shares Held
38,985
-6.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#166
of 359 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BXSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Joseph P. Lucia & Associates, LLC holds $3,862,760 across 8 Asset Management names. BXSL ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIO |
KKR Income Opportunities Fund
|
100,022 | $1,126,247 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
This page
|
38,985 | $924,334 | |
| 3 | BCAT |
BlackRock Capital Allocation Term Trust
|
33,547 | $534,403 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
53,806 | $518,689 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
6,855 | $206,815 | |
| 6 | UTG |
Reaves Utility Income Fund
|
4,913 | $200,057 | |
| 7 | PMM |
Franklin Managed Municipal Income Trust
|
27,636 | $180,739 | |
| 8 | DHY |
Credit Suisse High Yield Credit Fund
|
96,335 | $171,476 |
All Filings in BXSL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,334 | 38,985 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $988,773 | 41,738 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,101,857 | 41,848 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,189,991 | 45,646 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,375,724 | 44,739 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,342,648 | 41,491 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $896,505 | 27,747 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $745,547 | 25,454 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $700,126 | 22,865 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $420,680 | 13,505 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $211,694 | 7,659 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||