Joseph P. Lucia & Associates, LLC

Position in BXSL — Blackstone Secured Lending Fund

CIK 1775391 Yorktown Heights, NY

Position in BXSL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$988,773

-$113,084 QoQ

Shares Held

41,738

-0.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 2.276103311131343.ToString("F0")% Shared 0.ToString("F0")% None 97.72389668886866.ToString("F0")%

Financial Services · as of Mar 31, 2026

Joseph P. Lucia & Associates, LLC holds $3,616,887 across 7 Asset Management names. BXSL ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIO	KKR Income Opportunities Fund	99,034	$1,089,374
2	BXSL	Blackstone Secured Lending Fund This page	41,738	$988,773
3	BCAT	BlackRock Capital Allocation Term Trust	33,277	$470,204
4	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	53,178	$466,902
5	PHYS	Sprott Physical Gold Trust	6,955	$246,485
6	DHY	Credit Suisse High Yield Credit Fund	96,335	$183,036
7	PMM	Putnam Managed Municipal Income Trust	27,986	$172,113

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$988,773	41,738	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$1,101,857	41,848	-8.3%	Shares	Sole	2026-01-28
2025-09-30	$1,189,991	45,646	+2.0%	Shares	Sole	2025-10-20
2025-06-30	$1,375,724	44,739	+7.8%	Shares	Sole	2025-08-04
2025-03-31	$1,342,648	41,491	+49.5%	Shares	Sole	2025-05-14
2024-12-31	$896,505	27,747	+9.0%	Shares	Sole	2025-01-22
2024-09-30	$745,547	25,454	+11.3%	Shares	Sole	2024-10-23
2024-06-30	$700,126	22,865	+69.3%	Shares	Sole	2024-07-24
2024-03-31	$420,680	13,505	+76.3%	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.