United Advisor Group, LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 2004873
CINCINNATI, OH
Position in CGBD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$275,685
-$77,655 QoQ
Shares Held
26,181
-18.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#81
of 142 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026United Advisor Group, LLC holds $31,391,140 across 27 Asset Management names. CGBD ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
354,015 | $4,471,209 | |
| 2 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
253,669 | $3,764,447 | |
| 3 | OCSL |
Oaktree Specialty Lending Corp
|
293,056 | $3,499,088 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
242,994 | $3,129,762 | |
| 5 | FSK |
FS KKR Capital Corp
|
290,929 | $3,054,754 | |
| 6 | MFIC |
MidCap Financial Investment Corp
|
264,846 | $2,669,647 | |
| 7 | ARCC |
Ares Capital Corp
|
113,090 | $2,095,557 | |
| 8 | GAIN |
Gladstone Investment Corporation\De
|
72,190 | $1,116,057 |
All Filings in CGBD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,685 | 26,181 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $353,340 | 32,298 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $401,803 | 32,170 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $429,575 | 34,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,253 | 26,115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $387,009 | 23,919 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $428,867 | 23,919 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $256,331 | 15,105 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $235,977 | 13,302 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||