Sound Income Strategies, LLC
Position in CSWC — Capital Southwest Corp
CIK 1730960
Ft Lauderdale, FL
Position in CSWC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,208,810
+$2,227,173 QoQ
Shares Held
934,321
+3.4% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#4
of 190 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound Income Strategies, LLC holds $459,089,481 across 31 Asset Management names. CSWC ranks #10 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
3,667,518 | $57,836,758 | |
| 2 | ARCC |
Ares Capital Corp
|
2,766,368 | $51,260,799 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,876,087 | $49,924,000 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
2,706,290 | $46,466,999 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
4,204,742 | $45,705,545 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,820,327 | $43,159,953 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
5,222,616 | $39,065,167 | |
| 8 | PFG |
Principal Financial Group Inc
|
222,669 | $23,999,264 |
All Filings in CSWC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,208,810 | 934,321 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,981,637 | 903,329 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,624,169 | 885,967 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,543,341 | 756,786 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,476,510 | 702,201 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,749,477 | 616,016 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,623,764 | 578,541 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,214,977 | 562,079 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,490,046 | 555,387 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,719,388 | 549,655 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,615,675 | 532,307 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,008,622 | 524,394 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,167,986 | 515,618 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,774,892 | 493,526 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,991,975 | 467,367 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,786,994 | 400,649 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,040,345 | 382,212 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $8,870,321 | 373,802 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $9,473,401 | 374,739 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,336,995 | 370,810 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,652,269 | 372,461 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,614,744 | 388,752 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $32,092 | 1,808 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $28,549 | 2,032 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $27,391 | 2,032 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,237 | 984 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||