EPIQ PARTNERS, LLC
Top Portfolio Positions
56 positions ·
$110,738,005 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
26,158 | $7,521,994 | 6.79% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
660,861 | $7,309,122 | 6.60% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
448,240 | $7,014,956 | 6.33% | |
| CSWC |
Capital Southwest Corp
Financial Services
|
312,326 | $6,908,651 | 6.24% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
301,770 | $6,835,090 | 6.17% | |
| SLRC |
SLR Investment Corp.
Financial Services
|
424,693 | $6,077,356 | 5.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,738 | $4,187,249 | 3.78% | |
| IBIT |
iShares Bitcoin Trust ETF
|
108,091 | $4,152,856 | 3.75% | |
| ALB |
Albemarle Corp
Basic Materials
|
22,921 | $4,115,007 | 3.72% | |
| ECL |
Ecolab Inc.
Basic Materials
|
15,200 | $4,043,504 | 3.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,908,651 | 312,326 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,887,874 | 310,965 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,458,077 | 295,429 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,880,272 | 266,800 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,700,528 | 255,400 | Shares | Sole | 2025-04-11 | |
| No 13F history on record for this holder in this stock. | ||||||