Position in CSWC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,447,144
-$3,050,814 QoQ
Shares Held
355,370
-31.9% QoQ
Ownership
0.572%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#2
of 24 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026TECTONIC ADVISORS LLC holds $64,868,508 across 9 Asset Management names. CSWC ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
1,006,408 | $15,871,053 | |
| 2 | ARCC |
Ares Capital Corp
|
844,971 | $15,657,312 | |
| 3 | TSLX |
Sixth Street Specialty Lending, Inc.
|
845,203 | $14,512,134 | |
| 4 | CSWC |
Capital Southwest Corp
This page
|
355,370 | $8,447,144 | |
| 5 | MAIN |
Main Street Capital CORP
|
145,445 | $7,545,685 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,207 | $1,471,243 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,982 | $605,383 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
18,625 | $561,916 |
All Filings in CSWC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,447,144 | 355,370 | Shares | Other | 2026-07-15 | |
| 2025-06-30 | $11,497,958 | 521,686 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,831,356 | 440,473 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $8,684,533 | 398,008 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $8,316,211 | 328,834 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,315,426 | 280,392 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,407,181 | 256,698 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $5,733,859 | 241,935 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,254,130 | 229,438 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $4,329,959 | 219,572 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,451,453 | 194,120 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,560,023 | 149,709 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,807,869 | 106,722 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,484,227 | 80,577 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,385,000 | 58,365 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,259,347 | 49,816 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $877,043 | 34,831 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,028,020 | 44,254 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $894,798 | 40,379 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $629,503 | 35,465 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||