Sound Income Strategies, LLC

CIK
1730960
City
Ft Lauderdale
State / Country
FL

Top Portfolio Positions

1,691 positions · $1,491,103,735 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
HTGC
Hercules Capital, Inc.
Financial Services
3,382,058 $49,952,996 3.35%
ARCC
Ares Capital Corp
Financial Services
2,663,571 $47,997,549 3.22%
GBDC
GOLUB CAPITAL BDC, Inc.
Financial Services
3,750,533 $47,481,747 3.18%
TSLX
Sixth Street Specialty Lending, Inc.
Financial Services
2,571,052 $47,255,935 3.17%
OBDC
Blue Owl Capital Corp
Financial Services
3,976,748 $43,982,832 2.95%
BXSL
Blackstone Secured Lending Fund
Financial Services
1,720,419 $40,756,726 2.73%
PFLT
PennantPark Floating Rate Capital Ltd.
Financial Services
4,940,809 $39,724,104 2.66%
C
Citigroup Inc
Financial Services
249,206 $28,262,452 1.90%
OMC
Omnicom Group Inc.
Communication Services
355,475 $26,770,822 1.80%
TTE
TotalEnergies SE
Energy
292,731 $26,632,666 1.79%

Portfolio Trend

25 quarters · across all stocks

Holdings in FFC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $27,634 1,784
2025-12-31 $45,947 2,783
2025-09-30 $29,101 1,723
2025-06-30 $27,758 1,704
2025-03-31 $46,754 2,935
2024-12-31 $44,027 2,835
2024-09-30 $45,931 2,799
2024-06-30 $40,879 2,764
2024-03-31 $11,033 743
2023-12-31 $10,327 743
2023-09-30 $233 18
2023-06-30 $233 17
2023-03-31 $7,501 542
2022-12-31 $537,896 35,812
2022-09-30 $654,424 44,069
2022-06-30 $752,587 44,877
2022-03-31 $892,507 45,351
2021-12-31 $1,055,939 48,616
2021-09-30 $1,079,694 48,482
2021-06-30 $1,158,333 50,983
2021-03-31 $5,646 241
2020-12-31 $1,265,407 54,008
2020-09-30 $1,150,117 54,872
2020-06-30 $1,045,358 51,982
2020-03-31 $804,889 48,197