Sound Income Strategies, LLC

CIK
0001730960
City
Ft Lauderdale
State / Country
FL

Top Portfolio Positions

1,491 positions · $1,381,824,316 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
TSLX
Sixth Street Specialty Lending, Inc.
Financial Services
2,511,115 $54,541,417 3.95%
ARCC
Ares Capital Corp
Financial Services
2,616,789 $52,937,641 3.83%
HTGC
Hercules Capital, Inc.
Financial Services
2,703,275 $50,875,635 3.68%
GBDC
GOLUB CAPITAL BDC, Inc.
Financial Services
3,602,799 $48,889,982 3.54%
OBDC
Blue Owl Capital Corp
Financial Services
3,779,901 $46,984,169 3.40%
PFLT
PennantPark Floating Rate Capital Ltd.
Financial Services
4,643,958 $43,049,490 3.12%
BXSL
Blackstone Secured Lending Fund
Financial Services
1,576,295 $41,503,847 3.00%
C
Citigroup Inc
Financial Services
269,342 $31,429,517 2.27%
OMC
Omnicom Group Inc.
Communication Services
384,635 $31,059,276 2.25%
ENB
Enbridge Inc
Energy
610,264 $29,188,927 2.11%

Portfolio Trend

24 quarters · across all stocks

Holdings in FTF

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $44,403 7,220
2025-09-30 $45,488 7,141
2025-06-30 $45,363 7,066
2025-03-31 $45,174 6,993
2024-12-31 $45,906 6,924
2024-09-30 $45,736 6,857
2024-06-30 $43,067 6,793
2024-03-31 $42,178 6,727
2023-12-31 $41,325 6,644
2023-09-30 $40,090 6,583
2023-06-30 $40,441 6,544
2023-03-31 $40,089 6,487
2022-12-31 $39,942 6,432
2022-09-30 $39,416 6,378
2022-06-30 $42,763 6,326
2022-03-31 $47,564 6,275
2021-12-31 $56,448 6,210
2021-09-30 $56,058 6,167
2021-06-30 $56,420 6,126
2021-03-31 $55,930 6,086
2020-12-31 $56,953 6,046
2020-09-30 $51,231 6,006
2020-06-30 $50,489 5,968
2020-03-31 $46,526 5,927