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Equibles

Klingman & Associates, LLC

Position in GBDC — GOLUB CAPITAL BDC, Inc.

CIK 1662449 New York, NY
Back to GBDC Full portfolio

Position in GBDC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$357,909
+$6,113 QoQ
Shares Held
27,788
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GBDC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $55,439,335 across 10 Asset Management names. GBDC ranks #7 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 411,356 $49,147,828
2 RJF
Raymond James Financial Inc
 11,468 $1,743,480
3 BX
Blackstone Inc.
 13,588 $1,598,899
4 BLK
BlackRock, Inc.
 871 $837,518
5 FRA
Blackrock Floating Rate Income Strategies Fund, Inc.
 49,642 $545,565
6 ARES
Ares Management Corp
 3,588 $399,380
7 GBDC
GOLUB CAPITAL BDC, Inc.
This page 		27,788 $357,909
8 KKR
KKR & Co. Inc.
 3,252 $298,468

All Filings in GBDC

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $357,909 27,788
2026-03-31 $351,796 27,788
2025-12-31 $377,083 27,788
2025-09-30 $380,417 27,788
2025-06-30 $407,094 27,788
2025-03-31 $507,765 33,538
2024-12-31 $508,436 33,538
2024-09-30 $944,949 62,538
2024-06-30 $974,805 62,050
2024-03-31 $1,031,891 62,050
2023-12-31 $841,825 55,750
2023-09-30 $817,852 55,750
2023-06-30 $752,625 55,750
2023-03-31 $722,748 53,300
2022-12-31 $658,000 50,000