Segment Wealth Management, LLC

Position in MAIN — Main Street Capital CORP

CIK 1575581 HOUSTON, TX

Position in MAIN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$5,953,126

-$33,154 QoQ

Shares Held

114,748

+1.5% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

of 42 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $18,826,434 across 10 Asset Management names. MAIN ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	58,240	$6,890,374
2	MAIN	Main Street Capital CORP This page	114,748	$5,953,126
3	KKR	KKR & Co. Inc.	18,699	$1,716,194
4	BN	BROOKFIELD Corp /ON/	26,977	$1,148,950
5	BX	Blackstone Inc.	7,268	$855,225
6	TYG	Tortoise Energy Infrastructure Corp	15,000	$643,050
7	AMP	Ameriprise Financial Inc	1,138	$522,068
8	GBDC	GOLUB CAPITAL BDC, Inc.	30,550	$393,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,953,126	114,748	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$5,986,280	113,034	-6.0%	Shares	Sole	2026-04-20
2025-12-31	$7,261,474	120,243	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$7,619,544	119,823	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$7,060,558	119,468	+1.2%	Shares	Sole	2025-07-21
2025-03-31	$6,673,740	117,994	+134.3%	Shares	Sole	2025-04-22
2024-12-31	$2,950,557	50,368	+15.8%	Shares	Sole	2025-01-17
2024-09-30	$2,181,691	43,512	+0.7%	Shares	Sole	2024-10-22
2024-06-30	$2,182,430	43,225	+0.7%	Shares	Sole	2024-07-23
2024-03-31	$2,031,491	42,940	+0.7%	Shares	Sole	2024-04-24
2023-12-31	$1,843,154	42,636	+1.3%	Shares	Sole	2024-01-26
2023-09-30	$1,709,263	42,069	+0.7%	Shares	Sole	2023-10-25
2023-06-30	$1,671,612	41,759	+0.7%	Shares	Sole	2023-08-22
2023-03-31	$1,635,656	41,451	+0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,520,307	41,145	+5.4%	Shares	Sole	2023-01-13
2022-09-30	$1,312,767	39,024	+0.8%	Shares	Sole	2022-10-24
2022-06-30	$1,491,457	38,709	+0.7%	Shares	Sole	2022-07-20
2022-03-31	$1,638,442	38,425	-6.5%	Shares	Sole	2022-04-25
2021-12-31	$1,844,015	41,106	+0.7%	Shares	Sole	2022-01-24
2021-09-30	$1,678,318	40,835	-12.6%	Shares	Sole	2021-10-19
2021-06-30	$1,919,930	46,725	-75.2%	Shares	Sole	2021-07-20
2021-03-31	$7,369,282	188,232	+3.2%	Shares	Sole	2021-05-10
2020-12-31	$5,883,256	182,370	-3.6%	Shares	Sole	2021-01-27
2020-09-30	$5,594,200	189,185	+2.7%	Shares	Sole	2020-10-27
2020-06-30	$5,732,620	184,151	+948.2%	Shares	Sole	2020-07-15
2020-03-31	$360,319	17,568	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.