Secure Asset Management, LLC

Position in MCI — Barings Corporate Investors

CIK 1800692 Troy, MI

Position in MCI

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$3,462,619

+$1,303,895 QoQ

Shares Held

200,848

+68.9% QoQ

Ownership

0.977%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 8.956977629960816.ToString("F0")% Shared 0.ToString("F0")% None 91.04302237003918.ToString("F0")%

Financial Services · as of Mar 31, 2026

Secure Asset Management, LLC holds $19,597,073 across 17 Asset Management names. MCI ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund	623,443	$6,870,341
2	MCI	Barings Corporate Investors This page	200,848	$3,462,619
3	ARES	Ares Management Corp	16,797	$1,832,552
4	SDHY	PGIM Short Duration High Yield Opportunities Fund	90,072	$1,442,953
5	BGH	Barings Global Short Duration High Yield Fund	86,223	$1,177,806
6	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	78,870	$1,126,263
7	HTGC	Hercules Capital, Inc.	65,539	$968,011
8	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	25,889	$511,566

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,462,619	200,848	+68.9%	Shares	Sole	2026-04-09
2025-12-31	$2,158,724	118,938	-13.2%	Shares	Sole	2026-01-20
2025-09-30	$2,845,261	137,055	-22.5%	Shares	Sole	2025-10-09
2025-06-30	$3,831,654	176,900	+4.2%	Shares	Sole	2025-07-10
2025-03-31	$3,981,002	169,838	-2.8%	Shares	Sole	2025-04-10
2024-12-31	$3,559,183	174,641	+8.0%	Shares	Sole	2025-01-17
2024-09-30	$3,221,305	161,631	+7.5%	Shares	Sole	2024-10-16
2024-06-30	$2,799,665	150,358	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.