CURA WEALTH ADVISORS, LLC

Position in MFIC — MidCap Financial Investment Corp

CIK 2056729 CHICAGO, IL

Position in MFIC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,169,255

-$1,731,183 QoQ

Shares Held

512,823

-16.5% QoQ

Ownership

0.623%

of shares outstanding

% of Portfolio

2.61%

of 13F equity value

Holder Rank

#15

of 166 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CURA WEALTH ADVISORS, LLC holds $43,918,635 across 18 Asset Management names. MFIC ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	2,132,461	$22,390,840
2	MFIC	MidCap Financial Investment Corp This page	512,823	$5,169,255
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	302,000	$3,545,480
4	MQY	Blackrock Muniyield Quality Fund, Inc.	269,000	$3,120,400
5	EIM	Eaton Vance Municipal Bond Fund	254,149	$2,531,324
6	GBDC	GOLUB CAPITAL BDC, Inc.	120,200	$1,548,176
7	NAD	Nuveen Quality Municipal Income Fund	110,000	$1,333,200
8	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	79,012	$1,092,735

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,169,255	512,823	-16.5%	Shares	Sole	2026-08-06
2026-03-31	$6,900,438	613,918	-4.4%	Shares	Sole	2026-05-08
2025-12-31	$7,343,541	641,918	+3.9%	Shares	Sole	2026-01-23
2025-09-30	$7,408,836	617,918	-12.8%	Shares	Sole	2025-11-14
2025-06-30	$8,947,062	708,959	+9.3%	Shares	Sole	2025-08-14
2025-03-31	$8,340,996	648,600	+354.2%	Shares	Sole	2025-05-15
2024-12-31	$1,926,277	142,793	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.