CURA WEALTH ADVISORS, LLC

Position in MFIC — MidCap Financial Investment Corp

CIK 2056729 CHICAGO, IL

Position in MFIC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$6,900,438

-$443,103 QoQ

Shares Held

613,918

-4.4% QoQ

Ownership

0.745%

of shares outstanding

% of Portfolio

3.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

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

Financial Services · as of Mar 31, 2026

CURA WEALTH ADVISORS, LLC holds $45,705,808 across 18 Asset Management names. MFIC ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	2,264,934	$23,057,028
2	MFIC	MidCap Financial Investment Corp This page	613,918	$6,900,438
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	302,000	$3,391,460
4	MQY	Blackrock Muniyield Quality Fund, Inc.	270,000	$2,964,600
5	EIM	Eaton Vance Municipal Bond Fund	254,149	$2,483,035
6	GBDC	GOLUB CAPITAL BDC, Inc.	120,200	$1,521,732
7	NAD	Nuveen Quality Municipal Income Fund	110,000	$1,265,000
8	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	79,003	$1,128,162

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.