Valeo Financial Advisors, LLC

Position in MSD — Morgan Stanley Emerging Markets Debt Fund Inc

CIK 1722641 CARMEL, IN

Position in MSD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$423,801

+$16,255 QoQ

Shares Held

58,055

0.0% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#28

of 65 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $14,405,336 across 21 Asset Management names. MSD ranks #13 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,619	$2,518,325
2	BX	Blackstone Inc.	15,420	$1,814,471
3	ARES	Ares Management Corp	13,800	$1,536,078
4	TROW	Price T Rowe Group Inc	10,362	$1,178,055
5	CEF	Sprott Physical Gold & Silver Trust	26,632	$1,071,405
6	OBDC	Blue Owl Capital Corp	69,157	$751,736
7	STT	State Street Corp	3,902	$661,779
8	AMP	Ameriprise Financial Inc	1,209	$554,640

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,801	58,055	0.0%	Shares	Sole	2026-07-08
2026-03-31	$407,546	58,055	0.0%	Shares	Sole	2026-05-08
2025-12-31	$429,026	58,055	+6.4%	Shares	Sole	2026-02-04
2025-09-30	$402,070	54,555	-21.3%	Shares	Sole	2025-11-03
2025-06-30	$535,889	69,326	+28.4%	Shares	Sole	2025-09-12
2025-03-31	$434,740	54,005	+13.3%	Shares	Sole	2025-04-30
2024-12-31	$367,136	47,680	+57.0%	Shares	Sole	2025-01-30
2024-09-30	$240,857	30,373	+125.0%	Shares	Sole	2024-10-10
2024-06-30	$99,090	13,500	—	Shares	Sole	2024-07-10
No filing history on record for this holder in this stock.