Position in OBDC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,705,545
+$1,722,713 QoQ
Shares Held
4,204,742
+5.7% QoQ
Ownership
0.853%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#16
of 416 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound Income Strategies, LLC holds $459,089,481 across 31 Asset Management names. OBDC ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTGC |
Hercules Capital, Inc.
|
3,667,518 | $57,836,758 | |
| 2 | ARCC |
Ares Capital Corp
|
2,766,368 | $51,260,799 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,876,087 | $49,924,000 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
2,706,290 | $46,466,999 | |
| 5 | OBDC |
Blue Owl Capital Corp
This page
|
4,204,742 | $45,705,545 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,820,327 | $43,159,953 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
5,222,616 | $39,065,167 | |
| 8 | PFG |
Principal Financial Group Inc
|
222,669 | $23,999,264 |
All Filings in OBDC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,705,545 | 4,204,742 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $43,982,832 | 3,976,748 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $46,984,169 | 3,779,901 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,322,914 | 3,392,554 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $47,238,584 | 3,294,183 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $46,227,348 | 3,153,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $45,726,811 | 3,024,260 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $41,411,699 | 2,842,258 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $41,657,502 | 2,712,077 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $40,043,244 | 2,603,592 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $36,310,662 | 2,460,072 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $32,812,339 | 2,369,122 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $30,482,751 | 2,271,442 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $27,022,927 | 2,142,976 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $43,531 | 3,769 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $37,985 | 3,663 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $37,692 | 3,057 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $42,137 | 2,851 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $36,858 | 2,603 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $21,787 | 1,543 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $22,018 | 1,543 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,247 | 1,543 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $19,534 | 1,543 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $18,608 | 1,543 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $19,025 | 1,543 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,658 | 317 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||