Position in SCM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$726,073
-$297,682 QoQ
Shares Held
86,232
-22.4% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#14
of 59 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Inspire Advisors, LLC holds $9,664,276 across 15 Asset Management names. SCM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
216,083 | $2,268,871 | |
| 2 | CSWC |
Capital Southwest Corp
|
87,762 | $2,086,102 | |
| 3 | ARCC |
Ares Capital Corp
|
55,342 | $1,025,487 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
149,624 | $746,623 | |
| 5 | SCM |
Stellus Capital Investment Corp
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|
86,232 | $726,073 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
25,824 | $712,484 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
31,396 | $401,868 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
20,562 | $324,262 |
All Filings in SCM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,073 | 86,232 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,023,755 | 111,157 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,366,739 | 107,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,387,781 | 106,262 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $871,668 | 62,530 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $342,594 | 24,471 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||