Position in SCM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,023,755
-$342,984 QoQ
Shares Held
111,157
+3.1% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Inspire Advisors, LLC holds $7,310,742 across 12 Asset Management names. SCM ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
212,175 | $2,159,941 | |
| 2 | SCM |
Stellus Capital Investment Corp
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|
111,157 | $1,023,755 | |
| 3 | ARCC |
Ares Capital Corp
|
54,438 | $980,972 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
169,869 | $866,331 | |
| 5 | SEIC |
Sei Investments Co
|
7,942 | $623,208 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
9,694 | $343,555 | |
| 7 | CSWC |
Capital Southwest Corp
|
14,608 | $323,128 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
16,921 | $281,057 |
All Filings in SCM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||