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Equibles

Corient Private Wealth LLC

Position in SCM — Stellus Capital Investment Corp

CIK 1948780 MIAMI, FL
Back to SCM Full portfolio

Position in SCM

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$2,397,561
+$44,600 QoQ
Shares Held
284,746
+11.5% QoQ
Ownership
1.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 59 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in SCM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $846,071,501 across 119 Asset Management names. SCM ranks #31 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 461,982 $115,652,514
2 BN
BROOKFIELD Corp /ON/
 1,881,844 $80,147,735
3 NTRS
Northern Trust Corp
 389,857 $67,772,740
4 STT
State Street Corp
 704,371 $65,783,700
5 PWRL
Powerlaw Corp.
 3,862,217 $56,697,345
6 BXSL
Blackstone Secured Lending Fund
 2,276,137 $53,967,208
7 ARES
Ares Management Corp
 435,078 $48,428,531
8 BX
Blackstone Inc.
 351,704 $41,385,008

All Filings in SCM

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,397,561 284,746
2026-03-31 $2,352,961 255,479
2025-12-31 $3,565,184 281,166
2025-09-30 $3,579,746 274,100
2025-06-30 $3,537,456 253,763
2025-03-31 $2,974,412 212,458
2024-12-31 $2,359,385 171,467
2024-09-30 $1,582,919 115,626
2024-06-30 $927,928 67,584
2024-03-31 $722,617 55,246