account_balance
Investment manager · 13F filer · SEC CIK 1730960
Sound Income Strategies, LLC
Reported value$2.23Bas of Jun 30, 2026
Positions483 10 new, 2,123 sold out
Top 10 weight20.5%HTGC alone is 3%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HTGCHercules Capital Inc
2.6%Added +8%
ARCCAres Capital Corp
2.3%Added +4%
GBDCGolub Cap BDC Inc
2.2%Added +3%
TSLXSixth Street Specialty Lendi
2.1%Added +5%
OBDCBlue Owl Capital Corporation
2.1%Added +6%
BXSLBlackstone Secd Lending Fd
1.9%Added +6%
SHYGiShares Tr
1.9%
HYEMVaneck ETF Trust
1.9%
EMHYiShares Inc
1.8%
PFLTPennantpark Floating Rate Ca
1.8%Added +6%
FXEDTidal Trust I
1.4%Added +5%
SPGSimon Ppty Group Inc New
1.3%
HTGC2.6%ARCC2.3%GBDC2.2%
TSLXSixth Street Specialty Lendi
2.1%Added +5%
OBDCBlue Owl Capital Corporation
2.1%Added +6%
BXSLBlackstone Secd Lending Fd
1.9%Added +6%
SHYG1.9%
HYEM1.9%
EMHY1.8%
PFLT1.8%FXED1.4%
SPG1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HTGC Hercules Capital Inc 2.6% Added +8%ARCC Ares Capital Corp 2.3% Added +4%GBDC Golub Cap BDC Inc 2.2% Added +3%TSLX Sixth Street Specialty Lendi 2.1% Added +5%OBDC Blue Owl Capital Corporation 2.1% Added +6%BXSL Blackstone Secd Lending Fd 1.9% Added +6%
SHYG iShares Tr 1.9% Held
HYEM Vaneck ETF Trust 1.9% Held
EMHY iShares Inc 1.8% Held
PFLT Pennantpark Floating Rate Ca 1.8% Added +6%FXED Tidal Trust I 1.4% Added +5%
SPG Simon Ppty Group Inc New 1.3% HeldWhat changed