Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sound Income Strategies, LLC (CIK 1730960) reported $2.07B across 2,552 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HTGC ($49.2M, 2.38%), ARCC ($47.2M, 2.28%), GBDC ($46.9M, 2.26%), TSLX ($46.6M, 2.25%), OBDC ($42.8M, 2.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HTGC | HERCULES CAPITAL INC COM | $49.2M | 2.38% | 3.4M | Added |
| 2 | ARCC | ARES CAPITAL CORP COM | $47.2M | 2.28% | 2.7M | Added |
| 3 | GBDC | GOLUB CAP BDC INC COM | $46.9M | 2.26% | 3.8M | Added |
| 4 | TSLX | SIXTH STREET SPECIALTY LENDING COM | $46.6M | 2.25% | 2.6M | Added |
| 5 | OBDC | BLUE OWL CAPITAL CORPORATION COM | $42.8M | 2.07% | 4.0M | Added |
| 6 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $42.8M | 2.06% | 1.0M | Trimmed |
| 7 | HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $40.5M | 1.96% | 2.1M | Trimmed |
| 8 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $40.1M | 1.94% | 1.7M | Added |
| 9 | PFLT | PENNANTPARK FLOATING RATE CAP COM | $39.6M | 1.91% | 4.9M | Added |
| 10 | EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $38.7M | 1.87% | 983,904 | Trimmed |
| 11 | SDEF | SOUND ENHANCED FIXED INCOME ETF | $29.4M | 1.42% | 1.7M | Trimmed |
| 12 | C | CITIGROUP INC COM NEW | $28.7M | 1.39% | 249,206 | Trimmed |
| 13 | OMC | OMNICOM GROUP INC COM | $26.7M | 1.29% | 355,475 | Trimmed |
| 14 | TTFNF | TOTALENERGIES SE ACT | $26.3M | 1.27% | 292,731 | Trimmed |
| 15 | SPG | SIMON PPTY GROUP INC NEW COM | $23.8M | 1.15% | 126,635 | Trimmed |
| 16 | AAPL | APPLE INC COM | $23.8M | 1.15% | 93,151 | Added |
| 17 | CSCO | CISCO SYS INC COM | $23.7M | 1.14% | 303,792 | Trimmed |
| 18 | CTRE | CARETRUST REIT INC COM | $22.9M | 1.11% | 617,798 | Trimmed |
| 19 | PFE | PFIZER INC COM | $22.8M | 1.10% | 796,952 | Trimmed |
| 20 | PFG | PRINCIPAL FINANCIAL GROUP INC COM | $22.0M | 1.06% | 243,934 | Trimmed |
| 21 | PINE | ALPINE INCOME PPTY TR INC COM | $21.9M | 1.06% | 1.2M | Trimmed |
| 22 | SDEI | SOUND EQUITY DIVIDEND INCOME ETF | $21.8M | 1.05% | 790,244 | Trimmed |
| 23 | O | REALTY INCOME CORP COM | $21.8M | 1.05% | 352,843 | Trimmed |
| 24 | GEF/B | GREIF INC CL B | $21.7M | 1.05% | 245,078 | Trimmed |
| 25 | ENB | ENBRIDGE INC COM | $21.3M | 1.03% | 397,853 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31