Institutions / Sound Income Strategies, LLC
Sound Income Strategies, LLC
CIK 1730960 · Institution · as of Dec 31, 2025
Portfolio value
$2.11B
Positions
2,516
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,516 →
| Company | Value | % of portfolio |
|---|---|---|
| Sixth Street Specialty Lending, Inc.TSLX | $56.00M | 2.6% |
| Ares Capital CorpARCC | $54.69M | 2.6% |
| Hercules Capital, Inc.HTGC | $51.12M | 2.4% |
| Golub Cap BDC Inc Com | $49.79M | 2.4% |
| Blue Owl Capital CorpOBDC | $47.66M | 2.3% |
| iShares 0-5 Year High Yield Corporate Bond ETF | $44.59M | 2.1% |
| PennantPark Floating Rate Capital Ltd.PFLT | $44.26M | 2.1% |
| VanEck Emerging Markets High Yield Bond ETF | $42.19M | 2.0% |
| Blackstone Secured Lending FundBXSL | $41.79M | 2.0% |
| iShares J.p. Morgan Em High Yield Bond ETF | $40.78M | 1.9% |
| Sound Enhanced Fixed Income ETF | $32.10M | 1.5% |
| Citigroup Inc | $31.79M | 1.5% |
| Omnicom Group Inc. | $30.69M | 1.5% |
| Enbridge Inc Com | $29.04M | 1.4% |
| Greif Inc Cl B | $25.00M | 1.2% |
| Simon Property Group Inc | $23.58M | 1.1% |
| CareTrust REIT, Inc. | $23.48M | 1.1% |
| Apple Inc. | $23.36M | 1.1% |
| Cisco Systems, Inc. | $22.97M | 1.1% |
| Sound Equity Dividend Income ETF | $22.82M | 1.1% |
| Realty Income Corp | $21.68M | 1.0% |
| Principal Financial Group Inc | $21.60M | 1.0% |
| Main Street Capital CORPMAIN | $21.49M | 1.0% |
| Alpine Income Property Trust, Inc. | $21.35M | 1.0% |
| M&T Bank Corp | $21.28M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.