Jim Saulnier & Associates »

Capital Southwest Corp shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Capital Southwest Corp shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in Capital Southwest Corp

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All positions including Capital Southwest Corp held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corp by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9k 10k 0.99

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Jim Saulnier & Associates

Top funds holding Capital Southwest Corp

Foursixthree Capital
Wolverine Asset Management
Victory Capital Management
Smh Capital Advisors
Millennium Management
Jump Financial
Income Research & Management
Two Sigma Investments
Saba Capital Management
Schroder Investment Management Group
Advent Capital Management
Weiss Asset Management LP[1
Palisade Capital Management
Wellesley Investment Advisors
Walleye Trading Advisors

View all funds holding Capital Southwest Corp