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Green Square Capital

Latest statistics and disclosures from Steel Grove Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQ, NVDA, GOOGL, DIA, and represent 59.00% of Steel Grove Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP, GAP, AU, UYLD, DOX, OKE, EIX, MUNI, MU, LLY.
Started 33 new stock positions in SYK, DUOL, AEP, NTRA, RMD, APPF, HL, JNJ, VEEV, CBOE.
Reduced shares in these 10 stocks: AVT, EVRG, Oneok, DD, WHR, BOXX, IWD, , NVDA, EPD.
Sold out of its positions in BOXX, ADM, AVT, BZAI, BFLY, CALM, CAT, C, DKS, DD.
Steel Grove Capital Advisors was a net buyer of stock by $16M.
Steel Grove Capital Advisors has $1.1B in assets under management (AUM), dropping by 4.57%.
Central Index Key (CIK): 0001166308

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Portfolio Holdings for Steel Grove Capital Advisors

Steel Grove Capital Advisors holds 223 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	22.9	$257M		367k	700.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	17.0	$191M		258k	739.77	View chart
Nvidia Corporation Stock (NVDA)	9.5	$106M		465k	228.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	5.7	$64M		187k	344.08	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	3.8	$43M		85k	508.55	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	3.6	$40M		630k	63.98	View chart
Meta Platforms Inc Cl A Stock (META)	2.8	$32M		44k	725.18	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.9	$21M		453k	47.34	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.6	$18M		24k	765.86	View chart
Goldman Sachs Group Stock (GS)	1.2	$13M		14k	900.37	View chart
Angel Oak Ultrashort Income Etf Etf (UYLD)	1.1	$13M	+21%	253k	50.73	View chart
Apple Stock (AAPL)	1.0	$11M	-3%	34k	333.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$11M	+2%	21k	497.95	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.8	$8.7M	+47%	42k	208.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$7.8M		111k	70.61	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$7.5M		23k	330.82	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.6	$7.2M		144k	50.46	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.6	$7.1M	+2%	364k	19.52	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.6	$6.6M		41k	162.75	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.6	$6.5M		74k	87.80	View chart
Amazon Stock (AMZN)	0.6	$6.4M	+3%	26k	249.15	View chart
Vanguard Information Technology Etf Etf (VGT)	0.6	$6.3M		50k	125.67	View chart
Microsoft Corp Stock (MSFT)	0.5	$5.3M	+14%	10k	512.89	View chart
Coca Cola Stock (KO)	0.4	$4.5M	+5%	53k	86.08	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.4	$4.5M	+2%	109k	41.54	View chart
Aflac Stock (AFL)	0.4	$4.2M		38k	111.78	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$4.1M		12k	340.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$4.1M		5.4k	762.58	View chart
Nokia Corp Adr Call Option (NOK)	0.3	$3.3M		324k	10.14	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.3	$3.2M		46k	70.18	View chart
Hf Sinclair Corp Stock (DINO)	0.3	$3.2M	-8%	30k	107.32	View chart
Enterprise Prods Partners Stock (EPD)	0.3	$3.1M	-15%	88k	35.61	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$3.0M	+4%	31k	96.88	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.3	$3.0M		27k	113.95	View chart
Skyworks Solutions Stock (SWKS)	0.3	$3.0M	+13%	35k	85.48	View chart
Merck & Co Stock (MRK)	0.3	$3.0M		21k	145.31	View chart
Target Corp Stock (TGT)	0.3	$3.0M	+9%	19k	156.69	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$2.9M	+3%	96k	30.15	View chart
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)	0.3	$2.9M	-4%	57k	50.00	View chart
HP Stock (HPQ)	0.3	$2.9M	+11%	92k	31.28	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$2.8M	-7%	40k	70.15	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.3	$2.8M	+10%	28k	101.13	View chart
Dillards Inc Cl A Stock (DDS)	0.2	$2.7M	+23%	4.1k	669.99	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$2.7M	+2%	4.2k	656.64	View chart
Chevron Corporation Stock (CVX)	0.2	$2.6M	+5%	13k	204.21	View chart
Vaneck Oil Services Etf Etf (OIH)	0.2	$2.6M		6.8k	378.38	View chart
At&t Stock (T)	0.2	$2.6M	+24%	105k	24.40	View chart
Pfizer Stock (PFE)	0.2	$2.5M	+23%	88k	28.52	View chart
Viatris Stock (VTRS)	0.2	$2.5M	-5%	142k	17.72	View chart
Arm Holdings Adr (ARM)	0.2	$2.5M		8.7k	289.66	View chart
Best Buy Stock (BBY)	0.2	$2.4M	+3%	28k	88.24	View chart
Gap Stock (GAP)	0.2	$2.4M	NEW	104k	22.84	View chart
Anglogold Ashanti Stock (AU)	0.2	$2.3M	NEW	25k	93.95	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.2	$2.3M	+15%	6.5k	356.90	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.2	$2.3M	-7%	19k	123.72	View chart
Prudential Finl Stock (PRU)	0.2	$2.2M	+2%	20k	113.58	View chart
Amdocs Stock (DOX)	0.2	$2.2M	NEW	39k	57.18	View chart
Us Bancorp Stock (USB)	0.2	$2.2M	+10%	38k	57.76	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.1M	+2%	34k	62.40	View chart
Franklin Templeton Stock (BEN)	0.2	$2.1M	-12%	66k	32.12	View chart
Texas Instrs Stock (TXN)	0.2	$2.1M	-17%	7.6k	280.09	View chart
Ford Mtr Stock (F)	0.2	$2.1M	+2%	173k	12.06	View chart
Verizon Communications Stock (VZ)	0.2	$2.1M	+10%	46k	45.87	View chart
Altria Group Stock (MO)	0.2	$2.1M	+7%	31k	67.34	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.2	$2.1M	+2%	22k	92.65	View chart
Paychex Stock (PAYX)	0.2	$2.0M	+10%	21k	98.50	View chart
Ugi Corp Stock (UGI)	0.2	$2.0M	+15%	57k	35.67	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$2.0M		103k	19.77	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$2.0M	+55%	92k	21.76	View chart
Broadcom Stock (AVGO)	0.2	$2.0M		5.6k	351.20	View chart
Price T Rowe Group Stock (TROW)	0.2	$1.9M		19k	104.05	View chart
Dominion Energy Stock (D)	0.2	$1.9M	+14%	32k	60.52	View chart
Oneok Stock (OKE)	0.2	$1.9M	NEW	23k	85.27	View chart
Sonoco Prods Stock (SON)	0.2	$1.9M	+14%	39k	48.82	View chart
Siriusxm Holdings Stock (SIRI)	0.2	$1.9M	-7%	72k	25.88	View chart
Eastman Chem Stock (EMN)	0.2	$1.8M	+17%	28k	64.84	View chart
Kennametal Stock (KMT)	0.2	$1.8M	+19%	59k	30.74	View chart
Eversource Energy Stock (ES)	0.2	$1.8M	+4%	28k	64.16	View chart
Kraft Heinz Stock (KHC)	0.2	$1.8M	+16%	79k	22.72	View chart
General Mills Stock (GIS)	0.2	$1.8M	+16%	55k	32.16	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.8M	+150%	1.5k	1156.71	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.2	$1.7M	+6%	34k	49.86	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.2	$1.7M	+14%	18k	93.44	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$1.7M	+15%	31k	54.10	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.6M	-3%	5.9k	277.89	View chart
Sylvamo Corp Stock (SLVM)	0.1	$1.6M	+22%	49k	32.68	View chart
Targa Res Corp Stock (TRGP)	0.1	$1.5M		5.7k	270.31	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.1	$1.5M		19k	80.08	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.5M		2.00	747005.00	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$1.4M		6.0k	241.31	View chart
Edison Intl Stock (EIX)	0.1	$1.4M	NEW	27k	53.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.3M	+7%	9.8k	136.04	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$1.3M		3.9k	337.83	View chart
Barings Bdc Cef (BBDC)	0.1	$1.3M		153k	8.62	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$1.3M		7.1k	183.27	View chart
Williams Cos Stock (WMB)	0.1	$1.3M		19k	67.97	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.1	$1.3M	NEW	26k	49.69	View chart
Credo Technology Group Holding Ordinary Shares Stock (CRDO)	0.1	$1.2M	+33%	6.3k	194.79	View chart
Micron Technology Stock (MU)	0.1	$1.2M	NEW	1.2k	1065.11	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$1.2M		33k	37.42	View chart
Investar Holding Corp Stock (ISTR)	0.1	$1.2M		42k	28.88	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.1	$1.2M		12k	101.71	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.1	$1.2M	+14%	2.9k	405.21	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.2M	+5%	3.3k	359.29	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$1.2M		27k	43.30	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$1.1M		6.5k	171.00	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.1M	+5%	2.8k	380.83	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.1M		12k	86.99	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.1	$1.0M		44k	23.72	View chart
Akre Focus Etf Etf (AKRE)	0.1	$1.0M	-3%	19k	52.67	View chart
Ftai Aviation Stock (FTAI)	0.1	$969k		5.8k	167.03	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$964k	-13%	11k	91.64	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$947k		10k	94.54	View chart
Defiance Large Cap Ex-mag 7 Etf Etf (XMAG)	0.1	$936k	+41%	37k	25.37	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$902k	+4%	16k	55.31	View chart
Vanguard Short Duration Bond Etf Etf (VSDB)	0.1	$896k	+4%	12k	74.66	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$889k	+5%	9.5k	93.61	View chart
Abbvie Stock (ABBV)	0.1	$857k		3.3k	261.61	View chart
Oaktree Specialty Lending Cef (OCSL)	0.1	$839k		71k	11.90	View chart
Travelers Companies Stock (TRV)	0.1	$790k		2.2k	356.52	View chart
Goldman Sachs Bdc Cef (GSBD)	0.1	$782k		86k	9.09	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$756k		830.00	910.66	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.1	$753k	+26%	6.4k	117.74	View chart
Cisco Sys Stock (CSCO)	0.1	$726k	-22%	6.7k	107.63	View chart
Lumen Technologies Stock (LUMN)	0.1	$714k		128k	5.60	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.1	$661k	+5%	9.5k	69.82	View chart
Home Depot Stock (HD)	0.1	$626k	-10%	2.2k	284.54	View chart
Southern Copper Corp Stock (SCCO)	0.1	$608k		3.0k	202.64	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$604k		2.9k	209.45	View chart
Marathon Pete Corp Stock (MPC)	0.1	$602k		1.5k	395.31	View chart
Motley Fool Capital Efficiency 100 Index Etf Etf (TMFE)	0.1	$586k		19k	30.46	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$570k	+3%	11k	50.47	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.1	$569k		1.6k	355.07	View chart
Ge Vernova Stock (GEV)	0.0	$560k	NEW	589.00	950.49	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$549k	+3%	2.9k	187.05	View chart
Walmart Stock (WMT)	0.0	$529k	+103%	5.1k	103.92	View chart
Vaneck Onchain Economy Etf Etf (NODE)	0.0	$517k	+3%	13k	39.11	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$513k		7.0k	72.87	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$512k		758.00	675.05	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$508k	-10%	5.9k	86.49	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$506k		8.2k	61.50	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.0	$498k	+34%	6.4k	78.42	View chart
Johnson & Johnson Stock (JNJ)	0.0	$482k	NEW	1.8k	264.69	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$466k		1.0k	456.19	View chart
Mckesson Corp Stock (MCK)	0.0	$434k		509.00	853.50	View chart
Oracle Corp Stock (ORCL)	0.0	$426k	+5%	3.1k	137.30	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$425k	+3%	2.5k	172.16	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$418k		4.0k	104.54	View chart
Fedex Corp Stock (FDX)	0.0	$417k		1.5k	285.17	View chart
Medpace Hldgs Stock (MEDP)	0.0	$413k	NEW	661.00	624.18	View chart
United Rentals Stock (URI)	0.0	$401k	-40%	401.00	1000.78	View chart
Conocophillips Stock (COP)	0.0	$395k		3.2k	125.15	View chart
Wells Fargo & Co Stock (WFC)	0.0	$394k		4.9k	80.05	View chart
Corning Stock (GLW)	0.0	$394k	-28%	2.6k	153.76	View chart
Homebancorp Stock (HBCP)	0.0	$389k		5.9k	66.06	View chart
Servicenow Stock (NOW)	0.0	$380k	NEW	2.8k	134.02	View chart
Palomar Hldgs Stock (PLMR)	0.0	$359k	NEW	2.9k	123.30	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$358k		2.3k	157.68	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$346k		2.8k	123.08	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$345k	-2%	3.4k	101.10	View chart
Nextnav Stock (NN)	0.0	$344k		24k	14.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$343k	-17%	622.00	551.47	View chart
Pepsico Stock (PEP)	0.0	$343k	+66%	2.7k	126.72	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$332k		3.6k	92.05	View chart
Diamondback Energy Stock (FANG)	0.0	$329k	-35%	1.8k	183.81	View chart
Blackrock Stock (BLK)	0.0	$328k	-4%	310.00	1058.29	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$323k		3.0k	106.48	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	0.0	$318k		5.5k	58.03	View chart
Cardinal Health Stock (CAH)	0.0	$316k	+2%	1.4k	222.51	View chart
Origin Bancorp Stock (OBK)	0.0	$314k	+50%	6.0k	52.25	View chart
Palo Alto Networks Stock (PANW)	0.0	$313k	-11%	787.00	397.31	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$307k		3.1k	97.74	View chart
Eqt Corp Stock (EQT)	0.0	$305k	NEW	6.3k	48.56	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$303k		5.4k	56.32	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$300k	-64%	1.9k	155.23	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$293k		5.3k	55.05	View chart
Amgen Stock (AMGN)	0.0	$291k	-2%	690.00	421.51	View chart
Quantinuum Inc Cl A Stock (QNT)	0.0	$288k	+25%	6.0k	48.06	View chart
Fb Finl Corp Stock (FBK)	0.0	$286k		5.5k	51.70	View chart
Permian Resources Corp Class A Stock (PR)	0.0	$278k		13k	21.12	View chart
Arista Networks Stock (ANET)	0.0	$277k	-12%	1.4k	203.59	View chart
Natera Stock (NTRA)	0.0	$274k	NEW	662.00	413.31	View chart
Newmont Corp Stock (NEM)	0.0	$272k	NEW	2.4k	115.34	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$269k	-3%	9.6k	27.96	View chart
American Elec Pwr Stock (AEP)	0.0	$269k	NEW	2.3k	118.64	View chart
Applied Matls Stock (AMAT)	0.0	$269k		525.00	511.38	View chart
Invesco Currencyshares British Pound Sterling Trust Etf (FXB)	0.0	$266k		2.1k	127.63	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$265k	NEW	146.00	1811.66	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$257k		10k	24.65	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.0	$255k		895.00	284.53	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$255k	NEW	892.00	285.45	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$248k	-4%	13k	19.30	View chart
Manulife Finl Corp Stock (MFC)	0.0	$247k		5.8k	42.59	View chart
Ligand Pharmaceuticals Stock (LGND)	0.0	$247k		790.00	312.37	View chart
Dynatrace Stock (DT)	0.0	$247k	NEW	4.3k	57.74	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$247k	-5%	4.3k	57.55	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$245k		2.5k	97.44	View chart
Duke Energy Corp Stock (DUK)	0.0	$243k	-35%	2.1k	114.01	View chart
Regions Financial Corp Stock (RF)	0.0	$240k		8.9k	26.88	View chart
Air Products And Chemicals Stock (APD)	0.0	$240k	NEW	863.00	278.23	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$240k		640.00	374.43	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$239k	+100%	2.8k	84.30	View chart
Uber Technologies Stock (UBER)	0.0	$237k	NEW	3.5k	68.51	View chart
Duolingo Inc Cl A Stock (DUOL)	0.0	$231k	NEW	1.6k	142.40	View chart
Cheniere Energy Stock (LNG)	0.0	$223k	NEW	827.00	269.03	View chart
Business First Bancshares Stock (BFST)	0.0	$219k	NEW	7.3k	30.09	View chart
Ebay Stock (EBAY)	0.0	$219k	-2%	2.1k	106.05	View chart
Appfolio Inc Com Cl A Stock (APPF)	0.0	$215k	NEW	1.1k	200.52	View chart
Coeur Mng Stock (CDE)	0.0	$213k	NEW	12k	17.60	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$213k		4.1k	51.87	View chart
Resmed Stock (RMD)	0.0	$209k	NEW	947.00	221.14	View chart
Stryker Corporation Stock (SYK)	0.0	$208k	NEW	754.00	275.39	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$205k	NEW	744.00	275.21	View chart
Sharonai Holdings Inc Com Cl A Stock (SHAZ)	0.0	$205k	NEW	3.8k	54.60	View chart
Ncino Stock (NCNO)	0.0	$204k	NEW	11k	18.13	View chart
Netflix Stock (NFLX)	0.0	$204k	NEW	2.9k	69.58	View chart
Hecla Mining Company Stock (HL)	0.0	$200k	NEW	12k	17.03	View chart
Runway Growth Finance Corp Stock (RWAY)	0.0	$186k		28k	6.62	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$154k		12k	12.63	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$134k		13k	10.49	View chart
Sportsmans Whse Hldgs Stock (SPWH)	0.0	$113k		100k	1.13	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.0	$80k		12k	6.82	View chart
Western Asset High Income Oppo Cef (HIO)	0.0	$39k		12k	3.26	View chart

Past Filings by Steel Grove Capital Advisors

SEC 13F filings are viewable for Steel Grove Capital Advisors going back to 2010

Steel Grove Capital Advisors 2026 Q3 filed Oct. 13, 2026
Steel Grove Capital Advisors 2026 Q2 filed July 28, 2026
Steel Grove Capital Advisors 2026 Q1 filed May 7, 2026
Steel Grove Capital Advisors 2025 Q4 filed Feb. 9, 2026
Steel Grove Capital Advisors 2025 Q3 filed Nov. 14, 2025
Steel Grove Capital Advisors 2025 Q2 filed July 30, 2025
Steel Grove Capital Advisors 2025 Q1 filed April 21, 2025
Steel Grove Capital Advisors 2024 Q4 filed Feb. 14, 2025
Steel Grove Capital Advisors 2024 Q3 filed Nov. 7, 2024
Steel Grove Capital Advisors 2024 Q1 filed May 15, 2024
Steel Grove Capital Advisors 2023 Q4 filed Jan. 18, 2024
Green Square Capital Advisors 2023 Q3 filed Oct. 10, 2023
Green Square Capital Advisors 2023 Q2 filed July 13, 2023
Green Square Capital Advisors 2023 Q1 filed April 14, 2023
Green Square Capital Advisors 2022 Q4 filed Feb. 15, 2023
Green Square Capital Advisors 2022 Q3 filed Oct. 31, 2022

View all past filings

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