Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 56.88% of Steel Grove Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, DSTL, DINO, AVT, VYMI, SIRI, DD, D, SON, EMN.
Started 35 new stock positions in BZAI, DINO, BSY, KNSL, TW, EXEL, VSDB, CPRT, ROP, AMLP.
Reduced shares in these 10 stocks: VONV, IWD, VYM, FANG, CSCO, DUK, OMC, IVV, NOK, KMT.
Sold out of its positions in ADBE, ANET, CPRX, CRWV, EXC, GMED, HCI, IWF, HDV, OMC. PANW, RRBI, XLE, NOW, USLM, UTHR, ZM.
Steel Grove Capital Advisors was a net buyer of stock by $22M.
Steel Grove Capital Advisors has $949M in assets under management (AUM), dropping by -1.42%.
Central Index Key (CIK): 0001166308

Tip: Access up to 7 years of quarterly data

Positions held by Green Square Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Steel Grove Capital Advisors

Steel Grove Capital Advisors holds 218 positions in its portfolio as reported in the March 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	$217M		364k	597.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	15.7	$149M		258k	577.18	View chart
Nvidia Corporation Stock (NVDA)	8.6	$81M		467k	174.40	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	5.6	$53M		185k	287.56	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	4.1	$39M		85k	463.19	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	3.8	$36M	+6%	620k	57.88	View chart
Meta Platforms Inc Cl A Stock (META)	2.6	$25M		43k	572.13	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.8	$17M		453k	38.42	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.8	$17M	-5%	26k	653.21	View chart
Angel Oak Ultrashort Income Etf Etf (UYLD)	1.5	$14M		273k	51.03	View chart
Goldman Sachs Group Stock (GS)	1.3	$12M		14k	845.98	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	1.1	$10M	+3%	199k	50.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$9.8M		20k	479.20	View chart
Apple Stock (AAPL)	0.9	$8.7M		34k	253.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$6.9M		108k	64.08	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$6.9M	+2%	41k	169.66	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.7	$6.8M		348k	19.53	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.7	$6.7M	-6%	73k	91.77	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$6.7M		23k	294.17	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$5.4M	+17%	28k	191.92	View chart
Amazon Stock (AMZN)	0.5	$5.2M	+4%	25k	208.27	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.5	$5.0M	-5%	106k	47.72	View chart
Enterprise Prods Partners Stock Put Option (EPD)	0.4	$4.2M		110k	37.84	View chart
Aflac Stock (AFL)	0.4	$4.1M		38k	109.71	View chart
Coca Cola Stock (KO)	0.4	$3.8M		50k	76.05	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$3.8M		5.4k	697.75	View chart
Microsoft Corp Stock (MSFT)	0.4	$3.6M	+3%	9.8k	370.16	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$3.5M		12k	286.87	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$3.5M		5.4k	650.33	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.4	$3.5M		44k	79.90	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$3.2M	+9%	43k	73.64	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$3.2M	+5%	94k	33.53	View chart
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)	0.3	$3.2M	-9%	62k	50.97	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.3	$3.2M	-6%	26k	120.04	View chart
Vaneck Oil Services Etf Etf (OIH)	0.3	$2.8M		7.0k	404.22	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$2.6M	-3%	29k	90.53	View chart
Chevron Corporation Stock (CVX)	0.3	$2.6M	+5%	13k	206.91	View chart
Merck & Co Stock (MRK)	0.3	$2.6M		22k	120.29	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$2.5M	-6%	4.0k	616.68	View chart
At&t Stock (T)	0.3	$2.4M	+26%	84k	28.99	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$2.4M	+435%	25k	94.24	View chart
Target Corp Stock (TGT)	0.2	$2.1M	+203%	17k	121.20	View chart
Verizon Communications Stock (VZ)	0.2	$2.1M	+15%	42k	50.20	View chart
Oneok Stock (OKE)	0.2	$2.0M	-4%	23k	90.39	View chart
Viatris Stock (VTRS)	0.2	$2.0M	-17%	150k	13.51	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.0M		33k	60.65	View chart
Nokia Corp Adr Call Option (NOK)	0.2	$2.0M	-30%	250k	8.04	View chart
Evergy Stock (EVRG)	0.2	$2.0M	+5%	25k	81.92	View chart
Ford Mtr Stock (F)	0.2	$2.0M		173k	11.54	View chart
Hf Sinclair Corp Stock (DINO)	0.2	$2.0M	NEW	32k	62.39	View chart
Paccar Stock (PCAR)	0.2	$2.0M		17k	115.50	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$2.0M		102k	19.30	View chart
Pfizer Stock (PFE)	0.2	$2.0M	+9%	70k	28.08	View chart
Avnet Stock (AVT)	0.2	$1.9M	NEW	32k	61.62	View chart
Eversource Energy Stock (ES)	0.2	$1.9M	+7%	27k	69.28	View chart
Altria Group Stock (MO)	0.2	$1.9M	+7%	28k	65.99	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.2	$1.9M	+4%	20k	92.27	View chart
Dillards Inc Cl A Stock (DDS)	0.2	$1.8M	+4%	3.2k	572.11	View chart
Sonoco Prods Stock (SON)	0.2	$1.8M	+519%	34k	54.09	View chart
Broadcom Stock (AVGO)	0.2	$1.8M	+5%	5.8k	309.50	View chart
Siriusxm Holdings Stock (SIRI)	0.2	$1.8M	NEW	78k	23.08	View chart
Ugi Corp Stock (UGI)	0.2	$1.8M	+8%	49k	36.42	View chart
Franklin Resources Stock (BEN)	0.2	$1.8M	+6%	76k	23.62	View chart
Texas Instrs Stock (TXN)	0.2	$1.8M	+8%	9.2k	194.14	View chart
Eastman Chem Stock (EMN)	0.2	$1.8M	+567%	23k	76.32	View chart
Kennametal Stock (KMT)	0.2	$1.8M	-27%	49k	36.13	View chart
Dupont De Nemours Stock (DD)	0.2	$1.8M	NEW	38k	45.80	View chart
Us Bancorp Stock (USB)	0.2	$1.8M	+9%	34k	52.01	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.2	$1.8M		5.6k	313.81	View chart
Dominion Energy Stock (D)	0.2	$1.7M	NEW	28k	61.82	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.2	$1.7M	+4%	33k	50.84	View chart
Prudential Finl Stock (PRU)	0.2	$1.7M	+13%	17k	97.69	View chart
Best Buy Stock (BBY)	0.2	$1.7M	+8%	26k	64.20	View chart
Skyworks Solutions Stock (SWKS)	0.2	$1.6M	+379%	31k	53.55	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$1.6M	+44%	18k	91.64	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$1.6M	+540%	56k	28.71	View chart
Price T Rowe Group Stock (TROW)	0.2	$1.6M	+13%	18k	90.14	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$1.6M		4.3k	367.47	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$1.5M	-4%	6.1k	248.00	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.2	$1.5M	+313%	15k	98.38	View chart
HP Stock (HPQ)	0.2	$1.5M	+545%	79k	19.21	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.2	$1.5M		6.0k	250.58	View chart
Kraft Heinz Stock (KHC)	0.2	$1.5M	+485%	67k	22.49	View chart
Agnico Eagle Mines Stock (AEM)	0.2	$1.4M		7.1k	202.98	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.4M	NEW	2.00	718140.00	View chart
Targa Res Corp Stock (TRGP)	0.2	$1.4M		5.7k	250.73	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$1.4M	NEW	14k	106.01	View chart
Ftai Aviation Stock (FTAI)	0.1	$1.4M		5.8k	245.00	View chart
Sylvamo Corp Stock (SLVM)	0.1	$1.4M	+383%	33k	42.24	View chart
Williams Cos Stock (WMB)	0.1	$1.4M		19k	72.78	View chart
General Mills Stock (GIS)	0.1	$1.3M	+25%	35k	37.22	View chart
Arm Holdings Adr (ARM)	0.1	$1.3M		8.7k	151.28	View chart
Barings Bdc Cef (BBDC)	0.1	$1.3M	+28%	158k	8.23	View chart
Business First Bancshares Stock (BFST)	0.1	$1.3M	NEW	48k	27.04	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$1.3M	-13%	6.5k	198.14	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.1	$1.3M		19k	65.97	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$1.2M		27k	45.62	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$1.2M	+200%	30k	39.73	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.2M		3.9k	302.25	View chart
Whirlpool Corp Stock (WHR)	0.1	$1.1M	+533%	21k	53.92	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.1M		12k	92.28	View chart
Investar Holding Corp Stock (ISTR)	0.1	$1.1M	-10%	42k	27.27	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.1	$1.1M		12k	90.67	View chart
Akre Focus Etf Etf (AKRE)	0.1	$1.1M	-13%	20k	52.85	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.0M		8.4k	124.31	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$998k		10k	99.27	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.1	$992k	+4%	8.5k	116.29	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.1	$987k		44k	22.33	View chart
Spdr Gold Shares Etf (GLD)	0.1	$960k	-15%	2.2k	430.29	View chart
Lumen Technologies Stock (LUMN)	0.1	$888k		128k	6.95	View chart
Home Depot Stock (HD)	0.1	$841k	-3%	2.6k	328.85	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$835k	+3%	838.00	996.78	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.1	$818k	+185%	2.5k	321.40	View chart
Visa Inc Com Cl A Stock (V)	0.1	$809k	+5%	2.7k	302.20	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$806k	-82%	5.4k	148.11	View chart
Oaktree Specialty Lending Cef (OCSL)	0.1	$797k	+68%	71k	11.30	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$775k	+25%	9.0k	86.14	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$770k	+2%	16k	49.69	View chart
Goldman Sachs Bdc Cef (GSBD)	0.1	$751k	+65%	85k	8.88	View chart
Abbvie Stock (ABBV)	0.1	$712k		3.3k	217.46	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.1	$691k		5.7k	122.12	View chart
Cisco Sys Stock (CSCO)	0.1	$679k	-72%	8.8k	77.59	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.1	$658k	+3%	8.9k	73.94	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$656k		1.3k	499.66	View chart
Travelers Companies Stock (TRV)	0.1	$648k		2.2k	291.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$629k	-85%	2.9k	213.67	View chart
Eli Lilly & Co Stock (LLY)	0.1	$601k	+8%	653.00	920.06	View chart
Blackrock Stock (BLK)	0.1	$599k	NEW	623.00	961.71	View chart
Defiance Large Cap Ex-mag 7 Etf Etf (XMAG)	0.1	$578k	NEW	26k	22.22	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.1	$567k	NEW	6.6k	86.41	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$560k	-87%	6.0k	93.74	View chart
Diamondback Energy Stock (FANG)	0.1	$553k	-76%	2.8k	197.79	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.1	$550k		1.6k	343.99	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$549k	NEW	11k	50.37	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$547k		2.9k	189.59	View chart
Motley Fool Capital Efficiency 100 Index Etf Etf (TMFE)	0.1	$524k		19k	27.23	View chart
Southern Copper Corp Stock (SCCO)	0.1	$505k		2.9k	172.06	View chart
Intuitive Surgical Stock (ISRG)	0.1	$501k	-3%	1.1k	460.99	View chart
United Rentals Stock (URI)	0.1	$494k		678.00	728.56	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$482k		2.4k	198.29	View chart
Fedex Corp Stock (FDX)	0.0	$459k	-3%	1.3k	356.10	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$457k		7.0k	64.97	View chart
Oracle Corp Stock (ORCL)	0.0	$456k	+5%	3.1k	147.11	View chart
Credo Technology Group Holding Ordinary Shares Stock (CRDO)	0.0	$444k	+83%	4.7k	93.87	View chart
Mckesson Corp Stock (MCK)	0.0	$440k		509.00	865.05	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$435k	+28%	885.00	491.53	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$433k		1.3k	337.95	View chart
Duke Energy Corp Stock (DUK)	0.0	$432k	-78%	3.3k	130.94	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$426k		4.0k	106.50	View chart
Conocophillips Stock (COP)	0.0	$417k	-6%	3.2k	132.00	View chart
Vaneck Onchain Economy Etf Etf (NODE)	0.0	$412k	-9%	13k	32.37	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$405k		2.3k	173.04	View chart
Wells Fargo & Co Stock (WFC)	0.0	$392k		4.9k	79.61	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$385k	-8%	2.6k	146.28	View chart
Nextnav Stock (NN)	0.0	$382k	+6%	24k	16.02	View chart
Marathon Pete Corp Stock (MPC)	0.0	$372k		1.5k	244.11	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$362k		3.4k	106.15	View chart
Homebancorp Stock (HBCP)	0.0	$355k		5.9k	60.58	View chart
Corning Stock (GLW)	0.0	$347k		2.6k	135.98	View chart
Vanguard Short Duration Bond Etf Etf (VSDB)	0.0	$343k	NEW	4.5k	76.25	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$342k	NEW	1.2k	287.18	View chart
Citigroup Stock (C)	0.0	$341k		3.0k	113.41	View chart
Walmart Stock (WMT)	0.0	$333k	+21%	2.7k	124.28	View chart
Dorian Lpg Ltd Shs Usd Stock (LPG)	0.0	$316k	NEW	9.2k	34.20	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$305k		5.3k	57.07	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$295k		3.1k	93.98	View chart
Cardinal Health Stock (CAH)	0.0	$291k	+19%	1.4k	211.32	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$290k		2.3k	127.73	View chart
Fb Finl Corp Stock (FBK)	0.0	$288k		5.5k	51.94	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$285k		3.6k	79.06	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$282k		5.3k	52.96	View chart
Archer Daniels Midland Stock (ADM)	0.0	$281k		3.9k	72.69	View chart
Permian Resources Corp Class A Stock (PR)	0.0	$280k		13k	21.32	View chart
Pepsico Stock (PEP)	0.0	$280k	+11%	1.8k	155.29	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$275k		2.8k	97.91	View chart
Fortinet Stock (FTNT)	0.0	$272k	NEW	3.3k	81.72	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.0	$269k		10k	25.88	View chart
Invesco Currencyshares British Pound Sterling Trust Etf (FXB)	0.0	$266k		2.1k	127.35	View chart
First Horizon Corporation Stock (FHN)	0.0	$261k		12k	22.76	View chart
Roper Technologies Stock (ROP)	0.0	$260k	NEW	734.00	353.86	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$259k		15k	17.32	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$259k		3.1k	84.44	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	0.0	$258k	NEW	5.5k	47.15	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.0	$254k	NEW	6.1k	41.81	View chart
Tradeweb Mkts Inc Cl A Stock (TW)	0.0	$252k	NEW	2.1k	117.64	View chart
Amgen Stock (AMGN)	0.0	$250k		709.00	351.85	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$243k	NEW	3.0k	80.05	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$242k	NEW	3.6k	67.53	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$241k	NEW	707.00	341.45	View chart
Stryker Corporation Stock (SYK)	0.0	$237k	+14%	722.00	328.48	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$236k	-7%	900.00	261.91	View chart
Cheniere Energy Stock (LNG)	0.0	$235k	NEW	829.00	283.76	View chart
Exelixis Stock (EXEL)	0.0	$234k	NEW	5.5k	42.89	View chart
Regions Financial Corp Stock (RF)	0.0	$234k		8.9k	26.12	View chart
Cal Maine Foods Stock (CALM)	0.0	$233k	NEW	2.9k	79.15	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$231k		2.5k	92.73	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$225k	-4%	3.8k	58.54	View chart
Abbott Laboratories Stock (ABT)	0.0	$225k		2.2k	102.67	View chart
Napco Sec Technologies Stock (NSSC)	0.0	$221k	-4%	5.6k	39.39	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$218k	NEW	2.8k	78.71	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$216k	NEW	4.1k	52.64	View chart
Salesforce Stock (CRM)	0.0	$212k	NEW	1.1k	186.70	View chart
Enbridge Stock (ENB)	0.0	$207k	NEW	3.8k	54.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$205k		640.00	320.97	View chart
Copart Stock (CPRT)	0.0	$205k	NEW	6.2k	33.20	View chart
Uber Technologies Stock (UBER)	0.0	$205k	-19%	2.9k	71.93	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.0	$204k	NEW	5.8k	35.12	View chart
PTC Stock (PTC)	0.0	$203k	NEW	1.4k	142.49	View chart
Runway Growth Finance Corp Stock (RWAY)	0.0	$182k	NEW	27k	6.87	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$155k	+17%	12k	12.66	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$141k	+18%	13k	11.06	View chart
Sportsmans Whse Hldgs Stock (SPWH)	0.0	$141k		100k	1.41	View chart
Neuberger Engy Infrstr & Inc Cef (NML)	0.0	$119k		11k	10.51	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.0	$88k		12k	7.54	View chart
Butterfly Network Inc Com Cl A Stock (BFLY)	0.0	$61k		15k	4.04	View chart
Blaize Hldgs Stock (BZAI)	0.0	$46k	NEW	25k	1.82	View chart
Western Asset High Income Oppo Cef (HIO)	0.0	$44k		12k	3.63	View chart
Upland Software Stock (UPLD)	0.0	$9.6k		14k	0.67	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 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
Green Square Capital Advisors 2022 Q2 filed July 20, 2022
Green Square Capital Advisors 2022 Q1 filed May 5, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z