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Blackstone Secd Lending shares owned by Caldwell Trust

Quarter-by-quarter ownership of Blackstone Secd Lending (BXSL) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Blackstone Secd Lending

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All positions including Blackstone Secd Lending held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackstone Secd Lending by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 47k 26.07

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Blackstone Secd Lending

Morgan Stanley
Nomura Asset Management
Northeast Financial Consultants
CI Private Wealth
Blackstone Group
Van Eck Associates Corp.
CCLA Investment Management
UBS Group
Generali Asset Management SPA SGR
Ensign Peak Advisors
Wells Fargo & Company
Royal Bank of Canada
Creative Planning
Sound Income Strategies
Jpmorgan Chase & Co

View all funds holding Blackstone Secd Lending