Efficient Wealth Management »

Crescent Capital Bdc shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Crescent Capital Bdc (CCAP) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Crescent Capital Bdc

Tip: Access up to 7 years of quarterly data

All positions including Crescent Capital Bdc held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Crescent Capital Bdc by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 327 12.23
2025-09-30 $4.0k 317 12.62
2025-06-30 $4.0k 308 12.99
2024-12-31 $5.0k 300 16.67

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Crescent Capital Bdc

Texas County & District Retirement System
Fidelity National Financial
Blackstone Group
Sun Life Financial
Invesco
Ares Management
Franklin Resources
Brooklyn Capital Management
Mariner Wealth Advisors
Almitas Capital
Colony
Condor Capital Management
Two Sigma Investments
Aspen Grove Capital
Two Sigma Advisers

View all funds holding Crescent Capital Bdc