Brian McDonald »

Vertical Cap Income Fund shs ben int shares owned by Brian McDonald

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Vertical Cap Income Fund shs ben int

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All positions including Vertical Cap Income Fund shs ben int held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $75 16 4.69

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Brooklyn Capital Management
J.w. Cole Advisors
Hancock Bank Trust Department
Thomas J. Herzfeld Advisors
Almitas Capital
Cetera Investment Advisers
GatePass Capital
Melfa Wealth Management
Marex Group
Jane Street
Cura Wealth Advisors
Kovack Advisors
BlackRock
Pasadena Private Wealth

View all funds holding Vertical Cap Income Fund shs ben int