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Vertical Cap Income Fund shs ben int shares owned by Cura Wealth Advisors

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

Historical chart of Cura Wealth Advisors investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Cura Wealth Advisors 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 Cura Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $168k 36k 4.69

More positions owned by Cura Wealth Advisors

Abbvie (ABBV)
Fs Kkr Capital Corp (FSK)
Abbott Laboratories (ABT)
Apollo Commercial Real Est. Finance (ARI)
Midcap Financial Invstmnt Com New (MFIC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Granite Pt Mtg Tr Com Stk (GPMT)
Ares Coml Real Estate (ACRE)
Accenture Plc Ireland Shs Class A (ACN)
Blackstone Mtg Tr Com Cl A (BXMT)
Nuveen Insured Tax-Free Adv Munici (NEA)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)

View all positions for Cura Wealth Advisors

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
Jane Street
Cetera Investment Advisers
Melfa Wealth Management
Cura Wealth Advisors
Thomas J. Herzfeld Advisors
Pasadena Private Wealth
Citadel Advisors
Wedbush Morgan Securities
Advisor Group Holdings
Freestate Advisors
Walkner Condon Financial Advisors

View all funds holding Vertical Cap Income Fund shs ben int