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Vertical Cap Income Fund shs ben int shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 10k 5.76
2020-03-31 $142k 17k 8.35

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Microsoft Corporation (MSFT)
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Amphenol Corp Cl A (APH)
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View all positions for Hrt Financial

Top funds holding Vertical Cap Income Fund shs ben int

Morgan Stanley
Cambridge Investment Research Advisors
Brooklyn Capital Management
J.w. Cole Advisors
Hancock Bank Trust Department
Jane Street
Cetera Investment Advisers
Arlington Capital Management
Thomas J. Herzfeld Advisors
Melfa Wealth Management
Pasadena Private Wealth
Citadel Advisors
Wedbush Morgan Securities
Advisor Group Holdings
H D Vest Advisory Services

View all funds holding Vertical Cap Income Fund shs ben int