SRS Capital Advisors »

Tcg Bdc shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by SRS Capital Advisors 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 Tcg Bdc by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0k 716 12.50
2025-06-30 $9.8k 716 13.68
2025-03-31 $12k 716 16.18

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
Rsm Us Wealth Management
Rivernorth Capital Management
Invesco
Two Sigma Investments
UBS Group
Mariner Wealth Advisors
Muzinich & Co
BlackRock
Two Sigma Advisers
Legal & General Group
Sumitomo Mitsui Trust Holdings
LSV Asset Management

View all funds holding Tcg Bdc