Belpointe Asset Management »

Capital Southwest Corporation shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Belpointe Asset 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 Capital Southwest Corporation by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $522k 24k 22.15
2023-03-31 $27k 1.5k 17.77
2022-12-31 $34k 2.0k 17.10
2019-12-31 $238k 12k 20.75
2019-09-30 $383k 18k 21.79

More positions owned by Belpointe Asset Management

Servicenow (NOW)
SPDR S&P 500 Etf (SPY)
Invesco Qqq Tr Etf (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Anydrus Advantage Etf Etf (NDOW)
Collaborative Investmnt Ser Etf (PLGI)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Etf (NELS)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard Index Fds Etf (VOO)
Amazon (AMZN)
Vanguard Index Fds Etf (VUG)

View all positions for Belpointe Asset Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Two Sigma Investments
Sound Income Strategies
UBS Group
Melia Wealth
Muzinich & Co
Cetera Investment Advisers
BlackRock
Legal & General Group
Envestnet Asset Management
Columbus Macro
Epiq Partners
Sumitomo Mitsui Trust Holdings
Raymond James Financial

View all funds holding Capital Southwest Corporation