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Capital Southwest Corporation shares owned by Core Wealth Partners

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 12k 24.96
2023-12-31 $273k 12k 23.70
2023-09-30 $264k 12k 22.90
2023-06-30 $227k 12k 19.72
2023-03-31 $205k 12k 17.78
2022-12-31 $197k 12k 17.10

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation