Grimes & Company »

Capital Southwest Corporation shares owned by Grimes & Company

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 13k 21.86
2025-06-30 $293k 13k 22.04
2025-03-31 $415k 19k 22.32

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Broad Usd High (USHY)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Nuveen Ice High (HYMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Grimes & Company

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation