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Capital Southwest Corporation shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 516k 22.12

More positions owned by Panoramic Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ultra Short Dur (ICSH)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Ene (XLE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Panoramic Investment Advisors

Top funds holding Capital Southwest Corporation

Two Sigma Investments
Van Eck Associates Corp.
Sanders Morris Harris
Sound Income Strategies
UBS Group
Empowered Funds
Melia Wealth
Cetera Investment Advisers
Legal & General Group
Muzinich & Co
Envestnet Asset Management
Columbus Macro
Franklin Resources
Epiq Partners
Sumitomo Mitsui Trust Holdings

View all funds holding Capital Southwest Corporation