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Capital Southwest Corporation shares owned by Tcfg Wealth Management

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

Historical chart of Tcfg Wealth Management investment in Capital Southwest Corporation

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

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Quarterly reported holdings in Capital Southwest Corporation by Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $214k 9.8k 21.82
2024-09-30 $248k 9.8k 25.29

More positions owned by Tcfg Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Visa Com Cl A (V)
Chevron Corporation (CVX)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Global Cr Etf (DGCB)
Franco-Nevada Corporation (FNV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Tcfg Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Balyasny Asset Management
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
Asset Management Investors
Punch & Associates Investment Management
Sound Income Strategies
Beacon Pointe Advisors
Harbor Capital Advisors
Tectonic Advisors
Melia Wealth
Legal & General Group
First Manhattan
Millennium Management

View all funds holding Capital Southwest Corporation