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Capital Southwest Corporation shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 1.9k 24.96
2023-12-31 $47k 2.0k 23.70

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SPDR S&P 500 Tr Unit (SPY)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
SPDR Dow Jones Industrial Average ETF Ut Ser 1 (DIA)
iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Mo (BIL)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
Metropcs Communications (TMUS)
Paccar (PCAR)
Cintas Corporation (CTAS)
Cdw (CDW)
Cadence Design Systems (CDNS)
Intuit (INTU)

View all positions for USA Financial Portformulas

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