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Monroe Cap shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4k 1.4k 4.60

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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Neos Nasdaq 100 High Income Etf Etf (QQQI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Netflix Stock (NFLX)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Exxon Mobil Corp Stock (XOM)
Eli Lilly & Co Stock (LLY)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Aventura Private Wealth

Top funds holding Monroe Cap

Almitas Capital
Morgan Stanley
Brooklyn Capital Management
Caprock
Quadrant Capital
Caz Investments
Colony
LaFleur & Godfrey
Sunbelt Securities
Oppenheimer & Co
Commonwealth Equity Services
BlackRock
Fiera Capital Corporation
UBS Group
SRS Capital Advisors

View all funds holding Monroe Cap