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Monroe Cap shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $237k 24k 9.80
2025-12-31 $238k 24k 9.98

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Vanguard Index Fds Value Etf (VTV)
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View all positions for Capital Performance Advisors

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