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Monroe Cap shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Monroe Cap by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $73k 11k 6.37
2025-09-30 $87k 12k 7.02

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C Put Option (GOOG)
Tesla Motors Put Option (TSLA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Mission Wealth Management

Top funds holding Monroe Cap

Almitas Capital
Brooklyn Capital Management
Caprock
William Blair $ Company
Quadrant Capital
BlackRock
Sunbelt Securities
Colony
Yakira Capital Management
LaFleur & Godfrey
Commonwealth Equity Services
Fiera Capital Corporation
SRS Capital Advisors
Virtus Investment Advisers
Susquehanna International

View all funds holding Monroe Cap