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Monroe Cap shares owned by Sontag Advisory

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $55k 7.8k 7.02
2022-06-30 $126k 14k 9.03
2021-09-30 $134k 13k 10.38
2020-12-31 $113k 14k 8.00

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Monroe Cap

Brooklyn Capital Management
Caprock
William Blair $ Company
BlackRock
Sunbelt Securities
Almitas Capital
LaFleur & Godfrey
BI Asset Management Fondsmaeglerselskab A/S
Commonwealth Equity Services
Susquehanna International
Fiera Capital Corporation
SRS Capital Advisors
Kovitz Investment Group Partners
Virtus Investment Advisers
Magnolia Capital Advisors

View all funds holding Monroe Cap