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Msc Income Fund shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 30k 13.14
2025-09-30 $215k 16k 13.13

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon Wealth Management

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund