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Msc Income Fund shares owned by Sherman Porfolios

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Sherman Porfolios from 13F filings

Historical chart of Sherman Porfolios investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Sherman Porfolios consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Sherman Porfolios

Quarter filed Position value Share count Share price at filing
2026-03-31 $171k 14k 12.18

More positions owned by Sherman Porfolios

Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Bd Index Fds Intermed Term (BIV)
Select Sector Spdr Tr State Street Ene (XLE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Phillips 66 (PSX)

View all positions for Sherman Porfolios

Top funds holding Msc Income Fund

Sanders Morris Harris
Two Sigma Investments
Ares Management
UBS Group
Franklin Resources
LPL Financial
North Ground Capital
Marshall Wace
Cetera Investment Advisers
Cambridge Investment Research Advisors
Centaurus Financial
Sigma Planning
Alpine Partners VI
BlackRock
FJ Capital Management

View all funds holding Msc Income Fund