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Msc Income Fund shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Msc Income Fund

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

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Quarterly reported holdings in Msc Income Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $166k 13k 13.13

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Msc Income Fund

Sanders Morris Harris
Ares Management
BlackRock
Franklin Resources
Marshall Wace
LPL Financial
Legacy Wealth Managment
Millennium Management
Cambridge Investment Research Advisors
U.S. Capital Wealth Advisors
Cetera Investment Advisers
J.w. Cole Advisors
Diversify Advisory Services
Advisor Group Holdings
Sigma Planning

View all funds holding Msc Income Fund