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New Mountain Finance Corp shares owned by HB Wealth Management

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in New Mountain Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mountain Finance Corp held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mountain Finance Corp by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $934k 101k 9.21

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding New Mountain Finance Corp

LSV Asset Management
Van Eck Associates Corp.
Jpmorgan Chase & Co
UBS Group
Invesco
Dimension Capital Management Partners
HPM Partners
Muzinich & Co
CI Private Wealth
Legal & General Group
Sumitomo Mitsui Trust Holdings
BlackRock
Pathstone Holdings
Two Sigma Advisers
Ares Management

View all funds holding New Mountain Finance Corp