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New Mountain Finance Corp shares owned by Merit Financial Group

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in New Mountain Finance Corp

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All positions including New Mountain Finance Corp held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mountain Finance Corp by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 260k 12.70
2023-09-30 $1.0M 79k 12.95

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

Top funds holding New Mountain Finance Corp

HPM Partners
Allspring Global Investments Holdings
HighTower Advisors
LSV Asset Management
Morgan Stanley
Van Eck Associates Corp.
Jpmorgan Chase & Co
Two Sigma Investments
Dimension Capital Management Partners
Two Sigma Advisers
Palisade Capital Management
Legal & General Group
Brandywine Global Investment Management
Bank of America Corporation
Millennium Management

View all funds holding New Mountain Finance Corp