Assetmark »

Stellus Capital Investment shares owned by Assetmark

Quarter-by-quarter ownership of Stellus Capital Investment (SCM) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

All positions including Stellus Capital Investment held by Assetmark consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stellus Capital Investment by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 1.2k 13.06

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Assetmark

Top funds holding Stellus Capital Investment

Two Sigma Advisers
CI Private Wealth
Raymond James Financial
Two Sigma Investments
Muzinich & Co
Ethos Financial Group
Condor Capital Management
BlackRock
Legal & General Group
Sumitomo Mitsui Trust Holdings
Morgan Stanley
Sunbelt Securities
Advisors Asset Management
Icon Wealth Advisors
Inspire Advisors

View all funds holding Stellus Capital Investment