Crewe Advisors »

Stellus Capital Investment shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

All positions including Stellus Capital Investment held by Crewe Advisors 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 770 13.06
2025-06-30 $11k 751 13.94
2025-03-31 $11k 750 14.00
2024-12-31 $10k 750 13.76

More positions owned by Crewe Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Tesla Motors (TSLA)

View all positions for Crewe Advisors

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