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Stellus Capital Investment shares owned by Harbor Asset Planning

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

Historical chart of Harbor Asset Planning investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stellus Capital Investment by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 300 13.06

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

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