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Home > Institutional Investor > Sound Income Strategies, Llc > Profile

Instuitional Investor - Sound Income Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Sound Income Strategies, Llc
Portfolio Value $2,242,290,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Hercules Capital Inc.
 HTGC 3,777,695 $62,520,854 2.79%
2.
Ares Capital Corp
 ARCC 3,195,050 $59,875,244 2.67%
3.
Blue Owl Capital Corp
 OBDC 5,549,823 $56,441,697 2.52%
4.
Sixth Street Specialty Lending Inc.
 TSLX 2,500,571 $43,935,038 1.96%
5.
Fidus Investment Corp
 FDUS 2,193,829 $41,880,192 1.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.