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Alpha Cubed Investments’s New Mountain Finance NMFC Stock Holding History

Alpha Cubed Investments’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$93.6K Buy
+10,164
New +$95.9K ﹤0.01% 294

Other funds holding NMFC

UBP
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Alpha Cubed Investments's NMFC Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in New Mountain Finance (NMFC) in Q4 2025: 10,164 shares worth $93.6K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Alpha Cubed Investments held 10,164 shares of New Mountain Finance worth $93.6K as of Q4 2025.
  • New Mountain Finance was a new Alpha Cubed Investments position in Q4 2025.
  • New Mountain Finance made up ﹤0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #294 holding.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.