AL
MRCC

Aspiriant LLC’s Monroe Capital Corp MRCC Stock Holding History

Aspiriant LLC’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,000
Closed -$121K – 310
2025
Q2 		$121K Buy
19,000
+5,000
+36% +$33.5K ﹤0.01% 308
2025
Q1 		$109K Buy
14,000
+1,000
+8% +$8.34K ﹤0.01% 287
2024
Q4 		$111K Buy
13,000
+2,000
+18% +$16.5K ﹤0.01% 286
2024
Q3 		$88.9K Hold
11,000
– – ﹤0.01% 289
2024
Q2 		$83.7K Hold
11,000
– – ﹤0.01% 278
2024
Q1 		$79.2K Hold
11,000
– – ﹤0.01% 313
2023
Q4 		$77.7K Hold
11,000
– – ﹤0.01% 304
2023
Q3 		$82K Hold
11,000
– – ﹤0.01% 276
2023
Q2 		$90K Hold
11,000
– – ﹤0.01% 277
2023
Q1 		$84.2K Hold
11,000
– – ﹤0.01% 270
2022
Q4 		$93.9K Buy
11,000
+1,000
+10% +$8.21K ﹤0.01% 271
2022
Q3 		$72K Hold
10,000
– – ﹤0.01% 258
2022
Q2 		$90K Buy
+10,000
New +$100K ﹤0.01% 268

Other funds holding MRCC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aspiriant LLC's MRCC Position: Q3 2025 in Review

Aspiriant LLC sold out of Monroe Capital Corp (MRCC) in Q3 2025, closing a stake of 19,000 shares — an estimated $121K sold.

Aspiriant LLC first reported a position in MRCC in Q2 2022 and held it in 13 quarters. The position peaked at $121K in Q2 2025. 84 funds tracked by Wall St. Rank hold MRCC as of Q3 2025.

  • Aspiriant LLC reported no remaining Monroe Capital Corp position as of Q3 2025 after selling out during the quarter.
  • Aspiriant LLC sold 19,000 Monroe Capital Corp shares in Q3 2025, an estimated $121K.
  • Aspiriant LLC first reported a position in Monroe Capital Corp in Q2 2022 and held it in 13 quarters.
  • Aspiriant LLC's Monroe Capital Corp position peaked at $121K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.