CPA
OTF

Capital Planning Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Capital Planning Advisors’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Buy
+17,829
New +$227K 0.03% 141

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Planning Advisors's OTF Position: Q1 2026 in Review

Capital Planning Advisors opened a new position in Blue Owl Technology Finance Corp (OTF) in Q1 2026: 17,829 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • Capital Planning Advisors held 17,829 shares of Blue Owl Technology Finance Corp worth $221K as of Q1 2026.
  • Blue Owl Technology Finance Corp was a new Capital Planning Advisors position in Q1 2026.
  • Blue Owl Technology Finance Corp made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #141 holding.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.