Chilton Capital Management’s Stellus Capital Investment Corp SCM Stock Holding History

Chilton Capital Management’s Portfolio SCM Stock Details SCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.6K	Buy	9,218 +1,618	+21%	+$14.8K	﹤0.01%	304
2026 Q1	$70K	Hold	7,600	–	–	﹤0.01%	306
2025 Q4	$96.4K	Hold	7,600	–	–	﹤0.01%	293
2025 Q3	$99.3K	Hold	7,600	–	–	﹤0.01%	298
2025 Q2	$106K	Sell	7,600 -809	-10%	-$10.7K	﹤0.01%	274
2025 Q1	$118K	Buy	8,409 +809	+11%	+$11.7K	0.01%	260
2024 Q4	$105K	Hold	7,600	–	–	﹤0.01%	265
2024 Q3	$104K	Hold	7,600	–	–	﹤0.01%	283
2024 Q2	$104K	Buy	7,600 +1,000	+15%	+$13.8K	﹤0.01%	284
2024 Q1	$86.3K	Hold	6,600	–	–	﹤0.01%	295
2023 Q4	$84.8K	Hold	6,600	–	–	﹤0.01%	304
2023 Q3	$89.8K	Sell	6,600 -10,420	-61%	-$149K	0.01%	273
2023 Q2	$239K	Buy	17,020 +10,420	+158%	+$148K	0.01%	210
2023 Q1	$93K	Buy	+6,600	New	+$95.3K	0.01%	285

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Chilton Capital Management's SCM Position: Q2 2026 in Review

Chilton Capital Management increased its Stellus Capital Investment Corp (SCM) stake by 21% in Q2 2026, buying an estimated $14.8K and bringing the position to 9,218 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Chilton Capital Management first reported a position in SCM in Q1 2023 and has held it in 14 quarters since. The position peaked at $239K in Q2 2023. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Chilton Capital Management held 9,218 shares of Stellus Capital Investment Corp worth $77.6K as of Q2 2026.
Chilton Capital Management bought 1,618 Stellus Capital Investment Corp shares in Q2 2026, an estimated $14.8K.
Stellus Capital Investment Corp made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #304 holding.
Chilton Capital Management first reported a position in Stellus Capital Investment Corp in Q1 2023 and has held it in 14 quarters since.
Chilton Capital Management's Stellus Capital Investment Corp position peaked at $239K in Q2 2023.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.