HCC
GBDC icon

Hirtle Callaghan & Co’s Golub Capital BDC GBDC Stock Holding History

Hirtle Callaghan & Co’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 25
2025
Q4 		– Hold
0
– – – 22
2025
Q3 		– Hold
0
– – – 23
2025
Q2 		– Hold
0
– – – 22
2025
Q1 		– Hold
0
– – – 23
2024
Q4 		– Hold
0
– – – 25
2024
Q3 		– Hold
0
– – – 26
2024
Q2 		– Hold
0
– – – 28
2024
Q1 		– Sell
-859,639
Closed -$13.4M – 24
2023
Q4 		$13M Buy
859,639
+34,842
+4% +$512K 0.59% 26
2023
Q3 		$12.1M Sell
824,797
-17,165
-2% -$243K 0.6% 25
2023
Q2 		$11.4M Buy
841,962
+114,415
+16% +$1.52M 0.54% 26
2023
Q1 		$9.87M Buy
727,547
+86,890
+14% +$1.17M 0.49% 28
2022
Q4 		$8.43M Buy
640,657
+26,554
+4% +$350K 0.52% 26
2022
Q3 		$7.61M Buy
614,103
+79,075
+15% +$1.08M 0.54% 26
2022
Q2 		$6.93M Buy
535,028
+4,833
+0.9% +$69.2K 0.41% 24
2022
Q1 		$8.06M Buy
530,195
+94,039
+22% +$1.46M 0.39% 21
2021
Q4 		$6.73M Buy
+436,156
New +$6.75M 0.34% 21
2021
Q3 		– Hold
0
– – – 20
2021
Q2 		– Hold
0
– – – 20
2021
Q1 		– Hold
0
– – – 21

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Hirtle Callaghan & Co's GBDC Position: Q1 2026 in Review

Hirtle Callaghan & Co held its Golub Capital BDC (GBDC) position steady in Q1 2026 at 0 shares worth $12.9M. The position accounts for 0.44% of the portfolio, ranked #25.

Hirtle Callaghan & Co first reported a position in GBDC in Q4 2021 and has held it in 9 quarters since. The position peaked at $13M in Q4 2023. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Hirtle Callaghan & Co held 0 shares of Golub Capital BDC worth $12.9M as of Q1 2026.
  • Hirtle Callaghan & Co left its Golub Capital BDC share count unchanged in Q1 2026.
  • Golub Capital BDC made up 0.44% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #25 holding.
  • Hirtle Callaghan & Co first reported a position in Golub Capital BDC in Q4 2021 and has held it in 9 quarters since.
  • Hirtle Callaghan & Co's Golub Capital BDC position peaked at $13M in Q4 2023.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.