Koshinski Asset Management
MRCC

Koshinski Asset Management’s Monroe Capital Corp MRCC Stock Holding History

Koshinski Asset Management’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
2026
Q1 		$186K Hold
40,400
– – 0.01% 716
2025
Q4 		$257K Hold
40,400
– – 0.02% 603
2025
Q3 		$284K Buy
40,400
+9,200
+29% +$63.2K 0.02% 584
2025
Q2 		$198K Hold
31,200
– – 0.02% 666
2025
Q1 		$243K Hold
31,200
– – 0.02% 545
2024
Q4 		$265M Hold
31,200
– – 0.02% 515
2024
Q3 		$252K Hold
31,200
– – 0.02% 528
2024
Q2 		$234K Buy
31,200
+11,300
+57% +$83.4K 0.02% 523
2024
Q1 		$143K Sell
19,900
-36,900
-65% -$268K 0.01% 560
2023
Q4 		$401K Buy
+56,800
New +$403K 0.06% 321

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Koshinski Asset Management's MRCC Position: Q1 2026 in Review

Koshinski Asset Management held its Monroe Capital Corp (MRCC) position steady in Q1 2026 at 40,400 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #716.

Koshinski Asset Management first reported a position in MRCC in Q4 2023 and has held it in 10 quarters since. The position peaked at $265M in Q4 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Koshinski Asset Management held 40,400 shares of Monroe Capital Corp worth $186K as of Q1 2026.
  • Koshinski Asset Management left its Monroe Capital Corp share count unchanged in Q1 2026.
  • Monroe Capital Corp made up 0.01% of Koshinski Asset Management's portfolio in Q1 2026, its #716 holding.
  • Koshinski Asset Management first reported a position in Monroe Capital Corp in Q4 2023 and has held it in 10 quarters since.
  • Koshinski Asset Management's Monroe Capital Corp position peaked at $265M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.