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MTM Investment Management’s Golub Capital BDC GBDC Stock Holding History

MTM Investment Management’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
Q2 		$36.1K Hold
2,800
– – 0.01% 389
2026
Q1 		$35.4K Hold
2,800
– – 0.01% 372
2025
Q4 		$38K Hold
2,800
– – 0.01% 370
2025
Q3 		$38.3K Hold
2,800
– – 0.01% 374
2025
Q2 		$41K Buy
+2,800
New +$40.8K 0.01% 356

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTM Investment Management's GBDC Position: Q2 2026 in Review

MTM Investment Management held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 2,800 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #389.

MTM Investment Management first reported a position in GBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $41K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • MTM Investment Management held 2,800 shares of Golub Capital BDC worth $36.1K as of Q2 2026.
  • MTM Investment Management left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #389 holding.
  • MTM Investment Management first reported a position in Golub Capital BDC in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Golub Capital BDC position peaked at $41K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.