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ORG Partners’s Stellus Capital Investment Corp SCM Stock Holding History

ORG Partners’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
2025
Q4 		$26.8K Hold
2,110
– – ﹤0.01% 724
2025
Q3 		$27.6K Hold
2,110
– – 0.01% 709
2025
Q2 		$29.6K Hold
2,110
– – 0.01% 663
2025
Q1 		$29.5K Hold
2,110
– – 0.01% 600
2024
Q4 		$29K Buy
+2,110
New +$29.2K ﹤0.01% 667

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORG Partners's SCM Position: Q4 2025 in Review

ORG Partners held its Stellus Capital Investment Corp (SCM) position steady in Q4 2025 at 2,110 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

ORG Partners first reported a position in SCM in Q4 2024 and has held it in 5 quarters since. The position peaked at $29.6K in Q2 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q4 2025.

  • ORG Partners held 2,110 shares of Stellus Capital Investment Corp worth $26.8K as of Q4 2025.
  • ORG Partners left its Stellus Capital Investment Corp share count unchanged in Q4 2025.
  • Stellus Capital Investment Corp made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #724 holding.
  • ORG Partners first reported a position in Stellus Capital Investment Corp in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Stellus Capital Investment Corp position peaked at $29.6K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.