SAM
SLRC icon

Smithbridge Asset Management’s SLR Investment Corp SLRC Stock Holding History

Smithbridge Asset Management’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Buy
+10,800
New +$150K 0.02% 188
2026
Q1 		– Sell
-18,000
Closed -$278K – 204
2025
Q4 		$278K Buy
+18,000
New +$274K 0.02% 166

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Smithbridge Asset Management's SLRC Position: Q2 2026 in Review

Smithbridge Asset Management opened a new position in SLR Investment Corp (SLRC) in Q2 2026: 10,800 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Smithbridge Asset Management previously reported a position in SLRC as recently as Q4 2025.

Smithbridge Asset Management first reported a position in SLRC in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Smithbridge Asset Management held 10,800 shares of SLR Investment Corp worth $134K as of Q2 2026.
  • SLR Investment Corp was a new Smithbridge Asset Management position in Q2 2026.
  • SLR Investment Corp made up 0.02% of Smithbridge Asset Management's portfolio in Q2 2026, its #188 holding.
  • Smithbridge Asset Management first reported a position in SLR Investment Corp in Q4 2025 and has held it in 2 quarters since.
  • Smithbridge Asset Management's SLR Investment Corp position peaked at $278K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.