SWC
CSWC icon

Spectrum Wealth Counsel’s Capital Southwest CSWC Stock Holding History

Spectrum Wealth Counsel’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.13K Hold
230
– – ﹤0.01% 253
2024
Q4 		$5.02K Hold
230
– – ﹤0.01% 257
2024
Q3 		$5.82K Hold
230
– – ﹤0.01% 264
2024
Q2 		$6K Hold
230
– – ﹤0.01% 307
2024
Q1 		$5.74K Hold
230
– – ﹤0.01% 315
2023
Q4 		$5.45K Buy
+230
New +$5.13K ﹤0.01% 287

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Spectrum Wealth Counsel's CSWC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Capital Southwest (CSWC) position steady in Q1 2025 at 230 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Spectrum Wealth Counsel first reported a position in CSWC in Q4 2023 and has held it in 6 quarters since. The position peaked at $6K in Q2 2024. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Spectrum Wealth Counsel held 230 shares of Capital Southwest worth $5.13K as of Q1 2025.
  • Spectrum Wealth Counsel left its Capital Southwest share count unchanged in Q1 2025.
  • Capital Southwest made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #253 holding.
  • Spectrum Wealth Counsel first reported a position in Capital Southwest in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Capital Southwest position peaked at $6K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.