SWC
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Spectrum Wealth Counsel’s SLR Investment Corp SLRC Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$24.3K Buy
1,442
+33
+2% +$562 ﹤0.01% 198
2024
Q4 		$22.8K Buy
1,409
+35
+3% +$556 ﹤0.01% 196
2024
Q3 		$20.7K Buy
1,374
+36
+3% +$560 ﹤0.01% 215
2024
Q2 		$21.5K Buy
1,338
+34
+3% +$537 ﹤0.01% 252
2024
Q1 		$20K Buy
1,304
+41
+3% +$621 ﹤0.01% 262
2023
Q4 		$19K Buy
+1,263
New +$18.8K ﹤0.01% 232

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Spectrum Wealth Counsel increased its SLR Investment Corp (SLRC) stake by 2.3% in Q1 2025, buying an estimated $562 and bringing the position to 1,442 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Spectrum Wealth Counsel first reported a position in SLRC in Q4 2023 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold SLRC as of Q1 2025.

  • Spectrum Wealth Counsel held 1,442 shares of SLR Investment Corp worth $24.3K as of Q1 2025.
  • Spectrum Wealth Counsel bought 33 SLR Investment Corp shares in Q1 2025, an estimated $562.
  • SLR Investment Corp made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #198 holding.
  • Spectrum Wealth Counsel first reported a position in SLR Investment Corp in Q4 2023 and has held it in 6 quarters since.
  • 111 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2025.

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