Fund HoldingsSound Income Strategies, LLC

Total Portfolio Value
$2.23B
Total Bought
$2.23B
Total Sold
$2.07B
Net Transaction
+$157.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HERCULES CAPITAL INC(HCXY)03,667,518+3,667,518057,8372.60%+57,837
ARES CAPITAL CORP(ARCC)02,766,368+2,766,368051,2612.30%+51,261
GOLUB CAP BDC INC(GBDC)03,876,087+3,876,087049,9242.24%+49,924
SIXTH STREET SPECIALTY LENDI(TSLX)02,706,290+2,706,290046,4672.09%+46,467
BLUE OWL CAPITAL CORPORATION(OBDC)04,204,742+4,204,742045,7062.05%+45,706
BLACKSTONE SECD LENDING FD(BXSL)01,820,327+1,820,327043,1601.94%+43,160
ISHARES TR
0-5YR HI YL CP
01,017,630+1,017,630043,1581.94%+43,158
VANECK ETF TRUST
EMERGING MRKT HI
02,062,073+2,062,073041,4681.86%+41,468
ISHARES INC0975,442+975,442039,6661.78%+39,666
PENNANTPARK FLOATING RATE CA(PFLA)05,222,616+5,222,616039,0651.75%+39,065
TIDAL TRUST I01,794,841+1,794,841031,4631.41%+31,463
SIMON PPTY GROUP INC NEW(SPG)0128,026+128,026028,6331.29%+28,633
APPLE INC(AAPL)095,774+95,774027,7131.24%+27,713
CISCO SYS INC(CSCO)0225,747+225,747026,5161.19%+26,516
OMNICOM GROUP INC(OMC)0359,441+359,441026,1781.17%+26,178
ALPINE INCOME PPTY TR INC01,235,594+1,235,594025,6511.15%+25,651
CARETRUST REIT INC(CTRE)0628,271+628,271025,3511.14%+25,351
ABBVIE INC(ABBV)096,903+96,903024,3851.09%+24,385
PRINCIPAL FINANCIAL GROUP IN(PFG)0222,669+222,669023,9991.08%+23,999
M & T BK CORP(MTB)099,822+99,822023,7591.07%+23,759
NNN REIT INC(NNN)0492,874+492,874022,9331.03%+22,933
GREIF INC(GEF)0243,417+243,417022,7691.02%+22,769
TRINITY CAP INC(TRIN)01,269,744+1,269,744022,7161.02%+22,716
CITIGROUP INC(C)0162,159+162,159022,6961.02%+22,696
REALTY INCOME CORP(O)0365,426+365,426022,6421.02%+22,642
TOTALENERGIES SE(TTE)0289,695+289,695022,5271.01%+22,527
CAPITAL SOUTHWEST CORP(CSWC)0934,321+934,321022,2091.00%+22,209
TIDAL TRUST I0757,697+757,697021,9750.99%+21,975
ENBRIDGE INC(ENB)0398,193+398,193021,5860.97%+21,586
CITIZENS FINL GROUP INC(CFG)0298,104+298,104020,8880.94%+20,888
AMCOR PLC
COM NEW
0479,781+479,781020,7990.93%+20,799
NATIONAL HEALTH INVS INC(NHI)0270,252+270,252020,6090.92%+20,609
GAMING & LEISURE P(GLPI)0446,574+446,574019,8860.89%+19,886
PFIZER INC(PFE)0805,732+805,732019,4020.87%+19,402
NVIDIA CORPORATION(NVDA)096,736+96,736019,3560.87%+19,356
VICI PPTYS INC(VICI)0726,738+726,738019,2950.87%+19,295
GLOBAL X FDS
NASDAQ 100 COVER
01,046,491+1,046,491019,2870.87%+19,287
SABRA HEALTH CARE REIT INC(SBRA)0971,298+971,298018,9500.85%+18,950
INTERNATIONAL BUSINESS MACHS(IBM)065,388+65,388018,3880.83%+18,388
EVERSOURCE ENERGY(ES)0254,130+254,130018,3660.82%+18,366
GSK PLC(GSK)0339,055+339,055017,7730.80%+17,773
SONOCO PRODS CO(SON)0309,542+309,542017,4430.78%+17,443
ALPHABET INC(GOOG)048,143+48,143017,2050.77%+17,205
ISHARES TR022,945+22,945017,1830.77%+17,183
AMERICAN TOWER CORP(AMT)0103,728+103,728016,9670.76%+16,967
UNITED PARCEL SVCS INC(UPS)0155,417+155,417016,7070.75%+16,707
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0175,245+175,245016,4080.74%+16,408
PERRIGO CO PLC(PRGO)01,554,629+1,554,629016,1530.72%+16,153
FRANKLIN RESOURCES INC(BEN)0476,002+476,002015,8370.71%+15,837
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
092,630+92,630015,7600.71%+15,760
WISDOMTREE TR(WT)0237,599+237,599015,6890.70%+15,689
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
054,217+54,217015,5970.70%+15,597
COREBRIDGE FINL INC(CRBD)0543,564+543,564015,5620.70%+15,562
AMAZON COM INC(AMZN)065,290+65,290015,5610.70%+15,561
SCOTTS MIRACLE-GRO CO(SMG)0223,472+223,472015,2210.68%+15,221
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
0337,656+337,656015,1670.68%+15,167
INVESCO EXCH TRADED FD TR II0759,583+759,583014,9640.67%+14,964
VANGUARD INDEX FDS047,004+47,004014,3970.65%+14,397
ACCENTURE PLC IRELAND
SHS CLASS A
0109,852+109,852013,6700.61%+13,670
MICROSOFT CORP(MSFT)036,558+36,558013,6370.61%+13,637
T ROWE PRICE EXCHANGE-TRADED
PRICE BLUE CHIP
0271,438+271,438013,5960.61%+13,596
SMUCKER J M CO(SJM)0120,547+120,547013,5620.61%+13,562
PROVIDENT FINL SVCS INC(PFS)0569,907+569,907013,4730.60%+13,473
ONEOK INC NEW(OKE)0152,511+152,511013,2590.60%+13,259
AT&T INC(T)0629,821+629,821013,0370.59%+13,037
AVISTA CORP(AVA)0301,293+301,293012,3260.55%+12,326
KRAFT HEINZ CO(KHC)0518,879+518,879012,2560.55%+12,256
STANLEY BLACK & DECKER INC(SWK)0124,194+124,194011,6890.52%+11,689
VALERO ENERGY CORP(VLO)043,938+43,938011,4430.51%+11,443
TESLA INC(TSLA)027,143+27,143011,4160.51%+11,416
HASBRO INC(HAS)0137,595+137,595011,3640.51%+11,364
RUNWAY GROWTH FINANCE CORP02,003,042+2,003,042011,2370.50%+11,237
PEPSICO INC(PEP)081,132+81,132010,9850.49%+10,985
META PLATFORMS INC(META)018,959+18,959010,6790.48%+10,679
ALPHABET INC(GOOG)029,320+29,320010,3590.46%+10,359
HF SINCLAIR CORP(DINO)0147,654+147,654010,2840.46%+10,284
VIATRIS INC(VTRS)0644,972+644,972010,2420.46%+10,242
BLOCK H & R INC0261,903+261,90309,9730.45%+9,973
INVESCO QQQ TR012,907+12,90709,5050.43%+9,505
CLOROX CO DEL(CLX)096,454+96,45409,2060.41%+9,206
VANGUARD INDEX FDS013,294+13,29409,1300.41%+9,130
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
0330,517+330,51708,7320.39%+8,732
SPDR SERIES TRUST
ST PORT HIGH ETF
0369,907+369,90708,6710.39%+8,671
DBX ETF TR0207,412+207,41208,6380.39%+8,638
BONDBLOXX ETF TRUST
CCC RT USD HI YL
0232,746+232,74608,5100.38%+8,510
BANK OF NY MELLON CORP053,940+53,94007,8000.35%+7,800
NOMAD FOODS LTD(NOMD)0685,697+685,69707,5080.34%+7,508
FIDELITY NATL FINL INC(FNF)0156,733+156,73307,3920.33%+7,392
ADT INC DEL(ADT)01,109,269+1,109,26907,2100.32%+7,210
ELI LILLY & CO(LLY)05,822+5,82206,9830.31%+6,983
CONAGRA BRANDS INC(CAG)0515,832+515,83206,9430.31%+6,943
DENTSPLY SIRONA INC(XRAY)0642,939+642,93906,8220.31%+6,822
WENDYS CO(WEN)0784,388+784,38806,5030.29%+6,503
BRINKS CO(BCO)068,142+68,14206,4390.29%+6,439
GENPACT LIMITED
SHS
0230,676+230,67606,3440.28%+6,344
SMURFIT WESTROCK PLC(SW)0135,161+135,16106,2530.28%+6,253
NATIONAL STORAGE AFFILIATES(NSA)0139,114+139,11406,1860.28%+6,186
ISHARES U S ETF TR
IT RT HDG HGYL
066,922+66,92205,7960.26%+5,796
PROSHARES TR
HGH YLD INT RATE
088,806+88,80605,7620.26%+5,762
ISHARES U S ETF TR
INT RT HD LONG
0233,036+233,03605,7280.26%+5,728
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