§ 13F · FUND PROFILE
Sound Income Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 1701Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HTGC | HERCULES CAPITAL INC COM | 3.38M | $49M | 2.4% | +25% |
| 2 | ARCC | ARES CAPITAL CORP COM | 2.66M | $47M | 2.3% | +2% |
| 3 | GBDC | GOLUB CAP BDC INC COM | 3.75M | $47M | 2.3% | +4% |
| 4 | TSLX | SIXTH STREET SPECIALTY LENDING COM | 2.57M | $47M | 2.2% | +2% |
| 5 | OBDC | BLUE OWL CAPITAL CORPORATION COM | 3.98M | $43M | 2.1% | +5% |
| 6 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 1.02M | $43M | 2.1% | −2% |
| 7 | HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | 2.06M | $40M | 2.0% | −2% |
| 8 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 1.72M | $40M | 1.9% | +9% |
| 9 | PFLT | PENNANTPARK FLOATING RATE CAP COM | 4.94M | $40M | 1.9% | +6% |
| 10 | EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | 984K | $39M | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Income Strategies, LLC is a Other fund managing $1.8 billion in assets. The fund runs a massive portfolio of 1,701 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed