TraderTrends
Manager Profile

Sound Income Strategies, LLC

Diversified · Financial Services 49%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

FT LAUDERDALE, FL

Portfolio Value

$2.2B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Hercules Capital Inc

Latest disclosed holding

Top 4

HTGC 04010L103 38173M102 83012A109 OBDC

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
49%
Real Estate
11.8%
Healthcare
8.8%
Consumer Cyclical
7.5%
Energy
7.2%
Technology
4.2%
Industrials
3.7%
Utilities
2.2%
Consumer Defensive
2.1%
Communication Services
1.8%
Basic Materials
0.8%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Hercules Capital Inc

Shares: 3.7M

57.8M

Position Value
2
ARES CAPITAL CORP

Shares: 2.8M

51.3M

Position Value
3
GOLUB CAP BDC INC

Shares: 3.9M

49.9M

Position Value
4
SIXTH STREET SPECIALTY LENDI

Shares: 2.7M

46.5M

Position Value
5
Blue Owl Capital Corp

Shares: 4.2M

45.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID