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Sound Income Strategies, LLC

Q2 2026 13F filing

Updated 52 days ago

483 disclosed positions worth $2.2B

Portfolio value
$2.2B
Total holdings
483
New positions
10
Closed positions
2,123
Increased
291
Decreased
151
Turnover
441.6%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

H

HERCULES CAPITAL INC

+8.4%
Value
$57.8M
Shares
3.67M
% Port
2.60%
A

ARES CAPITAL CORP

+3.9%
Value
$51.3M
Shares
2.77M
% Port
2.30%
G

GOLUB CAP BDC INC

+3.4%
Value
$49.9M
Shares
3.88M
% Port
2.24%
?
4.N/A

SIXTH STREET SPECIALTY LENDI

+5.3%
Value
$46.5M
Shares
2.71M
% Port
2.09%
O

BLUE OWL CAPITAL CORPORATION

+5.7%
Value
$45.7M
Shares
4.20M
% Port
2.05%
B

BLACKSTONE SECD LENDING FD

+5.8%
Value
$43.2M
Shares
1.82M
% Port
1.94%
?
7.N/A

ISHARES TR

+0.3%
Value
$43.2M
Shares
1.02M
% Port
1.94%
?
8.N/A

VANECK ETF TRUST

-0.0%
Value
$41.5M
Shares
2.06M
% Port
1.86%
E

ISHARES INC

-0.9%
Value
$39.7M
Shares
975.4K
% Port
1.78%
?
10.N/A

PENNANTPARK FLOATING RATE CA

+5.7%
Value
$39.1M
Shares
5.22M
% Port
1.75%
?
11.N/A

TIDAL TRUST I

+5.2%
Value
$31.5M
Shares
1.79M
% Port
1.41%
S

SIMON PPTY GROUP INC NEW

+1.1%
Value
$28.6M
Shares
128.0K
% Port
1.29%
A
13.AAPL

APPLE INC

+2.8%
Value
$27.7M
Shares
95.8K
% Port
1.24%
C
14.CSCO

CISCO SYS INC

-25.7%
Value
$26.5M
Shares
225.7K
% Port
1.19%
O
15.OMC

OMNICOM GROUP INC

+1.1%
Value
$26.2M
Shares
359.4K
% Port
1.17%
?
16.N/A

ALPINE INCOME PPTY TR INC

+2.1%
Value
$25.7M
Shares
1.24M
% Port
1.15%
C
17.CTRE

CARETRUST REIT INC

+1.7%
Value
$25.4M
Shares
628.3K
% Port
1.14%
A
18.ABBV

ABBVIE INC

+1.1%
Value
$24.4M
Shares
96.9K
% Port
1.09%
P
19.PFG

PRINCIPAL FINANCIAL GROUP IN

-8.7%
Value
$24M
Shares
222.7K
% Port
1.08%
M

M & T BK CORP

+0.4%
Value
$23.8M
Shares
99.8K
% Port
1.07%
N
21.NNN

NNN REIT INC

+3.5%
Value
$22.9M
Shares
492.9K
% Port
1.03%
?
22.N/A

GREIF INC

-0.7%
Value
$22.8M
Shares
243.4K
% Port
1.02%
T

TRINITY CAP INC

+9.4%
Value
$22.7M
Shares
1.27M
% Port
1.02%
C
24.C-PR

CITIGROUP INC

-34.9%
Value
$22.7M
Shares
162.2K
% Port
1.02%
O
25.O

REALTY INCOME CORP

+3.6%
Value
$22.6M
Shares
365.4K
% Port
1.02%
T
26.TTE

TOTALENERGIES SE

-1.0%
Value
$22.5M
Shares
289.7K
% Port
1.01%
C
27.CSWC

CAPITAL SOUTHWEST CORP

+3.4%
Value
$22.2M
Shares
934.3K
% Port
1.00%
?
28.N/A

TIDAL TRUST I

-4.1%
Value
$22M
Shares
757.7K
% Port
0.99%
E

ENBRIDGE INC

+0.1%
Value
$21.6M
Shares
398.2K
% Port
0.97%
C

CITIZENS FINL GROUP INC

+0.7%
Value
$20.9M
Shares
298.1K
% Port
0.94%
A

AMCOR PLC

+0.9%
Value
$20.8M
Shares
479.8K
% Port
0.93%
N
32.NHI

NATIONAL HEALTH INVS INC

+4.9%
Value
$20.6M
Shares
270.3K
% Port
0.93%
?
33.N/A

GAMING & LEISURE P

+4.6%
Value
$19.9M
Shares
446.6K
% Port
0.89%
P
34.PFE

PFIZER INC

+1.1%
Value
$19.4M
Shares
805.7K
% Port
0.87%
N
35.NVDA

NVIDIA CORPORATION

+15.4%
Value
$19.4M
Shares
96.7K
% Port
0.87%
V
36.VICI

VICI PPTYS INC

+5.6%
Value
$19.3M
Shares
726.7K
% Port
0.87%
?
37.N/A

GLOBAL X FDS

+2.5%
Value
$19.3M
Shares
1.05M
% Port
0.87%
S
38.SBRA

SABRA HEALTH CARE REIT INC

+5.8%
Value
$19M
Shares
971.3K
% Port
0.85%
I
39.IBM

INTERNATIONAL BUSINESS MACHS

+0.2%
Value
$18.4M
Shares
65.4K
% Port
0.83%
E
40.ES

EVERSOURCE ENERGY

+0.3%
Value
$18.4M
Shares
254.1K
% Port
0.82%
G

GSK PLC

-0.4%
Value
$17.8M
Shares
339.1K
% Port
0.80%
S
42.SON

SONOCO PRODS CO

-0.7%
Value
$17.4M
Shares
309.5K
% Port
0.78%
G

ALPHABET INC

+2.2%
Value
$17.2M
Shares
48.1K
% Port
0.77%
E
44.ETHA

ISHARES TR

+15.4%
Value
$17.2M
Shares
22.9K
% Port
0.77%
A
45.AMT

AMERICAN TOWER CORP

+23690.8%
Value
$17M
Shares
103.7K
% Port
0.76%
U
46.UPS

UNITED PARCEL SVCS INC

+0.4%
Value
$16.7M
Shares
155.4K
% Port
0.75%
?
47.N/A

INVESCO EXCHANGE TRADED FD T

+15.0%
Value
$16.4M
Shares
175.2K
% Port
0.74%
P
48.PRGO

PERRIGO CO PLC

+1.9%
Value
$16.2M
Shares
1.55M
% Port
0.72%
B
49.BEN

FRANKLIN RESOURCES INC

-12.8%
Value
$15.8M
Shares
476.0K
% Port
0.71%
?
50.N/A

INVESCO EXCHANGE TRADED FD T

+15.4%
Value
$15.8M
Shares
92.6K
% Port
0.71%