Sound Income Strategies, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$2.1B
Holdings
2,584
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HTGC
HERCULES CAPITAL INC COM
Q1 2026: Sold 99.2% (2.70M → 20.7k shares)
2.4%
02
$ARCC
ARES CAPITAL CORP COM
Q1 2026: Sold 99.0% (2.62M → 24.9k shares)
2.3%
03
$GBDC
GOLUB CAP BDC INC COM
Q1 2026: Exited (was 3.60M shares)
2.3%
04
$TSLX
SIXTH STREET SPECIALTY LENDING COM
Q1 2026: Exited (was 2.51M shares)
2.2%
05
$OBDC
BLUE OWL CAPITAL CORPORATION COM
Q1 2026: Sold 96.2% (3.78M → 144.2k shares)
2.1%
06
$SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Q1 2026: Sold 97.3% (1.04M → 27.4k shares)
2.1%
07
$HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
Q1 2026: Exited (was 2.10M shares)
2.0%
08
$BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
Q1 2026: Exited (was 1.58M shares)
1.9%
09
$PFLT
PENNANTPARK FLOATING RATE CAP COM
Q1 2026: Exited (was 4.64M shares)
1.9%
10
$EMHY
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
Q1 2026: Exited (was 1.01M shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.