McGowan Group Asset Management, Inc.
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$785.3M
Holdings
151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JGH
NUVEEN GLOBAL HIGH INCOME FD SHS
Held since at least Q1 2024
5.9%
02
$XOM
EXXON MOBIL CORP COM
Q1 2026: New position (1.6k shares)
5.4%
03
$HYT
BLACKROCK CORPOR HI YLD FD INC COM
Held since at least Q1 2024
4.9%
04
$AWF
ALLIANCEBERNSTEIN GLOBAL HIGH COM
Held since at least Q1 2024
4.8%
05
$UTF
COHEN & STEERS INFRASTRUCTURE COM
Held since at least Q1 2024
4.6%
06
$BTI
BRITISH AMERN TOB PLC SPONSORED ADR
Held since at least Q1 2024
4.2%
07
$PAGP
PLAINS GP HLDGS L P LTD PARTNR INT A
Held since at least Q1 2024
4.2%
08
$DSL
DOUBLELINE INCOME SOLUTIONS FD COM
Held since at least Q1 2024
4.0%
09
$FLS
FLOWSERVE CORP COM
Held since at least Q1 2024
3.4%
10
$FDX
FEDEX CORP COM
Held since at least Q1 2024
2.9%
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 08:26 UTC.