Charles Radlauer
Sound Income Strategies, Llc
Assets Managed
$2.228B
Holdings
483
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
7.61%(2Q avg: 2.79%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Sound Income Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 483 positions.
Assets under management
The assets under management (AUM) of Sound Income Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.228B in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Charles Radlauer, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
HTGC Hercules Capital Inc
| 2.6% | $57.837M 3.668M shares@ $15.78 avg price | Increased 8.45% |
ARCC Ares Capital Corp
| 2.31% | $51.261M 2.766M shares@ $18.54 avg price | Increased 3.86% |
GBDC Golub Capital Bdc Inc
| 2.25% | $49.924M 3.876M shares@ $12.89 avg price | Increased 3.35% |
TSLX Sixth Street Specialty Lendi
| 2.09% | $46.467M 2.706M shares@ $17.18 avg price | Increased 5.27% |
OBDC Blue Owl Capital Corp
| 2.06% | $45.706M 4.205M shares@ $10.87 avg price | Increased 5.74% |
BXSL Blackstone Secured Lending F
| 1.94% | $43.16M 1.82M shares@ $23.72 avg price | Increased 5.81% |
SHYG Ishares 0-5 Yr Hy Corp Bond
| 1.94% | $43.158M 1.018M shares@ $42.41 avg price | Increased 0.26% |
HYEM Vaneck Emrg Mkts Hi Yld
| 1.87% | $41.468M 2.062M shares@ $20.11 avg price | Decreased -0.01% |
EMHY Ishares J.p. Morgan Em High
| 1.79% | $39.666M 975,442 shares@ $40.67 avg price | Decreased -0.86% |
PFLT Pennantpark Floating Rate Ca
| 1.76% | $39.065M 5.223M shares@ $7.49 avg price | Increased 5.71% |
1-10 of 483