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Charles Radlauer

Sound Income Strategies, Llc

Assets Managed
$2.071B
Holdings
2596
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-2.03%(2Q avg: 6.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Income Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2596 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.071B in assets, with a quarterly growth rate of -2.03% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Charles Radlauer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HTGC
Hercules Capital Inc
Recent Activity
Increased 25.11%
2.38%
$49.243M
3.382M shares@ $14.56 avg price
ARCC
Ares Capital Corp
Recent Activity
Increased 1.79%
2.29%
$47.225M
2.664M shares@ $17.74 avg price
GBDC
Golub Capital Bdc Inc
Recent Activity
Increased 4.11%
2.27%
$46.882M
3.751M shares@ $12.5 avg price
TSLX
Sixth Street Specialty Lendi
Recent Activity
Increased 2.39%
2.25%
$46.562M
2.571M shares@ $18.12 avg price
OBDC
Blue Owl Capital Corp
Recent Activity
Increased 5.21%
2.07%
$42.79M
3.977M shares@ $10.76 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
Decreased -1.99%
2.07%
$42.754M
1.015M shares@ $42.12 avg price
HYEM
Vaneck Emrg Mkts Hi Yld
Recent Activity
Decreased -1.83%
1.96%
$40.486M
2.062M shares@ $19.63 avg price
BXSL
Blackstone Secured Lending F
Recent Activity
Increased 9.15%
1.94%
$40.137M
1.72M shares@ $23.33 avg price
PFLT
Pennantpark Floating Rate Ca
Recent Activity
Increased 6.4%
1.92%
$39.576M
4.941M shares@ $8.02 avg price
EMHY
Ishares J.p. Morgan Em High
Recent Activity
Decreased -2.32%
1.87%
$38.667M
983,904 shares@ $39.31 avg price

1-10 of 2596