Carol Rumsey

Aristotle Pacific Capital, Llc

Assets Managed

$123.012M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

-49.54%(2Q avg: -15.43%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aristotle Pacific Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Aristotle Pacific Capital, 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 123.012M in assets, with a quarterly growth rate of -49.54% and a 2-quarter average growth rate of -15.43%. The portfolio is managed by Carol Rumsey, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SRLN Spdr Blackstone Senior Loan Recent Activity Decreased -34.27%	32.54%	$40.022M 997,066 shares@ $40.14 avg price	Decreased -34.27%
BKLN Invesco Senior Loan Etf Recent Activity Decreased -41.08%	29.94%	$36.821M 1.804M shares@ $20.42 avg price	Decreased -41.08%
JNK Spdr Bloomberg High Yield Bo Recent Activity Decreased -59.08%	18.29%	$22.494M 235,000 shares@ $95.72 avg price	Decreased -59.08%
HYG Ishares Iboxx High Yld Corp Recent Activity Decreased -65.33%	15.78%	$19.402M 243,868 shares@ $79.56 avg price	Decreased -65.33%
SJNK Spdr Bloomberg Short Term Hi Recent Activity	3.48%	$4.272M 171,016 shares@ $24.99 avg price

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