NAVITER WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 709K | $12.77M |
 | PSEC | 571K | $1.52M |
 | LYG | 368K | $1.85M |
 | SAN | 344K | $3.88M |
 | OBDC | 306K | $3.49M |
 | MFG | 269K | $2.14M |
 | GBDC | 256K | $3.24M |
 | MUFG | 236K | $4.00M |
 | HTGC | 210K | $3.11M |
 | MFIC | 197K | $2.22M |
 | GSBD | 183K | $1.69M |
 | OCSL | 166K | $1.88M |
 | TSLX | 160K | $2.94M |
 | NVDA | 154K | $26.86M |
 | FSK | 149K | $1.59M |
 | XOM | 142K | $24.06M |
 | MSDL | 141K | $2.03M |
 | SMFG | 136K | $2.68M |
 | BBVA | 132K | $2.87M |
 | SONY | 132K | $2.73M |
Ares Capital Corporation
ARCC
Shares Held
709K
Value
$12.77M
Prospect Capital Corporation
PSEC
Shares Held
571K
Value
$1.52M
Lloyds Banking Group plc
LYG
Shares Held
368K
Value
$1.85M
Banco Santander, S.A.
SAN
Shares Held
344K
Value
$3.88M
Blue Owl Capital Corporation
OBDC
Shares Held
306K
Value
$3.49M
Mizuho Financial Group, Inc.
MFG
Shares Held
269K
Value
$2.14M
Golub Capital BDC, Inc.
GBDC
Shares Held
256K
Value
$3.24M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
236K
Value
$4.00M
Hercules Capital, Inc.
HTGC
Shares Held
210K
Value
$3.11M
MidCap Financial Investment Corporation
MFIC
Shares Held
197K
Value
$2.22M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
183K
Value
$1.69M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
166K
Value
$1.88M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
160K
Value
$2.94M
NVIDIA Corporation
NVDA
Shares Held
154K
Value
$26.86M
FS KKR Capital Corp.
FSK
Shares Held
149K
Value
$1.59M
Exxon Mobil Corporation
XOM
Shares Held
142K
Value
$24.06M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
141K
Value
$2.03M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
136K
Value
$2.68M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
132K
Value
$2.87M
Sony Group Corporation
SONY
Shares Held
132K
Value
$2.73M