Sound Income Strategies, LLC
•CIK: 1730960•Filing: Q4 2025
**Sound Income Strategies, LLC** manages $2.1B across a diversified portfolio of 2,507 positions. The fund exhibits a pronounced focus on income-generating assets, evidenced by top holdings including TSLX at $56.0M and ARCC at $54.7M. Significant allocations are also maintained in HTGC ($51.1M), GBDC ($49.8M), and OBDC ($47.7M). This concentrated exposure suggests a tactical overweighting toward fixed income and credit-sensitive, yield-oriented securities.
Total AUM
$2.1B
QoQ Performance
+15.5%
Positions
2,506
Top 10 Concentration
24.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TSLX2.6%
ARCC2.6%
HTGC2.4%
GBDC2.4%
OBDC2.3%
SHYG2.1%
PFLT2.1%
HYEM2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.8%
Technology6.9%
Healthcare2.5%
Real Estate2.3%
Consumer1.7%
ETF1.3%
Industrial1.0%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+1487 more exited positions
Changes from Q3 2025
NEW13 new positions
↑128 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023