Closed-End Fund Advisors, Inc.

CIK: 0002103520Latest portfolio: $169.3M · Q4 2025

Holdings

185

Total Value

$169.3M

New Positions

184

Closed Positions

0

#StockSharesValue% PortfolioType
1
NCDLNUVEEN CHURCHILL DIRECT
552,804$7.4M4.35%
2
BCSFBAIN CAP SPECIALTY FIN INC
422,810$5.9M3.47%
3
GBDCGOLUB CAP BDC INC
417,665$5.7M3.35%
4
TRINTRINITY CAP INC
374,924$5.5M3.24%
5
NMFCNEW MTN FIN CORP
586,070$5.4M3.19%
6
MSDLMORGAN STANLEY DIRECT
291,456$4.8M2.84%
7
OBDCBLUE OWL CAPITAL
370,782$4.6M2.72%
8
CIONCION INVT CORP
475,908$4.6M2.72%
9
SLRCSLR INVESTMENT CORP
260,893$4.0M2.38%
10
GSBDGOLDMAN SACHS BDC INC
415,746$3.9M2.28%
11
SARSARATOGA INVT CORP
159,499$3.7M2.17%
12
ARCCARES CAPITAL CORP
170,922$3.5M2.04%
13
CGBDCARLYLE SECURED LENDING INC
255,435$3.2M1.88%
14
CCAPCRESCENT CAP BDC INC
225,312$3.2M1.87%
15
KYNKAYNE ANDERSON ENERGY
250,916$3.1M1.83%
16
TYGTORTOISE ENERGY INFRA CORP
73,348$3.0M1.77%
17
PSBDPALMER SQUARE CAPITAL BDC
220,334$2.7M1.59%
18
CSWCCAPITAL SOUTHWEST CORP
113,731$2.5M1.49%
19
BXSLBLACKSTONE SECD LENDING FD
89,689$2.4M1.39%
20
MFICMIDCAP FINANCIAL INVSTMNT
183,892$2.1M1.24%
21
EODALLSPRING GLOBAL DIVIDEND
358,410$2.1M1.23%
22
CPZCALAMOS LNG SHR EQT DYNAMIC
141,572$2.1M1.22%
23
SDHYPGIM SHORT DUR HIG YLD OPP
113,402$1.9M1.10%
24
BPREBLUEROCK PVT REAL ESTATE FD
122,645$1.8M1.09%
25
DMADESTRA MULTI-ALTERNATIVE FD
200,829$1.8M1.06%

Sector Breakdown

Financial Services0.0% ($7.373588156675492e+272T)
Technology0.0% ($3.1062999208918395e+241T)
Unknown0.0% ($1.7748418345954903e+41T)
Healthcare0.0% ($429.3M)
Consumer Cyclical0.0% ($407K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$169.3M204

Fund Information

CIK0002103520
Most Recent FilingFeb 11, 2026
Number of Filings1

Closed-End Fund Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $169.3M across 185 holdings. The largest position is NUVEEN CHURCHILL DIRECT (NCDL), representing 4.4% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.