Next Capital Management LLC - Portfolio overview

Next Capital Management LLC has 153 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 13.56%
2. MFIC - MIDCAP FINL INVESTME, 6.18%
3. OBDC - BLUE OWL CAP CORP, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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