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CIK: 0001844577
Total reported value
$210.3M
$210.3M
6 檔
143.9%
As reported in its official Q1 2025 Form 13F filing, Aristotle Pacific Capital, LLC's tracked investment portfolio stood at $210.3M with 6 total positions.
In Q1 2025, Aristotle Pacific Capital, LLC displayed an active expansion posture, initiating 6 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 28.43% | -3.73% | +36.58% | |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 26.69% | -6.41% | +25.20% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 16.81% | -0.18% | -28.46% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 14.99% | +1.02% | -31.93% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 12.69% | +9.31% | -21.72% | |
| 6 | GTLS | Chart Industries Inc | Stock-Industrials | 0.39% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | New buy |
| 3 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | New buy |
| 6 | GTLS | Chart Industries Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aristotle Pacific Capital, LLC reported a total U.S. public equity portfolio value of $210.3M across 6 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BKLN, SRLN, JNK) accounted for 143.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKLN
市值: $86.4M
During Q1 2025, Aristotle Pacific Capital, LLC's top holdings by market value included BKLN (28.4%)、SRLN (26.7%)、JNK (16.8%). The largest single position, BKLN, represented 28.4% of total portfolio value.
In Q1 2025, Aristotle Pacific Capital, LLC made 6 total portfolio adjustments, initiating 6 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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