MRCC β€” MONROE CAP CORP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  31 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported MONROE CAP CORP COM (MRCC) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows MRCC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in MONROE CAP CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held MRCC β€” position size vs. price
% of Fund (quarterly)    MRCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,230 +215 +1.5% 0.00% $65K 2026-04-13 $4.38
2025 Q4 ADDED 14,015 +306 +2.2% 0.01% $89K 2026-02-06 $5.47
2025 Q3 ADDED 13,709 +364 +2.7% 0.01% $96K 2025-11-14 (Est.) $5.43
2025 Q2 ADDED 13,345 +390 +3.0% 0.01% $85K 2025-08-04 $5.04
2025 Q1 ADDED 12,955 +309 +2.4% 0.01% $101K 2025-04-23 $5.65
2024 Q4 ADDED 12,646 +278 +2.2% 0.01% $107K 2025-02-10 $6.51
2024 Q3 ADDED 12,368 +277 +2.3% 0.01% $100K 2024-10-28 $5.90
2024 Q2 ADDED 12,091 +576 +5.0% 0.01% $92K 2024-08-06 $5.11
2024 Q1 UNCHANGED 11,515 β€” 0% 0.01% $83K 2024-05-01 $5.04
2023 Q4 ADDED 11,515 +289 +2.6% 0.01% $81K 2024-01-10 $4.96
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MRCC

As of 2026 Q1 β€” sorted by position size

BI Asset Management Fondsmaeglerselskab A/S 3Y 0.0% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and MRCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning MRCC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported MRCC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRCC position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for MRCC was 0.01% in 2024 Q4.

What is the latest reported MRCC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 14,230 shares, equal to 0.00% of portfolio, with an estimated market value of $65K.

What does the chart on this MRCC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly MRCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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