Mallini Complete Financial Planning LLC
Mallini Complete Financial Planning LLC reported 70 holdings worth US$140M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Mallini Complete Financial Planning LLC reported 70 holdings worth US$140M as of Jun 30, 2026. Largest: Usa Compression Partners, Lp, Ares Capital Corporation and Energy Transfer Lp. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$140M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Usa Compression Partners, Lp | 95,530 | US$2.52M | 1.8% |
| Ares Capital Corporation | 40,027 | US$742K | 0.53% |
| Energy Transfer Lp | 36,655 | US$701K | 0.50% |
| Alliancebernstein Holding L.p. | 10,357 | US$365K | 0.26% |
| Sixth Street Specialty Lending, Inc. | 14,416 | US$248K | 0.18% |
| Pennymac Mortgage Investment Trust | 18,995 | US$214K | 0.15% |
| Shattuck Labs, Inc. | 22,632 | US$157K | 0.11% |
| Ellington Financial Inc. | 11,424 | US$155K | 0.11% |
| Rithm Capital Corp. | 13,163 | US$124K | 0.09% |
| Goldman Sachs Bdc, Inc. | 10,929 | US$104K | 0.07% |
| Blackrock Tcp Capital Corp. | 25,371 | US$85,248 | 0.06% |