Mallini Complete Financial Planning LLC
Mallini Complete Financial Planning LLC reported 72 holdings worth US$143M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Mallini Complete Financial Planning LLC reported 72 holdings worth US$143M as of Sep 30, 2026. Largest: Usa Compression Partners, Lp, Crawford & Company and Energy Transfer Lp. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$143M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Usa Compression Partners, Lp | 92,060 | US$2.29M | 1.6% |
| Crawford & Company | 131K | US$1.63M | 1.1% |
| Energy Transfer Lp | 37,256 | US$737K | 0.52% |
| Ares Capital Corporation | 36,144 | US$690K | 0.48% |
| Alliancebernstein Holding L.p. | 10,979 | US$383K | 0.27% |
| Sixth Street Specialty Lending, Inc. | 12,286 | US$221K | 0.16% |
| Shattuck Labs, Inc. | 23,132 | US$158K | 0.11% |
| Pennymac Mortgage Investment Trust | 18,434 | US$145K | 0.10% |
| Ellington Financial Inc. | 11,589 | US$137K | 0.10% |
| Rithm Capital Corp. | 13,188 | US$118K | 0.08% |
| Goldman Sachs Bdc, Inc. | 11,462 | US$104K | 0.07% |
| Blackrock Tcp Capital Corp. | 26,003 | US$104K | 0.07% |