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McGowan Group Asset Management, Inc.

Q2 2025 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2025-08-13 · accession 0001633227-25-000003

$793.7M
Reported value
125
Positions
2025-06-30
Period end
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The Brief · McGowan Group Asset Management, Inc. · Q2 2025

AI · grounded in 13F

McGowan Group Asset Management, Inc. established a new position in GENERAL MNY MKT FUND valued at $64.9M. The fund also initiated new stakes in JGH for $48.5M and XAWFX for $41.9M. Additional new positions include DSL at $39.5M and HYT at $36.8M. Total assets under management stand at $793.7M across 125 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$64.9M8.17%64,870,946CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$48.5M6.11%3,752,362CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$41.9M5.28%3,802,043CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$39.5M4.97%3,225,943CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$36.8M4.64%3,773,668CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$36.7M4.62%1,360,872CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$27.6M3.47%255,748CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$26.5M3.33%559,051CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P LTD PARTNER INT CL A N$25.9M3.26%1,332,236CommonSOLE
04010L103ARCCARES CAP CORP COM$25.6M3.23%1,166,138CommonSOLE
911312106UPSUNITED PARCEL SVC INC CL B$22.0M2.77%217,699CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$20.1M2.53%833,437CommonSOLE
88579Y101MMM3M CO COM$19.6M2.47%128,659CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$18.6M2.35%129,400CommonSOLE
532457108LLYELI LILLY & CO COM$16.8M2.12%21,607CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$16.4M2.07%324,307CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$16.3M2.06%133,048CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$15.6M1.96%859,318CommonSOLE
91529Y106UNMUNUM GROUP$15.4M1.94%191,089CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$14.3M1.80%782,813CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$14.1M1.77%1,287,198CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$14.0M1.77%1,243,365CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$13.5M1.69%240,016CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$13.0M1.64%621,455CommonSOLE
71424F105PRPERMIAN RES CORP CL A$12.9M1.62%943,575CommonSOLE
278642103EBAYEBAY INC COM$11.6M1.46%156,042CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$11.5M1.45%370,220CommonSOLE
594918104MSFTMICROSOFT CORP COM$9.2M1.16%18,437CommonSOLE
92826C839VVISA INC COM CL A$8.9M1.12%25,112CommonSOLE
888787108TOSTTOAST INC CL A$8.1M1.01%181,894CommonSOLE
020002101ALLALLSTATE CORP COM$7.0M0.88%34,666CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.0M0.75%41,658CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$5.6M0.70%31,708CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.6M0.70%26,749CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS$5.0M0.63%47,226CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$4.9M0.61%407,364CommonSOLE
872590104TMUST MOBILE US$4.8M0.60%20,065CommonSOLE
023135106AMZNAMAZON COM INC$4.7M0.59%21,290CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$4.5M0.57%381,053CommonSOLE
037833100AAPLAPPLE INC COM$4.1M0.51%19,807CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.9M0.49%28,543CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.9M0.49%306,581CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY INC COM$3.4M0.43%838,335CommonSOLE
73972CAN4TXPRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT$3.3M0.42%4,925,000CommonSOLE
23804L103DDOGDATADOG INC CL A$3.3M0.41%24,238CommonSOLE
293594107ENVXENOVIX CORP$3.1M0.39%298,554CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$2.9M0.37%14,240CommonSOLE
72177MJQ1AZPIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 A$2.8M0.35%2,930,000CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.8M0.35%23,649CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$2.7M0.34%17,106CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$2.5M0.32%18,677CommonSOLE
P31076105CPACOPA HOLDING S A CL A COM ISIN#PAP31076105$1.9M0.24%17,416CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.7M0.21%6,820CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.6M0.20%3,207CommonSOLE
307149AM6TXFANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$1.5M0.18%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.4M0.18%2,538CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$1.2M0.15%6,392CommonSOLE
244199105DEDEERE & CO$1.0M0.13%2,011CommonSOLE
67066G104NVDANVIDIA CORP COM$984,8110.12%6,233CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$977,0830.12%9,895CommonSOLE
931142103WMTWALMART INC$964,4870.12%9,864CommonSOLE
02209S103MOALTRIA GROUP INC$918,0530.12%15,658CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$868,0690.11%80,006CommonSOLE
68389X105ORCLORACLE CORP COM$854,8680.11%3,910CommonSOLE
482480100KLACKLA CORP$841,9960.11%940CommonSOLE
30303M102METAMETA PLATFORMS INC$799,6630.10%1,083CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$789,0200.10%42,905CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$748,7410.09%2,540CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$744,4860.09%15,237CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$722,4920.09%118,831CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$711,9540.09%4,661CommonSOLE
20825C104COPCONOCOPHILLIPS COM$681,6110.09%7,595CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CL A$639,0780.08%2,138CommonSOLE
88160R101TSLATESLA MTRS INC COM$625,1550.08%1,968CommonSOLE
231561101CWCURTISS WRIGHT CORP$622,9010.08%1,275CommonSOLE
149123101CATCATERPILLAR INC$617,4620.08%1,591CommonSOLE
899062BQ5LATULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$612,3480.08%660,000CommonSOLE
14316J108CGCARLYLE GROUP INC COM$588,8930.07%11,457CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$564,6020.07%13,048CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$563,9600.07%3,787CommonSOLE
66285WXM3TXNORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$551,9200.07%550,000CommonSOLE
038222105AMATAPPLIED MATERIALS INC$525,3920.07%2,870CommonSOLE
125523100CICIGNA CORP$519,7210.07%1,572CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$507,1910.06%3,473CommonSOLE
969457100WMBWILLIAMS COS INC COM$498,0740.06%7,930CommonSOLE
9128284Z0TUNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$483,5790.06%485,000CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$477,9250.06%1,649CommonSOLE
72177MJR9AZPIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 B$450,5190.06%475,000CommonSOLE
842587107SOSOUTHERN CO COM$436,9230.06%4,758CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$432,9880.05%9,988CommonSOLE
307149AN4TXFANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$410,2970.05%540,000CommonSOLE
836100107SOUNSOUNDHOUND AI INC CL A$403,4160.05%37,597CommonSOLE
747525103QCOMQUALCOMM INC$388,8010.05%2,441CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$388,7560.05%2,230CommonSOLE
205768302CRKCOMSTOCK RES INC COM$383,0910.05%13,845CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$373,0340.05%3,161CommonSOLE
58733R102MELIMERCADOLIBRE INC$365,9080.05%140CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$364,7590.05%3,855CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$362,4860.05%725CommonSOLE
91282CFP1TUNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$329,9310.04%330,000CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$320,5840.04%4,621CommonSOLE
82706TAD3CASILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO$305,1650.04%3,500,000CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$305,0970.04%106,677CommonSOLE
438128308HMCHONDA MTR LTD ADR$296,6290.04%10,289CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$288,1430.04%1,165CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$275,1580.03%26,534CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$267,2400.03%5,133CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$262,9060.03%865CommonSOLE
713448108PEPPEPSICO INC COM$262,0310.03%1,984CommonSOLE
053332102AZOAUTOZONE INC$259,8560.03%70CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$254,1670.03%2,820CommonSOLE
548661107LOWLOWES COMPANY INC$251,7300.03%1,135CommonSOLE
890930100TPZTORTOISE CAP SER TR POWER & ENERGY INFRAST$246,0890.03%12,004CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$239,9190.03%129,686CommonSOLE
580135101MCDMCDONALDS CORP$236,7100.03%810CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP NEW COM$233,8310.03%236CommonSOLE
369604301GEGENERAL ELECTRIC CO AEROSPACE$225,8770.03%878CommonSOLE
718546104PSXPHILLIPS 66$225,8580.03%1,893CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD ADR$224,4240.03%991CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$217,5610.03%3,226CommonSOLE
654106103NKENIKE INC CLASS B$212,1780.03%2,987CommonSOLE
88880NAW9VATOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C$209,5500.03%830,000CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$204,2080.03%329CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$202,6510.03%650CommonSOLE
670837103OGEOGE ENERGY CORP$197,4380.02%4,449CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.