MondegarAI
McGowan Group Asset Management, Inc.

Q3 2025 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2025-11-13 · accession 0001633227-25-000005

$806.5M
Reported value
121
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · McGowan Group Asset Management, Inc. · Q3 2025

AI · grounded in 13F

McGowan Group Asset Management, Inc. established a new position in GENERAL MNY MKT FUND valued at $103.9M. The fund also initiated new stakes in JGH for $50.7M and XAWFX for $41.9M. Additional new positions include HYT at $35.9M, DSL at $35.7M, and UTF at $34.0M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$103.9M12.9%103,942,708CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$50.7M6.28%3,748,998CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$41.9M5.20%3,738,033CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$35.9M4.45%3,780,166CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$35.7M4.42%2,906,061CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$34.0M4.22%1,371,502CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$29.6M3.67%556,867CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$28.1M3.48%248,966CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P LTD PARTNER INT CL A N$24.3M3.01%1,331,633CommonSOLE
04010L103ARCCARES CAP CORP COM$23.9M2.96%1,169,612CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$23.7M2.94%128,803CommonSOLE
88579Y101MMM3M CO COM$19.9M2.47%128,532CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$19.3M2.39%787,656CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$18.8M2.33%132,637CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$17.0M2.11%335,916CommonSOLE
532457108LLYELI LILLY & CO COM$16.5M2.04%21,574CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$15.4M1.91%1,349,264CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$15.3M1.90%792,485CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$15.2M1.89%1,303,340CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$15.1M1.87%880,436CommonSOLE
91529Y106UNMUNUM GROUP$14.8M1.83%189,725CommonSOLE
278642103EBAYEBAY INC COM$14.0M1.73%153,566CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$13.2M1.63%623,986CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$12.9M1.60%239,636CommonSOLE
71424F105PRPERMIAN RES CORP CL A$12.0M1.49%939,884CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$11.5M1.43%369,242CommonSOLE
594918104MSFTMICROSOFT CORP COM$8.7M1.08%16,766CommonSOLE
92826C839VVISA INC COM CL A$8.6M1.06%25,104CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$7.6M0.94%31,259CommonSOLE
020002101ALLALLSTATE CORP COM$7.5M0.94%35,160CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.5M0.81%41,883CommonSOLE
888787108TOSTTOAST INC CL A$6.4M0.80%176,261CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$6.1M0.76%33,283CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$5.5M0.68%444,999CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$5.2M0.65%416,381CommonSOLE
037833100AAPLAPPLE INC COM$4.8M0.60%19,021CommonSOLE
872590104TMUST MOBILE US$4.7M0.58%19,525CommonSOLE
023135106AMZNAMAZON COM INC$4.6M0.57%20,775CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.0M0.50%28,070CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.8M0.47%306,956CommonSOLE
293594107ENVXENOVIX CORP$3.6M0.45%362,372CommonSOLE
73972CAN4TXPRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT$3.4M0.42%4,900,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$2.9M0.35%14,039CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.5M0.32%23,968CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY INC COM$2.5M0.31%838,335CommonSOLE
P31076105CPACOPA HOLDING S A CL A COM$2.2M0.27%18,140CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$1.7M0.21%10,767CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.6M0.20%3,207CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.5M0.19%6,424CommonSOLE
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
78468R663BILSPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL$1.2M0.15%13,095CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.2M0.15%9,663CommonSOLE
68389X105ORCLORACLE CORP COM$1.1M0.14%3,931CommonSOLE
67066G104NVDANVIDIA CORP COM$1.1M0.14%5,914CommonSOLE
88160R101TSLATESLA MTRS INC COM$1.1M0.13%2,391CommonSOLE
482480100KLACKLA CORP$1.0M0.13%940CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$948,1200.12%5,845CommonSOLE
244199105DEDEERE & CO$919,9010.11%2,012CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$884,9190.11%4,851CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$866,0070.11%4,671CommonSOLE
02209S103MOALTRIA GROUP INC$839,1050.10%12,702CommonSOLE
931142103WMTWALMART INC$806,4790.10%7,825CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$777,4450.10%65,004CommonSOLE
30303M102METAMETA PLATFORMS INC$761,8820.09%1,037CommonSOLE
149123101CATCATERPILLAR INC$759,7070.09%1,592CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$753,4520.09%16,055CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$750,4740.09%2,660CommonSOLE
14316J108CGCARLYLE GROUP INC COM$719,0940.09%11,469CommonSOLE
20825C104COPCONOCOPHILLIPS COM$718,4480.09%7,595CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$701,1030.09%118,831CommonSOLE
231561101CWCURTISS WRIGHT CORP$692,2490.09%1,275CommonSOLE
899062BQ5LATULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$614,3810.08%660,000CommonSOLE
836100107SOUNSOUNDHOUND AI INC CL A$604,5600.07%37,597CommonSOLE
038222105AMATAPPLIED MATERIALS INC$587,7450.07%2,871CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$569,5540.07%12,959CommonSOLE
66285WXM3TXNORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$554,4330.07%550,000CommonSOLE
969457100WMBWILLIAMS COS INC COM$505,5270.06%7,980CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$497,9560.06%2,976CommonSOLE
842587107SOSOUTHERN CO COM$458,9500.06%4,843CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CL A$447,6210.06%1,815CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$441,7570.05%725CommonSOLE
307149AN4TXFANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$425,3310.05%540,000CommonSOLE
125523100CICIGNA CORP$421,3720.05%1,462CommonSOLE
747525103QCOMQUALCOMM INC$403,0230.05%2,423CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$392,2620.05%10,002CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$392,1850.05%5,133CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$391,5200.05%3,164CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$387,0460.05%3,872CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$385,5220.05%2,230CommonSOLE
58733R102MELIMERCADOLIBRE INC$350,5410.04%150CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$332,8660.04%1,055CommonSOLE
91282CFP1TUNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$330,0000.04%330,000CommonSOLE
438128308HMCHONDA MTR LTD ADR$316,8980.04%10,289CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$316,5310.04%108,031CommonSOLE
82706TAD3CASILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO$308,4900.04%3,500,000CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$304,0240.04%2,820CommonSOLE
053332102AZOAUTOZONE INC$300,3170.04%70CommonSOLE
74762E102QUREQUANTA SVCS INC COM$290,3070.04%701CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$283,8750.04%865CommonSOLE
713448108PEPPEPSICO INC COM$279,1890.03%1,988CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD ADR$277,9210.03%995CommonSOLE
205768302CRKCOMSTOCK RES INC COM$274,5460.03%13,845CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$270,2940.03%3,951CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$260,8840.03%854CommonSOLE
369604301GEGENERAL ELECTRIC CO$260,7970.03%867CommonSOLE
718546104PSXPHILLIPS 66$257,5120.03%1,893CommonSOLE
890930100TPZTORTOISE CAP SER TR POWER & ENERGY INFRAST$253,5030.03%12,066CommonSOLE
37954Y343MLPAGLOBAL X FDS MLP ETF$241,9060.03%4,996CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$234,7320.03%129,686CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$234,2780.03%744CommonSOLE
872540109TJXTJX COS INC NEW$230,2550.03%1,593CommonSOLE
11135F101AVGOBROADCOM INC COM$229,8660.03%697CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$220,1630.03%329CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP NEW COM$218,8330.03%236CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$213,6400.03%627CommonSOLE
92204A702VGTVANGUARD WORLD FDS INFORMATION TECH ETF$209,2600.03%280CommonSOLE
670837103OGEOGE ENERGY CORP$206,8370.03%4,470CommonSOLE
88880NAW9VATOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C$206,7030.03%830,000CommonSOLE
735389J33WAPORT SEATTLE WASH REV INTER LIEN BDS 2019 5.000 04/01/44 B/E DTD 08/07/$202,1360.03%200,000CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$201,5280.02%3,226CommonSOLE

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.