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McGowan Group Asset Management, Inc.

Q4 2025 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2026-01-29 · accession 0001633227-26-000001

$806.0M
Reported value
126
Positions
2025-12-31
Period end
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The Brief · McGowan Group Asset Management, Inc. · Q4 2025

AI · grounded in 13F

McGowan Group Asset Management, Inc. initiated a new position in FLS valued at $25.35M. The fund closed its position in ARCC, reducing exposure by $23.87M, and exited PR for $12.03M. Other notable activity includes new positions in EQT for $11.27M and VFLO for $4.3M, alongside a 3.29% increase in shares of GOOGL.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$96.0M11.9%96,011,095CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$47.3M5.87%3,749,705CommonSOLE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIGH INCOME FD IN$39.7M4.93%3,718,331CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$33.8M4.19%3,797,228CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$33.3M4.13%1,380,626CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$32.7M4.05%2,898,929CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$31.7M3.93%559,252CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$30.3M3.75%251,373CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P LTD PARTNER INT CL A$25.7M3.18%1,340,808CommonSOLE
34354P105FLSFLOWSERVE CORP$25.4M3.15%365,386CommonSOLE
532457108LLYELI LILLY & CO COM$23.1M2.86%21,458CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$22.2M2.75%128,446CommonSOLE
88579Y101MMM3M CO COM$20.5M2.54%128,108CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$19.7M2.45%783,596CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$18.6M2.31%368,597CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$16.7M2.07%132,829CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$16.4M2.03%1,410,373CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$16.4M2.03%1,362,021CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$15.3M1.90%797,580CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$14.8M1.84%899,349CommonSOLE
91529Y106UNMUNUM GROUP$14.7M1.82%189,347CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$14.4M1.79%623,768CommonSOLE
278642103EBAYEBAY INC COM$13.4M1.66%153,521CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$12.9M1.60%240,859CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$11.9M1.48%371,150CommonSOLE
26884L109EQTEQT CORP$11.3M1.40%210,348CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$10.1M1.25%32,288CommonSOLE
92826C839VVISA INC COM CL A$8.9M1.10%25,286CommonSOLE
594918104MSFTMICROSOFT CORP COM$8.3M1.03%17,088CommonSOLE
020002101ALLALLSTATE CORP COM$7.4M0.91%35,370CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.3M0.78%41,280CommonSOLE
888787108TOSTTOAST INC CL A$6.3M0.78%176,622CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$6.1M0.75%478,625CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.8M0.72%33,284CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$5.7M0.71%452,589CommonSOLE
037833100AAPLAPPLE INC COM$5.2M0.65%19,257CommonSOLE
023135106AMZNAMAZON COM INC$4.8M0.60%21,002CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II VICTORYSHARES FREE C$4.3M0.53%109,140CommonSOLE
872590104TMUST MOBILE US$4.0M0.50%19,855CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.8M0.47%307,232CommonSOLE
73972CAN4TXPRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT$3.4M0.42%4,900,000CommonSOLE
293594107ENVXENOVIX CORP$2.8M0.35%384,123CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.7M0.33%24,073CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$2.6M0.32%14,144CommonSOLE
P31076105CPACOPA HOLDING S A CL A COM$2.4M0.30%20,209CommonSOLE
911549103UAMYUNITED STATES ANTIMONY CORP COM$2.2M0.27%441,435CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY INC COM$1.7M0.21%945,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.6M0.20%3,210CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$1.5M0.19%10,765CommonSOLE
307149AM6TXFANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$1.5M0.19%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.5M0.18%2,561CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$1.3M0.16%9,665CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.2M0.16%6,428CommonSOLE
482480100KLACKLA CORP$1.1M0.14%940CommonSOLE
67066G104NVDANVIDIA CORP COM$1.1M0.14%5,929CommonSOLE
78468R663BILSPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL$1.0M0.13%11,247CommonSOLE
244199105DEDEERE & CO$933,5340.12%2,005CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$920,9300.11%4,450CommonSOLE
149123101CATCATERPILLAR INC$912,8300.11%1,593CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$907,9380.11%5,660CommonSOLE
931142103WMTWALMART INC$899,1160.11%8,070CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$896,5240.11%141,631CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$837,3800.10%4,711CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$797,6660.10%2,693CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$789,3240.10%60,162CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$755,1360.09%16,060CommonSOLE
68389X105ORCLORACLE CORP COM$744,6540.09%3,820CommonSOLE
88160R101TSLATESLA MTRS INC COM$740,6890.09%1,647CommonSOLE
038222105AMATAPPLIED MATERIALS INC$737,8640.09%2,871CommonSOLE
02209S103MOALTRIA GROUP INC$735,8020.09%12,761CommonSOLE
30303M102METAMETA PLATFORMS INC$731,8820.09%1,109CommonSOLE
20825C104COPCONOCOPHILLIPS COM$711,0050.09%7,595CommonSOLE
231561101CWCURTISS WRIGHT CORP$702,8690.09%1,275CommonSOLE
14316J108CGCARLYLE GROUP INC COM$669,1750.08%11,321CommonSOLE
899062BQ5LATULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$615,8860.08%660,000CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$582,8540.07%3,178CommonSOLE
66285WXM3TXNORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$554,9830.07%550,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$508,8920.06%10,020CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$504,2410.06%12,380CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4$487,0100.06%1,815CommonSOLE
969457100WMBWILLIAMS COS INC COM$482,9010.06%8,034CommonSOLE
307149AN4TXFANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$428,7760.05%540,000CommonSOLE
842587107SOSOUTHERN CO COM$424,8150.05%4,872CommonSOLE
747525103QCOMQUALCOMM INC$414,6000.05%2,424CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$413,4020.05%725CommonSOLE
125523100CICIGNA CORP$402,6400.05%1,463CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$399,1480.05%3,893CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV ORD CL A$395,7190.05%9,139CommonSOLE
150870103CECELANESE CORP DEL COM SER A$394,4720.05%9,330CommonSOLE
836100107SOUNSOUNDHOUND AI INC CL A$374,8420.05%37,597CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$371,1390.05%3,166CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$347,3090.04%4,049CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$345,0030.04%2,230CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$335,7270.04%1,042CommonSOLE
205768302CRKCOMSTOCK RES INC COM$320,9270.04%13,845CommonSOLE
58733R102MELIMERCADOLIBRE INC$318,2530.04%158CommonSOLE
82706TAD3CASILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO$316,5750.04%3,500,000CommonSOLE
37954Y343MLPAGLOBAL X FDS MLP ETF$311,3420.04%6,431CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$308,5970.04%4,006CommonSOLE
438128308HMCHONDA MTR LTD ADR$305,1070.04%10,350CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$300,4570.04%111,280CommonSOLE
74762E102QUREQUANTA SVCS INC COM$295,6590.04%701CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$290,0160.04%865CommonSOLE
11135F101AVGOBROADCOM INC COM$289,6580.04%837CommonSOLE
713448108PEPPEPSICO INC COM$287,3210.04%2,002CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$279,1030.03%3,060CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD ADR$278,6190.03%917CommonSOLE
872540109TJXTJX COS INC NEW$277,2750.03%1,805CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$250,9080.03%855CommonSOLE
92204A702VGTVANGUARD WORLD FDS INFORMATION TECH ETF$250,4610.03%332CommonSOLE
890930100TPZTORTOISE CAP SER TR POWER & ENERGY INFRAST$246,7390.03%12,107CommonSOLE
718546104PSXPHILLIPS 66$246,6210.03%1,911CommonSOLE
053332102AZOAUTOZONE INC$237,4050.03%70CommonSOLE
369604301GEGENERAL ELECTRIC CO$234,5010.03%761CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$233,4350.03%129,686CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$228,2860.03%26,060CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$225,3520.03%329CommonSOLE
458140100INTCINTEL CORP COM$221,3360.03%5,998CommonSOLE
231021106CMICUMMINS INC$220,0040.03%431CommonSOLE
67066Y105NACNUVEEN CALIF QUALITY MUN INCOME FD$210,8150.03%17,851CommonSOLE
88880NAW9VATOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C$210,0900.03%830,000CommonSOLE
78463V107GLDSPDR GOLD TR GOLD SHS$209,6480.03%529CommonSOLE
H1467J104CBCHUBB LTD COM$209,0140.03%670CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP NEW COM$204,0630.03%237CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$203,8510.03%606CommonSOLE
735389J33WAPORT SEATTLE WASH REV INTER LIEN BDS 2019 5.000 04/01/44 B/E DTD 08/07/$202,9360.03%200,000CommonSOLE

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.