Boreal Capital Management LLC quarter change: USA Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Boreal Capital Management LLC opened 0 positions, added to 0, reduced 0, sold out of 54 and left 0 unchanged. The largest increase in value was ARCC (-$577); the largest decrease was IEF (-$3,706,412).
Two Form 13F-HR filings compared (SEC CIK 2080094): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Adelphi Trust Co | United States | $0.123B | 182 |
| Aristotle Pacific Capital, LLC | United States | $0.123B | 5 |
| KRAEMATON INVESTMENT ADVISORS, INC | United States | $0.123B | 99 |
| MISHPACHA HOLDINGS CORP | Brazil | $0.123B | 3 |
| Cannon Capital Management, Inc. | United States | $0.123B | 28 |
| Kropog Financial Group, LLC | United States | $0.123B | 33 |
| Corus Family Wealth Advisors | United States | $0.123B | 69 |
| Sound Portfolio Advisors, LLC | United States | $0.123B | 44 |
| Gumshoe Capital Management LLC | United States | $0.123B | 7 |
| Geremia Financial Services, LLC | United States | $0.123B | 10 |