MCGOWAN GROUP ASSET MANAGEMENT, INC.

PrivateCIK: 1633227
Location

DALLAS, TX

📋 What this filing means

MCGOWAN GROUP ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $823.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

152
Positions
$823.11M
Total AUM (reported)
32.60M
Total Shares

Allocation by class

TOTAL AUM$823.11M152 positions
STOCK$414.38M50.3%
CEF$298.86M36.3%
ETF$59.48M7.2%
ADR$35.38M4.3%
REIT$15.01M1.8%

Portfolio Concentration

Top 315.2%4–1028.6%11–2533.5%Rest22.7%TOP 1043.8%0%100%
Top 3$125.13M15.2%
4–10$235.30M28.6%
11–25$275.64M33.5%
Rest$187.05M22.7%

Top 3 weight

15.2%

Top 10 weight

43.8%

Voting Authority Distribution

Total shares with voting rights: 32.60M

Sole

Full voting authority

32.60M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole152
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings152
Rows:

NUVEEN GLOBAL HIGH INCOME FD SHS

SOLE
CEF
Shares3.75M
TypeSH
Market value$47.77M
5.80%
Sole
3.75M
Shared
0.00
None
0.00

BLACKROCK CORPOR HI YLD FD INC COM

SOLE
CEF
Shares4.55M
TypeSH
Market value$38.98M
4.74%
Sole
4.55M
Shared
0.00
None
0.00

COHEN & STEERS INFRASTRUCTURE COM

SOLE
CEF
Shares1.39M
TypeSH
Market value$38.37M
4.66%
Sole
1.39M
Shared
0.00
None
0.00

ALLIANCEBERNSTEIN GLOBAL HIGH COM

SOLE
CEF
Shares3.72M
TypeSH
Market value$38.33M
4.66%
Sole
3.72M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC CL C

SOLE
Stock
Shares85.62K
TypeSH
Market value$36.94M
4.49%
Sole
85.62K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC SPONSORED ADR

SOLE
ADR
Shares555.57K
TypeSH
Market value$34.31M
4.17%
Sole
555.57K
Shared
0.00
None
0.00

EXXONMOBIL HOLDINGS CORP COM SHS

SOLE
Stock
Shares243.43K
TypeSH
Market value$33.28M
4.04%
Sole
243.43K
Shared
0.00
None
0.00

PLAINS GP HLDGS L P LTD PARTNR INT A

SOLE
Stock
Shares1.34M
TypeSH
Market value$32.59M
3.96%
Sole
1.34M
Shared
0.00
None
0.00

DOUBLELINE INCOME SOLUTIONS FD COM

SOLE
CEF
Shares2.94M
TypeSH
Market value$32.50M
3.95%
Sole
2.94M
Shared
0.00
None
0.00

GOLDMAN SACHS ULTRA SHORT BOND ETF

SOLE
ETF
Shares540.59K
TypeSH
Market value$27.34M
3.32%
Sole
540.58K
Shared
0.00
None
0.00

FLOWSERVE CORP COM

SOLE
Stock
Shares361.66K
TypeSH
Market value$26.82M
3.26%
Sole
361.66K
Shared
0.00
None
0.00

ELI LILLY & CO COM

SOLE
Stock
Shares21.20K
TypeSH
Market value$25.43M
3.09%
Sole
21.20K
Shared
0.00
None
0.00

VICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF

SOLE
ETF
Shares662.31K
TypeSH
Market value$21.94M
2.66%
Sole
662.31K
Shared
0.00
None
0.00

EATON VANCE TAX ADVT DIV INCM COM

SOLE
CEF
Shares777.15K
TypeSH
Market value$21.51M
2.61%
Sole
777.15K
Shared
0.00
None
0.00

FEDEX CORP COM

SOLE
Stock
Shares62.45K
TypeSH
Market value$19.55M
2.38%
Sole
62.45K
Shared
0.00
None
0.00

ENERGY TRANSFER L P COM UT LTD PTN

SOLE
Stock
Shares936.96K
TypeSH
Market value$17.91M
2.18%
Sole
936.96K
Shared
0.00
None
0.00

BWX TECHNOLOGIES INC COM

SOLE
Stock
Shares85.98K
TypeSH
Market value$16.74M
2.03%
Sole
85.98K
Shared
0.00
None
0.00

UNUM GROUP COM

SOLE
Stock
Shares185.47K
TypeSH
Market value$16.58M
2.01%
Sole
185.47K
Shared
0.00
None
0.00

SONOCO PRODS CO COM

SOLE
Stock
Shares294.21K
TypeSH
Market value$16.58M
2.01%
Sole
294.21K
Shared
0.00
None
0.00

NUVEEN AMT FREE QLTY MUN INCME COM

SOLE
CEF
Shares1.41M
TypeSH
Market value$16.55M
2.01%
Sole
1.41M
Shared
0.00
None
0.00

NUVEEN QUALITY MUNCP INCOME FD COM

SOLE
CEF
Shares1.36M
TypeSH
Market value$16.51M
2.01%
Sole
1.36M
Shared
0.00
None
0.00

CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT

SOLE
CEF
Shares787.26K
TypeSH
Market value$16.19M
1.97%
Sole
787.26K
Shared
0.00
None
0.00

EATON VANCE TX ADV GLBL DIV FD COM

SOLE
CEF
Shares618.15K
TypeSH
Market value$14.55M
1.77%
Sole
618.15K
Shared
0.00
None
0.00

CHENIERE ENERGY PARTNERS L P COM UNIT

SOLE
Stock
Shares237.55K
TypeSH
Market value$14.48M
1.76%
Sole
237.55K
Shared
0.00
None
0.00

OMEGA HEALTHCARE INVS INC COM

SOLE
REIT
Shares299.91K
TypeSH
Market value$14.30M
1.74%
Sole
299.91K
Shared
0.00
None
0.00
Page 1 of 7