Sound Income Strategies, LLC

CIK 0001730960 · Q2 2026

13F Equity AUM

$2.2B

+7.6% QoQ

Positions

483

-2298 QoQ

AUM Rank

#2,212

Top 18%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #6,752 · Top 82%

vs S&P -6.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 11.3%Top 10: 20.5%Top 20: 32.4%

HTGC2.6%

ARCC2.3%

GBDC2.2%

TSLX2.1%

OBDC2.0%

BXSL1.9%

SHYG1.9%

HYEM1.9%

EMHY1.8%

PFLT1.8%

Others (473)79.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 483Median: 0.03%Avg: 0.21%

0–0.5%

411(28.0%)

0.5–1%

46(33.5%)

1–3%

26(38.5%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 483vs 20 funds

0%Low

483

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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