CLIFFWATER CORPORATE LENDING I - CCLFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 512,028 | 5,396 | 0.37% | 0.21% | 1 | +216,774 | 73.42% | Q1 2026 | Apr 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 9,752 | 102 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,491 | -100.0% | Q4 2025 | Feb 13, 2026 |