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Stellus Capital Investment Corp
Corporation registered in the United States, active since 2012.
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Last updated Oct 18, 2026.
Overview
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash | $44.2M3 | $48.0M4 | $26.1M5 | $20.1M6 | $25.1M6 | |||
| Total assets | $821.3M3 | $898.2M4 | $908.1M5 | $980.9M6 | $1.0B6 | |||
| Total liabilities | $536.2M3 | $622.4M4 | $588.1M5 | $611.0M6 | $670.1M6 | |||
| Shareholders’ equity | $270.6M3 | $273.4M4 | $285.1M3 | $275.8M4 | $319.9M5 | $369.9M6 | $371.2M6 | |
| Shares outstanding | 19.5M shares3 | 19.7M shares4 | 24.1M shares5 | 27.5M shares6 | 28.9M shares6 | 28.9M shares6 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Compare Stellus Capital Investment Corp with another company
Leadership
Who has led Stellus Capital Investment Corp, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerRobert Ladd Aug 19, 2015 to Aug 26, 20159
- PresidentRobert Ladd Aug 19, 2015 to Aug 26, 20159
- Chief financial officerW. Todd Huskinson Nov 7, 2012 to now10
Board members and other officers (7)
- Board memberRobert Ladd Aug 19, 2015 to Aug 26, 20159
- Board memberBruce R. Bilger Nov 7, 2012 to now11
- Board memberDean D'Angelo Nov 7, 2012 to Jun 21, 202212
- Board memberJ. Tim Arnoult Nov 7, 2012 to now13
- Board memberJoshua T. Davis Nov 7, 2012 to Mar 20, 202014
- Board memberPaul Keglevic Nov 7, 2012 to Jun 26, 201515
- Board memberWilliam C. Repko Nov 7, 2012 to Nov 7, 201216
Timeline
Filings
114 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 25 major events, 11 insider forms, 58 other. The latest 20:
- Oct 14, 2026APP NTC EDGAR
- Oct 6, 202640-APP/A EDGAR
- Sep 17, 20264 OWNERSHIP DOCUMENT EDGAR
- Aug 14, 202640-APP/A EDGAR
- Aug 10, 202610-Q EDGAR
- Jul 29, 20268-K EDGAR
- Jun 25, 20264 OWNERSHIP DOCUMENT EDGAR
- Jun 22, 20268-K EDGAR
- Jun 17, 20268-K EDGAR
- May 11, 202610-Q EDGAR
- May 4, 2026DEFA14A EDGAR
- Apr 24, 2026DEFA14A EDGAR
- Apr 16, 2026DEF 14A EDGAR
- Mar 27, 2026PRE 14A EDGAR
- Mar 17, 20264 OWNERSHIP DOCUMENT EDGAR
- Mar 17, 20264 OWNERSHIP DOCUMENT EDGAR
- Mar 17, 20264 OWNERSHIP DOCUMENT EDGAR
- Mar 11, 202610-K EDGAR
- Feb 5, 20268-K EDGAR
- Dec 23, 202540-17G EDGAR
The 114 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 59. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Corient Private Wealth LP | 284,746 | $2.4M | 0.0% | +29,267 |
| LPL Financial LLC | 263,356 | $2.2M | 0.0% | −51,436 |
| Muzinich & Co., Inc. | 255,026 | $2.1M | 0.7% | +192 |
| Raymond James Financial Inc | 252,821 | $2.1M | 0.0% | +15,222 |
| Legal & General Group Plc | 238,329 | $2.0M | 0.0% | +8,794 |
| Advisors Asset Management, Inc. | 220,277 | $1.9M | 0.0% | +27,584 |
| Ethos Financial Group, LLC | 217,193 | $1.8M | 0.1% | +19,403 |
| Condor Capital Management | 211,987 | $1.8M | 0.1% | +5,571 |
| Sumitomo Mitsui Trust Group, Inc. | 156,151 | $1.3M | 0.0% | No change |
| Icon Wealth Advisors, LLC | 135,536 | $1.1M | 0.1% | +267 |
| Samjo Management, LLC | 133,700 | $1.1M | 0.4% | New |
| BlackRock, Inc. | 109,462 | $921.7K | 0.0% | −2,764 |
| Millennium Management LLC | 96,424 | $811.9K | 0.0% | −20,243 |
| Inspire Advisors, LLC | 86,232 | $726.1K | 0.1% | −24,925 |
| Gables Capital Management Inc. | 67,052 | $564.6K | 0.2% | +185 |
| Morgan Stanley | 64,355 | $541.9K | 0.0% | −83,400 |
| Trexquant Investment LP | 63,649 | $535.9K | 0.0% | −4,671 |
| Virtus Investment Advisers, LLC | 62,135 | $523.2K | 0.1% | +1,463 |
| XTX Topco Ltd | 57,978 | $488.2K | 0.0% | +40,886 |
| Bank Of America Corp /de/ | 57,317 | $482.6K | 0.0% | +31,506 |
| Doliver Advisors, LP | 55,292 | $465.6K | 0.1% | +45,292 |
| PFG Investments, LLC | 53,260 | $448.4K | 0.0% | −21,401 |
| Marshall Wace, Llp | 48,843 | $411.3K | 0.0% | −104,016 |
| Citadel Advisors LLC | 46,090 | $388.1K | 0.0% | −16,264 |
| Campbell & CO Investment Adviser LLC | 34,955 | $294.3K | 0.0% | +19,194 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 9SEC EDGARRobert Ladd, Chief executive officer
- 10
- 11SEC EDGARBruce R. Bilger, Board member
- 12SEC EDGARDean D'Angelo, Board member
- 13SEC EDGARJ. Tim Arnoult, Board member
- 14SEC EDGARJoshua T. Davis, Board member
- 15SEC EDGARPaul Keglevic, Board member
- 16SEC EDGARWilliam C. Repko, Board member
- 17