Next Capital Management LLC

DOSSIER · 13F-HR · Q2 2026

Next Capital Management LLC

$370M in tracked AUM across 138 positions as of Q2 2026.

NC

CIK 0001752762 · last filed Jun 30, 2026

Total AUM

$370M

as of Q2 2026

Holdings

138

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Next Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$54M72K14.6%02

MFIC

MIDCAP FINL INVESTME

$19M1.9M5.2%03

OBDC

BLUE OWL CAP CORP

$18M1.7M5.0%04

IEFA

ISHARES CORE MSCI EAFE ETF

$17M176K4.6%05

QQQ

INVESCO QQQ TR

$15M20K4.0%06

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$14M163K3.7%07

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES