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McGowan Group Asset Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001633227

$823.1M

disclosed book value

152

positions

5.8%

largest position share

Positions, as of 2026-06-30

top 100 of 152 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JGHNUVEEN GLOBAL HIGH INCOME FD SHS3.8M$47.8M5.8%
2HYTBLACKROCK CORPOR HI YLD FD INC COM4.6M$39.0M4.7%
3UTFCOHEN & STEERS INFRASTRUCTURE COM1.4M$38.4M4.7%
4XAWFXALLIANCEBERNSTEIN GLOBAL HIGH COM3.7M$38.3M4.7%
5DELLDELL TECHNOLOGIES INC CL C85,624$36.9M4.5%
6BTIBRITISH AMERN TOB PLC SPONSORED ADR555,566$34.3M4.2%
7XOMEXXONMOBIL HOLDINGS CORP COM SHS243,426$33.3M4%
8PAGPPLAINS GP HLDGS L P LTD PARTNR INT A1.3M$32.6M4%
9DSLDOUBLELINE INCOME SOLUTIONS FD COM2.9M$32.5M3.9%
10GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF540,585$27.3M3.3%
11FLSFLOWSERVE CORP COM361,663$26.8M3.3%
12LLYELI LILLY & CO COM21,201$25.4M3.1%
13IFLOVICTORYSHARES INTERNATIONAL FREE CASH FLOW ETF662,310$21.9M2.7%
14XEVTXEATON VANCE TAX ADVT DIV INCM COM777,149$21.5M2.6%
15FDXFEDEX CORP COM62,446$19.6M2.4%
16ETENERGY TRANSFER L P COM UT LTD PTN936,961$17.9M2.2%
17BWXTBWX TECHNOLOGIES INC COM85,977$16.7M2%
18UNMUNUM GROUP COM185,469$16.6M2%
19SONSONOCO PRODS CO COM294,212$16.6M2%
20XNEAXNUVEEN AMT FREE QLTY MUN INCME COM1.4M$16.6M2%
21NADNUVEEN QUALITY MUNCP INCOME FD COM1.4M$16.5M2%
22CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT787,259$16.2M2%
23ETGEATON VANCE TX ADV GLBL DIV FD COM618,154$14.6M1.8%
24CQPCHENIERE ENERGY PARTNERS L P COM UNIT237,546$14.5M1.8%
25OHIOMEGA HEALTHCARE INVS INC COM299,909$14.3M1.7%
26MMM3M CO COM86,016$13.9M1.7%
27EPDENTERPRISE PRODS PARTNERS L P COM370,768$13.6M1.7%
28EQTEQT CORP COM208,339$11.1M1.3%
29GOOGLALPHABET INC CAP STK CL A30,820$11.0M1.3%
30VVISA INC COM CL A24,988$8.6M1%
31TXNTEXAS INSTRS INC COM24,064$7.2M0.9%
32CVXCHEVRON CORPORATION COM41,247$6.8M0.8%
33NVGNUVEEN AMT FREE MUN CR INC FD COM494,104$6.3M0.8%
34NZFNUVEEN MUN CR INCOME FD COM SH BEN INT469,795$6.0M0.7%
35VFLOVICTORYSHARES FREE CASH FLOW ETF129,421$5.9M0.7%
36AAPLAPPLE INC COM18,991$5.5M0.7%
37AMZNAMAZON COM INC COM20,763$4.9M0.6%
38TOSTTOAST INC CL A176,307$4.9M0.6%
39FDXFFEDEX FGHT HLDG CO INC COMMON STOCK30,686$4.6M0.6%
40MUMICRON TECHNOLOGY INC COM3,843$4.4M0.5%
41KYNKAYNE ANDERSON ENERGY INFRSTR COM309,680$4.3M0.5%
42COPA HOLDINGS SA CL A22,714$3.5M0.4%
43UAMYUNITED STATES ANTIMONY CORP COM444,849$3.2M0.4%
44KLACKLA CORP COM NEW9,550$2.9M0.4%
45ENVXENOVIX CORPORATION COM364,185$2.2M0.3%
46AMATAPPLIED MATLS INC COM2,871$2.1M0.3%
47STKSTHE ONE GROUP HOSPITALITY INC COM940,000$1.9M0.2%
48APHAMPHENOL CORP CL A9,669$1.7M0.2%
49CATCATERPILLAR INC COM1,565$1.7M0.2%
50RLGTRADIANT LOGISTICS INC COM169,406$1.6M0.2%
51PGPROCTER & GAMBLE CO COM10,653$1.6M0.2%
52BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW3,036$1.5M0.2%
53LNGCHENIERE ENERGY INC COM NEW5,784$1.4M0.2%
54MAMASTERCARD INCORPORATED CL A2,532$1.3M0.2%
55DEDEERE & CO COM2,034$1.3M0.2%
56EXEEXPAND ENERGY CORPORATION COM13,943$1.3M0.2%
57MSFTMICROSOFT CORP COM3,371$1.3M0.2%
58GLWCORNING INC COM4,778$1.2M0.1%
59NVDANVIDIA CORPORATION COM5,948$1.2M0.1%
60JNJJOHNSON & JOHNSON COM4,336$1.1M0.1%
61BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF11,247$1.0M0.1%
62FFORD MTR CO COM71,577$994,9260.1%
63CWCURTISS WRIGHT CORP COM1,275$966,1440.1%
64WMTWALMART INC COM8,506$963,3670.1%
65PMPHILIP MORRIS INTL INC COM5,316$961,6450.1%
66MOALTRIA GROUP INC COM12,876$926,4640.1%
67AMLPALERIAN MLP ETF16,269$843,5680.1%
68COPCONOCOPHILLIPS COM7,833$814,3600.1%
69TSLATESLA INC COM1,643$691,0460.1%
70IBMINTERNATIONAL BUSINESS MACHS COM2,452$689,4700.1%
71VRTVERTIV HOLDINGS CO COM CL A2,056$688,3250.1%
72FCXFREEPORT MCMORAN INC CL B10,006$629,2560.1%
73WMBWILLIAMS COS INC COM8,035$597,3080.1%
74PLTRPALANTIR TECHNOLOGIES INC CL A5,010$584,5170.1%
75RTXRTX CORPORATION COM3,049$578,4950.1%
76HTHHILLTOP HLDGS INC COM14,575$565,2190.1%
77METAMETA PLATFORMS INC CL A999$562,9420.1%
78POWLPOWELL INDS INC COM1,871$535,8840.1%
79GEGE AEROSPACE COM NEW1,405$525,1600.1%
80LYONDELLBASELL INDUSTRIES NV SHS - A -9,139$481,1680.1%
81VLOVALERO ENERGY CORP COM1,838$478,7610.1%
82TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1,000$477,6260.1%
83ORCLORACLE CORP COM3,234$473,9170.1%
84CSCOCISCO SYS INC COM3,999$469,7300.1%
85SOSOUTHERN CO COM4,907$469,6860.1%
86CGCARLYLE GROUP INC COM10,962$461,6080.1%
87QCOMQUALCOMM INC COM2,439$450,6590.1%
88IUSVISHARES CORE S&P US VALUE ETF3,923$432,0810.1%
89CECELANESE CORP DEL COM9,330$429,1800.1%
90AMGNAMGEN INC COM1,129$408,8000%
91DUKDUKE ENERGY CORP NEW COM NEW3,229$408,7530%
92DLRDIGITAL RLTY TR INC COM2,230$400,4630%
93CITHE CIGNA GROUP COM1,449$399,4710%
94AVGOBROADCOM INC COM990$373,8420%
95NOCNORTHROP GRUMMAN CORP COM725$369,2500%
96MLPAGLOBAL X MLP ETF6,627$351,7660%
97GEVGE VERNOVA INC COM291$341,3960%
98JPMJPMORGAN CHASE & CO COM1,042$341,0000%
99NOKNOKIA CORP SPONSORED ADR25,000$332,0000%
100VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF865$320,0930%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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