Next Capital Management LLC Incresed Positions in Q2 2025

Next Capital Management LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.08M
+ 2131.36%
$6.47 - $8.05 $7.01M - $8.73M
1.13M $8.74M
IVV
Ishares Core S&P 500 ETF

ETFs
5.56K
+ 9.5%
$498.8 - $620.9 $2.78M - $3.45M
64.1K $39.8M
AINV
Apollo Investment Corp

Financial Services
556K
+ 329.02%
N/A
725K $8.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.71K
+ 95.87%
$456.74 - $568.03 $3.52M - $4.38M
15.7K $8.95M
NVDA
Nvidia Corp

Technology
14.4K
+ 114.74%
$94.31 - $157.99 $1.36M - $2.28M
27K $4.27M
META
Meta Platforms, Inc.

Communication Services
44
+ 0.26%
$484.66 - $738.09 $21.3K - $32.5K
16.7K $12.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.89K
+ 117.86%
$272.36 - $339.57 $1.88M - $2.34M
12.7K $4.32M
AMZN
Amazon Com Inc

Consumer Cyclical
4.82K
+ 12.32%
$167.32 - $223.3 $807K - $1.08M
44K $9.65M
JPM
Jpmorgan Chase & CO

Financial Services
6.73K
+ 231.41%
$210.28 - $289.91 $1.42M - $1.95M
9.64K $2.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 0.13%
$416.06 - $551.64 $12.1K - $16K
21.8K $12M
MSFT
Microsoft Corp

Technology
1.23K
+ 32.22%
$354.56 - $497.45 $436K - $612K
5.05K $2.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.07K
+ 2.3%
$82.96 - $110.1 $88.9K - $118K
47.8K $5.26M
VTI
Vanguard Total Stock Market Et

ETFs
427
+ 1.63%
$243.75 - $303.93 $104K - $130K
26.6K $8.07M
GOOGL
Alphabet Inc.

Communication Services
3.95K
+ 130.33%
$144.7 - $178.6 $571K - $705K
6.97K $1.23M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10K
+ 217.3%
$59.24 - $71.39 $593K - $715K
14.6K $1.04M
KKR
Kkr & Co. Inc.

Financial Services
2.89K
+ 16.6%
$92.79 - $134.29 $268K - $388K
20.3K $2.7M
GOOG
Alphabet Inc.

Communication Services
3.11K
+ 84.4%
$146.58 - $180.01 $455K - $559K
6.78K $1.2M
LLY
Eli Lilly & CO

Healthcare
814
+ 91.46%
$713.71 - $898.95 $581K - $732K
1.7K $1.33M
FNDX
Schwab Fundamental U S Large C

ETFs
21.5K
+ 33.84%
$20.84 - $24.54 $449K - $528K
85.2K $2.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.08K
+ 8.82%
$90.56 - $109.49 $279K - $337K
37.9K $4.15M
NFLX
Netflix Inc

Communication Services
59
+ 6.26%
$855.86 - $1339.13 $50.5K - $79K
1K $1.34M
GS
Goldman Sachs Group Inc

Financial Services
377
+ 33.01%
$462.22 - $707.75 $174K - $267K
1.52K $1.08M
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 117.9%
$146.36 - $159.82 $458K - $500K
5.78K $883K
IEMG
Ishares Inc

ETFs
8.04K
+ 10.85%
N/A
82.1K $4.41M
VUG
Vanguard Growth ETF

ETFs
48
+ 0.98%
$329.49 - $438.4 $15.8K - $21K
4.94K $2.17M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.29K
+ 16.2%
$104.34 - $138.68 $134K - $178K
9.23K $1.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
321
+ 4.1%
$171.4 - $227.1 $55K - $72.9K
8.15K $1.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 1.8%
$51.16 - $62.02 $59.4K - $72K
65.7K $4.07M
KO
Coca Cola CO

Consumer Defensive
4.07K
+ 23.06%
$68.37 - $73.9 $278K - $301K
21.7K $1.54M
SCHW
Schwab Charles Corp

Financial Services
702
+ 4.39%
$69.06 - $91.24 $48.5K - $64.1K
16.7K $1.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
716
+ 3.48%
$166.82 - $194.23 $119K - $139K
21.3K $4.14M
EEM
Ishares Msci Emerging Markets

ETFs
1.73K
+ 5.28%
$38.52 - $48.28 $66.7K - $83.6K
34.5K $1.66M
EWG
Ishares Msci Germany ETF

ETFs
4.3K
+ 59.93%
$33.22 - $42.57 $143K - $183K
11.5K $485K
XLK
Technology Sector Spdr

ETFs
157
+ 4.12%
$179.73 - $253.23 $28.2K - $39.8K
3.97K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
246
+ 3.35%
$149.23 - $184.95 $36.7K - $45.5K
7.59K $1.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.16K
+ 12.8%
$72.96 - $90.39 $84.6K - $105K
10.2K $913K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.06K
+ 14.39%
$483.48 - $539.8 $514K - $574K
8.45K $4.1M
XLF
Financial Sector Spdr

ETFs
1.28K
+ 4.11%
$43.92 - $52.37 $56.3K - $67.1K
32.4K $1.7M
TFX
Teleflex Inc

Healthcare
2.54K
+ 32.27%
$117.53 - $141.38 $299K - $360K
10.4K $1.23M
BX
Blackstone Inc.

Financial Services
716
+ 18.79%
$120.07 - $151.11 $86K - $108K
4.53K $676K
VV
Vanguard Large Cap ETF

ETFs
19
+ 0.42%
$228.25 - $285.3 $4.34K - $5.42K
4.51K $1.29M
VEA
Vanguard Ftse Developed Market

ETFs
889
+ 7.03%
$45.65 - $57.01 $40.6K - $50.7K
13.5K $771K
UNH
Unitedhealth Group Inc

Healthcare
732
+ 142.41%
$274.35 - $599.47 $201K - $439K
1.25K $388K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.13K
+ 53.96%
$83.54 - $100.04 $94.6K - $113K
3.23K $321K
MCD
Mcdonalds Corp

Consumer Cyclical
657
+ 16.31%
$285.55 - $321.23 $188K - $211K
4.68K $1.37M
PFE
Pfizer Inc

Healthcare
4.48K
+ 33.36%
$21.59 - $24.84 $96.7K - $111K
17.9K $433K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
97
+ 0.3%
$19.1 - $23.83 $1.85K - $2.31K
32.9K $784K
MRK
Merck & Co., Inc.

Healthcare
1.45K
+ 33.13%
$73.47 - $87.12 $106K - $126K
5.81K $460K
PG
Procter & Gamble CO

Consumer Defensive
547
+ 29.27%
$157.66 - $172.39 $86.2K - $94.3K
2.42K $384K
Activity Summary
Buys All Purchases 89 New Holdings 24 Increased Positions 65 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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