v3.26.1
Note 4 - Investments
6 Months Ended
Jun. 30, 2026
Notes to Financial Statements  
Investment [Text Block]

4. INVESTMENTS

 

The following is a summary of the composition of the Company’s investment portfolio at cost and fair value as of  June 30, 2026 and  December 31, 2025 (dollar amounts in thousands):

 

 

 

June 30, 2026

 

 

December 31, 2025

 

 

 

Amortized Cost

 

 

Fair Value

 

 

% of Total Investments at Amortized Cost

 

 

% of Total Investments at Fair Value

 

 

Amortized Cost

 

 

Fair Value

 

 

% of Total Investments at Amortized Cost

 

 

% of Total Investments at Fair Value

 

First Lien Senior Secured Loans

 

$

258,466

 

 

$

255,613

 

 

 

100.00

%

 

 

100.00

%

 

$

254,405

 

 

$

253,989

 

 

 

100.00

%

 

 

100.00

%

Total investments

 

$

258,466

 

 

$

255,613

 

 

 

100.00

%

 

 

100.00

%

 

$

254,405

 

 

$

253,989

 

 

 

100.00

%

 

 

100.00

%

 

The following is a summary of the industry classifications in which the Company was invested as of  June 30, 2026 and  December 31, 2025 (dollar amounts in thousands):

 

June 30, 2026

 

 

 

Amortized Cost

 

 

Fair Value

 

 

% of Total Investments at Amortized Cost

 

 

% of Total Investments at Fair Value

 

Aerospace & Defense

 

$

4,403

 

 

$

4,424

 

 

 

1.70

%

 

 

1.73

%

Air Freight & Logistics

 

 

1,682

 

 

 

1,682

 

 

 

0.65

 

 

 

0.66

 

Automobiles

 

 

8,454

 

 

 

8,302

 

 

 

3.27

 

 

 

3.25

 

Building Products

 

 

4,383

 

 

 

4,383

 

 

 

1.69

 

 

 

1.71

 

Chemicals

 

 

7,360

 

 

 

7,425

 

 

 

2.85

 

 

 

2.91

 

Commercial Services & Supplies

 

 

10,627

 

 

 

10,660

 

 

 

4.11

 

 

 

4.17

 

Construction & Engineering

 

 

22,053

 

 

 

21,265

 

 

 

8.53

 

 

 

8.32

 

Diversified Financial Services

 

 

9,146

 

 

 

9,166

 

 

 

3.54

 

 

 

3.59

 

Electrical Equipment

 

 

10,487

 

 

 

10,545

 

 

 

4.06

 

 

 

4.12

 

Food & Staples Retailing

 

 

5,985

 

 

 

5,992

 

 

 

2.31

 

 

 

2.35

 

Health Care Equipment & Supplies

 

 

11,009

 

 

 

11,070

 

 

 

4.26

 

 

 

4.33

 

Health Care Providers & Services

 

 

32,249

 

 

 

32,215

 

 

 

12.48

 

 

 

12.60

 

Health Care Technology

 

 

13,618

 

 

 

12,616

 

 

 

5.27

 

 

 

4.94

 

Household Products

 

 

9,953

 

 

 

9,974

 

 

 

3.85

 

 

 

3.90

 

Insurance

 

 

1,910

 

 

 

1,910

 

 

 

0.74

 

 

 

0.75

 

Interactive Media & Services

 

 

5,724

 

 

 

5,374

 

 

 

2.21

 

 

 

2.10

 

IT Services

 

 

13,091

 

 

 

13,401

 

 

 

5.07

 

 

 

5.24

 

Life Sciences Tools & Services

 

 

2,884

 

 

 

2,887

 

 

 

1.12

 

 

 

1.13

 

Machinery

 

 

17,507

 

 

 

17,518

 

 

 

6.77

 

 

 

6.85

 

Media

 

 

10,691

 

 

 

9,147

 

 

 

4.14

 

 

 

3.58

 

Professional Services

 

 

17,129

 

 

 

17,508

 

 

 

6.63

 

 

 

6.85

 

Real Estate Management & Development

 

 

2,175

 

 

 

2,181

 

 

 

0.84

 

 

 

0.85

 

Road & Rail

 

 

1,052

 

 

 

1,059

 

 

 

0.41

 

 

 

0.41

 

Software

 

 

15,362

 

 

 

15,364

 

 

 

5.94

 

 

 

6.01

 

Specialty Retail

 

 

2,140

 

 

 

2,140

 

 

 

0.83

 

 

 

0.84

 

Trading Companies & Distributors

 

 

2,029

 

 

 

2,029

 

 

 

0.78

 

 

 

0.79

 

Transportation & Logistics

 

 

2,459

 

 

 

2,472

 

 

 

0.95

 

 

 

0.97

 

Transportation Infrastructure

 

 

6,864

 

 

 

6,864

 

 

 

2.66

 

 

 

2.69

 

Water Utilities

 

 

6,040

 

 

 

6,040

 

 

 

2.34

 

 

 

2.36

 

Total

 

$

258,466

 

 

$

255,613

 

 

 

100.00

%

 

 

100.00

%

 

 

December 31, 2025

 

 

 

Amortized Cost

 

 

Fair Value

 

 

% of Total Investments at Amortized Cost

 

 

% of Total Investments at Fair Value

 

Aerospace & Defense

 

$

7,182

 

 

$

7,183

 

 

 

2.82

%

 

 

2.83

%

Air Freight & Logistics

 

 

1,759

 

 

 

1,759

 

 

 

0.69

 

 

 

0.69

 

Auto Components

 

 

3,232

 

 

 

3,232

 

 

 

1.27

 

 

 

1.27

 

Automobiles

 

 

8,157

 

 

 

8,169

 

 

 

3.20

 

 

 

3.22

 

Building Products

 

 

4,406

 

 

 

4,406

 

 

 

1.73

 

 

 

1.73

 

Chemicals

 

 

7,390

 

 

 

7,463

 

 

 

2.91

 

 

 

2.94

 

Commercial Services & Supplies

 

 

17,289

 

 

 

17,374

 

 

 

6.80

 

 

 

6.84

 

Construction & Engineering

 

 

21,384

 

 

 

21,479

 

 

 

8.40

 

 

 

8.46

 

Diversified Consumer Services

 

 

5,247

 

 

 

5,247

 

 

 

2.06

 

 

 

2.07

 

Diversified Financial Services

 

 

9,539

 

 

 

9,568

 

 

 

3.75

 

 

 

3.77

 

Electrical Equipment

 

 

11,266

 

 

 

11,266

 

 

 

4.43

 

 

 

4.43

 

Food & Staples Retailing

 

 

5,844

 

 

 

5,846

 

 

 

2.30

 

 

 

2.30

 

Health Care Equipment & Supplies

 

 

8,464

 

 

 

8,464

 

 

 

3.33

 

 

 

3.33

 

Health Care Providers & Services

 

 

15,039

 

 

 

15,039

 

 

 

5.91

 

 

 

5.92

 

Health Care Technology

 

 

13,278

 

 

 

12,817

 

 

 

5.22

 

 

 

5.05

 

Household Products

 

 

5,581

 

 

 

5,581

 

 

 

2.19

 

 

 

2.20

 

Insurance

 

 

1,920

 

 

 

1,920

 

 

 

0.75

 

 

 

0.76

 

Interactive Media & Services

 

 

6,095

 

 

 

6,098

 

 

 

2.39

 

 

 

2.40

 

IT Services

 

 

18,414

 

 

 

18,502

 

 

 

7.24

 

 

 

7.28

 

Life Sciences Tools & Services

 

 

2,902

 

 

 

2,902

 

 

 

1.14

 

 

 

1.14

 

Machinery

 

 

10,605

 

 

 

10,633

 

 

 

4.17

 

 

 

4.19

 

Media

 

 

14,541

 

 

 

13,854

 

 

 

5.72

 

 

 

5.45

 

Professional Services

 

 

15,484

 

 

 

15,793

 

 

 

6.09

 

 

 

6.22

 

Real Estate Management & Development

 

 

2,048

 

 

 

2,048

 

 

 

0.81

 

 

 

0.81

 

Road & Rail

 

 

1,161

 

 

 

1,154

 

 

 

0.46

 

 

 

0.45

 

Software

 

 

16,513

 

 

 

16,513

 

 

 

6.49

 

 

 

6.50

 

Specialty Retail

 

 

2,183

 

 

 

2,183

 

 

 

0.86

 

 

 

0.86

 

Trading Companies & Distributors

 

 

2,039

 

 

 

2,039

 

 

 

0.80

 

 

 

0.80

 

Transportation & Logistics

 

 

2,470

 

 

 

2,484

 

 

 

0.97

 

 

 

0.98

 

Transportation Infrastructure

 

 

6,903

 

 

 

6,903

 

 

 

2.71

 

 

 

2.72

 

Water Utilities

 

 

6,070

 

 

 

6,070

 

 

 

2.39

 

 

 

2.39

 

Total

 

$

254,405

 

 

$

253,989

 

 

 

100.00

%

 

 

100.00

%

 

 

The following is a summary of the geographical concentration of the Company’s investment portfolio as of  June 30, 2026 and  December 31, 2025 (dollar amounts in thousands):

 

 

 

 

 

June 30, 2026

 

 

 

Amortized Cost

 

 

Fair Value

 

 

% of Total Investments at Amortized Cost

 

 

% of Total Investments at Fair Value

 

United States

 

$

258,466

 

 

$

255,613

 

 

 

100.00

%

 

 

100.00

%

Total

 

$

258,466

 

 

$

255,613

 

 

 

100.00

%

 

 

100.00

%

 

 

December 31, 2025

Amortized Cost

Fair Value

% of Total Investments at Amortized Cost

% of Total Investments at Fair Value

United States

$

254,405

$

253,989

100.00

%

100.00

%

Total

$

254,405

$

253,989

100.00

%

100.00

%