Minerva Advisors LLC

CIK 1541536 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$158.3M
#7.222 dari 9.443 berdasarkan nilai 13F · top 76.5%
Posisi
46
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +190.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
60,68%
Bobot 25 kepemilikan teratas
90,21%
Posisi di atas 1%
22
Jumlah posisi efektif
20,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 3,94% Perkiraan pembelian $101.378.807 · penjualan $4.188.348

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,0% masih dipegang

Posisi baru
0
Meningkat
43
Menurun
0
Tertutup
2
Di halaman ini

Rincian sektor

Industrials
28,5%
Financials
19,3%
Consumer Discretionary
10,5%
Materials
8,9%
Health Care
7,4%
Communication Services
3,6%
Energy
3,5%
Technology
0,8%
Lainnya/Tidak terpetakan
17,5%

Portofolio lengkap 46 posisi

Tipe Rentetan Tren 8 kuartal
EML Eastern Company (The) - Common Stock $15.217.296 9,61% 546.402 $11.215.909 Naik ×2
TG Tredegar Corporation Common Stock $13.258.232 8,38% 1.665.607 $7.651.065 Naik ×2
INFU $13.014.154 8,22% 1.348.617 $9.623.652 Naik ×6
SIF $10.662.210 6,74% 455.650 $9.135.087 Naik ×1
ESCA Escalade, Incorporated - Common Stock $10.652.429 6,73% 567.222 $7.637.480 Naik ×1
VIRC Virco Manufacturing Corporation - Common Stock $9.427.688 5,96% 1.535.454 $5.985.831 Naik ×6
UTMD Utah Medical Products, Inc. - Common Stock $6.457.563 4,08% 93.615 $4.432.288 Naik ×1
UFI Unifi, Inc. New Common Stock $5.979.262 3,78% 1.258.792 $4.088.943 Naik ×6
DLHC DLH Holdings Corp. - Common Stock $5.860.932 3,70% 1.116.368 $3.314.083 Naik ×1
NVGS Navigator Holdings Ltd. Ordinary Shares (Marshall Islands) $5.518.430 3,49% 296.212 $4.160.555 Naik ×1
KEQU Kewaunee Scientific Corporation - Common Stock $5.307.043 3,35% 149.410 $3.872.741 Naik ×5
SSP E.W. Scripps Company (The) - Class A Common Stock $5.076.598 3,21% 1.832.707 $3.010.369 Naik ×2
CAC Camden National Corporation - Common Stock $4.856.377 3,07% 89.568 $3.121.225 Naik ×1
ATRO Astronics Corporation - Common Stock $4.472.632 2,83% 55.041 $1.277.132 Naik ×2
PBHC Pathfinder Bancorp, Inc. - Common Stock $4.163.800 2,63% 262.204 $3.508.421 Naik ×1
RAIL Freightcar America, Inc. - Common Stock $3.691.752 2,33% 379.030 $2.819.954 Naik ×4
KELYA Kelly Services, Inc. - Class A Common Stock $3.108.829 1,96% 253.162 $2.333.144 Naik ×3
FSTR L.B. Foster Company - Common Stock $3.068.037 1,94% 67.922 $2.005.717 Naik ×1
CRDB $3.005.697 1,90% 288.178 $1.980.523 Naik ×1
NODK NI Holdings, Inc. - Common Stock $2.040.729 1,29% 129.900 $1.660.474 Naik ×1
CLBK Columbia Financial, Inc. - Common Stock $1.894.819 1,20% 89.294 $1.303.086 Naik ×1
MPB Mid Penn Bancorp - Common Stock $1.887.527 1,19% 54.177 $1.463.530 Naik ×1
CFG Citizens Financial Group, Inc. Common Stock $1.505.454 0,95% 21.485 $1.232.231 Naik ×1
EBC Eastern Bankshares, Inc. - Common Stock $1.391.690 0,88% 62.576 $908.323 Naik ×1
UIS Unisys Corporation New Common Stock $1.263.970 0,80% 345.347 $866.226 Naik ×1
FNB F.N.B. Corporation Common Stock $1.222.551 0,77% 64.075 $1.027.094 Naik ×1
FRME First Merchants Corporation - Common Stock $1.033.793 0,65% 23.662 $657.337 Naik ×2
ECBK ECB Bancorp, Inc. - Common Stock $1.002.795 0,63% 49.940 $594.466 Naik ×1
CZNC Citizens & Northern Corp - Common Stock $999.999 0,63% 42.900 $633.623 Naik ×1
CTGO $941.826 0,60% 59.647 $713.845 Naik ×1
CPBI Central Plains Bancshares, Inc. - Common Stock $934.697 0,59% 49.117 $436.796 Naik ×1
NWFL Norwood Financial Corp. - Common Stock $918.847 0,58% 28.580 $574.221 Naik ×2
FMC FMC Corporation Common Stock $897.000 0,57% 78.000 $380.400 Naik ×1
DGICA Donegal Group, Inc. - Class A Common Stock $876.801 0,55% 46.490 $483.808 Naik ×1
MBBC Marathon Bancorp, Inc. - Common Stock $851.860 0,54% 55.750 $111.525 Naik ×1
LSBK Lake Shore Bancorp, Inc. - Common Stock $788.253 0,50% 44.259 $574.382 Naik ×1
FRBA First Bank - Common Stock $729.465 0,46% 41.143 $665.065 Naik ×1
HBNC Horizon Bancorp, Inc. - Common Stock $700.344 0,44% 35.052 $583.488 Naik ×1
NWBI Northwest Bancshares, Inc. - Common Stock $576.080 0,36% 38.000 $93.860
THRY Thryv Holdings, Inc. - Common Stock $568.656 0,36% 144.329 $496.515 Naik ×1
FCF First Commonwealth Financial Corporation Common Stock $519.635 0,33% 25.560 $421.890 Naik ×1
EBMT Eagle Bancorp Montana, Inc. - Common Stock $504.875 0,32% 21.098 $424.613 Naik ×1
RMBI Richmond Mutual Bancorporation, Inc. - Common Stock $479.957 0,30% 30.224 $69.817
DGICB Donegal Group, Inc. - Class B Common Stock $388.904 0,25% 17.856 $309.299 Naik ×1
DLX Deluxe Corporation Common Stock $331.932 0,21% 13.900 $-50.874
ASRV AmeriServ Financial Inc. - Common Stock $225.816 0,14% 58.200 $164.276 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
INFU $13.014.154 8,22% naik ×6
VIRC $9.427.688 5,96% naik ×6
UFI $5.979.262 3,78% naik ×6
KEQU $5.307.043 3,35% naik ×5
RAIL $3.691.752 2,33% naik ×4
KELYA $3.108.829 1,96% naik ×3

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
EML Beli lebih banyak +349K +$11.2M
INFU Beli lebih banyak +981K +$9.6M
TG Beli lebih banyak +960K +$7.7M
ESCA Beli lebih banyak +392K +$7.6M
VIRC Beli lebih banyak +973K +$6.0M
UTMD Beli lebih banyak +61K +$4.4M
NVGS Beli lebih banyak +226K +$4.2M
UFI Beli lebih banyak +729K +$4.1M
KEQU Beli lebih banyak +108K +$3.9M
DLHC Beli lebih banyak +679K +$3.3M

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
USAP 31 Maret 2025 101.229 $4.459.137 Tidak lagi dilacak
GLDD 30 Juni 2026 233.964 $3.977.388 Tidak lagi dilacak
DORM 31 Maret 2026 8.590 $1.058.202 30,8%
USLM 31 Maret 2026 6.250 $748.375 -8,0%
HONE 31 Des. 2025 53.500 $727.600 Tidak lagi dilacak
SSB 31 Maret 2026 5.661 $532.757 19,0%
SSBXXXX 30 Sep. 2025 5.661 $520.869 Tidak lagi dilacak
CZFS 31 Maret 2026 7.881 $449.375 37,9%
CBU 31 Maret 2026 6.618 $380.138 10,2%
SGA 31 Maret 2026 31.831 $364.465 -18,2%
PRA 30 Juni 2026 8.534 $210.960 Tidak lagi dilacak
PBBK 31 Maret 2026 9.640 $203.886 Tidak lagi dilacak
ICCH 31 Maret 2025 8.414 $195.710 Tidak lagi dilacak
FSFG 31 Maret 2026 5.700 $181.602 Tidak lagi dilacak
VBFC 30 Juni 2025 1.798 $144.218 Tidak lagi dilacak
ACNT 31 Maret 2026 6.993 $113.217 14,5%