GRACE & WHITE INC /NY

CIK 903064 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$632.0M
13F 가치 기준 9,443개 중 #3,261위 · 상위 34.5%
포지션
133
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +11.6% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
38.67%
상위 25개 보유 비중
64.77%
1% 초과 포지션
33
유효 포지션 수
40.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 3.27% 추정 매수 $19,573,530 · 매도 $41,106,257

중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 90.5% 보유 중

신규 포지션
2
증가함
14
감소
27
종료
5
이 페이지에서

섹터별 비중

Industrials
26.3%
Financials
17.7%
Materials
6.3%
Retail
5.7%
Real Estate
4.9%
Technology
4.8%
Energy
4.1%
Consumer Staples
3.4%
Healthcare
3.0%
Financial Services
2.5%
Utilities
1.4%
Consumer Discretionary
1.0%
Logistics & Transportation
0.9%
Communication Services
0.7%
Paper & Forest
0.1%
Communications
0.1%
기타/미분류
17.0%

전체 포트폴리오 133 포지션

유형 연속 8분기 추세
AIT Applied Industrial Technologies, Inc. Common Stock $47,054,587 7.45% 139,153 $9,603,873 하락 ×6
UNM Unum Group Common Stock $43,592,334 6.90% 487,610 $7,936,897 하락 ×1
GRC Gorman-Rupp Company (The) Common Stock $25,369,229 4.01% 276,534 $5,386,606 하락 ×4
NUE Nucor Corporation Common Stock $23,814,203 3.77% 106,910 $3,293,580 하락 ×4
SIG Signet Jewelers Limited Common Shares $20,782,389 3.29% 241,095 $376,108
WSO Watsco, Inc. Common Stock $17,586,006 2.78% 42,200 $2,234,068
EG Everest Group, Ltd. Common Stock $17,146,273 2.71% 47,998 $1,458,175
MFC Manulife Financial Corporation Common Stock $16,566,686 2.62% 408,953 $2,446,183 하락 ×4
TRMLF $16,555,752 2.62% 396,668 $-2,433,665 하락 ×1
FSLR First Solar, Inc. - Common Stock $15,952,784 2.52% 67,608 $2,238,677 하락 ×4
WST West Pharmaceutical Services, Inc. Common Stock $15,627,270 2.47% 43,530 $4,716,911
INGR Ingredion Incorporated Common Stock $15,489,536 2.45% 163,547 $-1,471,089 상승 ×1
ORN Orion Group Holdings, Inc. Common $13,669,984 2.16% 812,722 $3,927,324 하락 ×4
WSM Williams-Sonoma, Inc. Common Stock (DE) $12,629,358 2.00% 54,180 $2,522,806 하락 ×1
CTO CTO Realty Growth, Inc. Common Stock $12,013,357 1.90% 558,501 $1,083,456 하락 ×3
BHF Brighthouse Financial, Inc. - Common Stock $11,877,739 1.88% 187,642 $641,736
BFB $11,783,244 1.86% 442,148 $92,851
ALG Alamo Group, Inc. Common Stock $11,330,894 1.79% 68,885 $362,864 상승 ×1
KIM Kimco Realty Corporation (HC) Common Stock $10,365,057 1.64% 408,878 $1,177,568
알 수 없는 발행자 (CUSIP: T73148115) $8,829,897 1.40% 114,863 $1,048,426
알 수 없는 발행자 (CUSIP: H83949133) $8,821,178 1.40% 181,750 $934,984
BWEN Broadwind, Inc. - Common Stock $8,607,413 1.36% 1,782,073 $4,452,623 하락 ×4
AEG Aegon Ltd. New York Registry Shares $8,138,489 1.29% 964,276 $99,513 하락 ×5
알 수 없는 발행자 (CUSIP: G0532X107) $7,965,986 1.26% 13,493,666 $152,884
SCL Stepan Company Common Stock $7,745,804 1.23% 139,013 $797,934
DVN Devon Energy Corporation Common Stock $7,731,503 1.22% 187,113 $3,462,555 상승 ×1
MBC MasterBrand, Inc. Common Stock $7,351,829 1.16% 714,463 상승 ×1
INN Summit Hotel Properties, Inc. Common Stock $7,153,179 1.13% 1,020,425 $1,693,042 하락 ×1
ALRS Alerus Financial Corporation - Common Stock $7,094,159 1.12% 228,108 $1,685,718
KE Kimball Electronics, Inc. - Common Stock $6,922,803 1.10% 270,422 $616,004 상승 ×1
UCTT Ultra Clean Holdings, Inc. - Common Stock $6,780,155 1.07% 47,550 $-56,536 하락 ×2
CALY Callaway Golf Company Common Stock $6,553,745 1.04% 348,789 $1,476,594 하락 ×5
알 수 없는 발행자 (CUSIP: W4R00P201) $6,508,754 1.03% 207,466 $90,102 상승 ×4
UPS United Parcel Service, Inc. Common Stock $5,857,675 0.93% 54,490 $496,949
BBT Beacon Financial Corporation Common stock $5,674,327 0.90% 186,349 $83,857
NTR Nutrien Ltd. Common Shares $5,545,895 0.88% 88,100 $-1,102,131
APOG Apogee Enterprises, Inc. - Common Stock $5,149,043 0.81% 112,572 $836,738 하락 ×1
TWIN Twin Disc, Incorporated - Common Stock $5,039,736 0.80% 217,230 $1,481,377 하락 ×1
PFX PhenixFIN Corporation - Common Stock $4,920,600 0.78% 262,432 $209,946
GEOS Geospace Technologies Corporation - Common Stock $4,557,808 0.72% 673,236 $-1,215,244 상승 ×2
MUR Murphy Oil Corporation Common Stock $4,496,601 0.71% 138,102 $-1,200,107
알 수 없는 발행자 (CUSIP: G2198S109) $4,438,296 0.70% 4,848,000 $292,333 상승 ×1
NWN Northwest Natural Holding Company Common Stock $4,418,540 0.70% 90,064 $-374,666
알 수 없는 발행자 (CUSIP: BTF8HD3MX) $4,412,666 0.70% 5,722,560 $590,989 하락 ×1
DWSN Dawson Geophysical Company - Common Stock $4,175,327 0.66% 702,917 $1,479,492 하락 ×3
CSWC Capital Southwest Corporation - Common Stock $3,795,998 0.60% 159,697 $152,900 하락 ×1
알 수 없는 발행자 (CUSIP: G49456109) $3,663,552 0.58% 2,752,750 $448,478
GOOGL Alphabet Inc. - Class A Common Stock $3,654,108 0.58% 10,225 $713,807
FTEK Fuel Tech, Inc. - Common Stock $3,406,288 0.54% 1,541,307 $1,525,893
AAPL Apple Inc. - Common Stock $3,338,057 0.53% 11,536 $410,336
HP Helmerich & Payne, Inc. Common Stock $3,104,571 0.49% 94,825 $-560,581 하락 ×4
OESX Orion Energy Systems, Inc. - Common Stock $3,081,636 0.49% 263,613 $971,914 상승 ×2
BFA $3,019,313 0.48% 110,355 $62,903
MSFT Microsoft Corporation - Common Stock $2,974,835 0.47% 7,975 $22,729
TWI Titan International, Inc. (DE) Common Stock $2,896,863 0.46% 375,728 $300,583
알 수 없는 발행자 (CUSIP: R0139K100) $2,818,251 0.45% 92,136 $-603,529
EXCOF $2,799,192 0.44% 517,850 $-25,105
LND Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) $2,761,688 0.44% 773,582 $-430,790 상승 ×1
VWDRY $2,678,600 0.42% 283,750 $-151,806
LNT Alliant Energy Corporation - Common Stock $2,677,626 0.42% 35,098 $158,994
GNLAF $2,471,892 0.39% 1,051,073 $-2,113
PEP PepsiCo, Inc. - Common Stock $2,372,750 0.38% 17,524 $-348,552
HNI HNI Corporation Common Stock $2,362,167 0.37% 58,455 $1,064,799 상승 ×2
알 수 없는 발행자 (CUSIP: J4687C105) $2,307,327 0.37% 88,511 $62,115
AUB Atlantic Union Bankshares Corporation Common Stock $2,213,871 0.35% 52,325 $343,775
INNPRE $2,053,651 0.32% 117,553 $23,649 상승 ×2
AVA Avista Corporation Common Stock $1,980,044 0.31% 48,400 $37,268
RYZ Ryerson Holding Corporation Common Stock $1,884,314 0.30% 76,567 $163,088
WRB W.R. Berkley Corporation Common Stock $1,754,011 0.28% 24,869 $105,694
BYFC Broadway Financial Corporation - Class A Common Stock $1,699,822 0.27% 175,965 $414,185 하락 ×3
KEWL $1,650,624 0.26% 32,499 $33,799
WPRT Westport Fuel Systems Inc - Common Shares $1,613,880 0.26% 714,106 $-218,329 하락 ×2
ALOT AstroNova, Inc. - Common Stock $1,545,807 0.24% 54,296 $239,825 하락 ×1
WMT Walmart Inc. - Common Stock $1,529,010 0.24% 13,500 $-148,770
VABK Virginia National Bankshares Corporation - Common Stock $1,521,302 0.24% 34,279 $211,844
REG Regency Centers Corporation - Common Stock $1,489,471 0.24% 18,679 $76,210
SNT Senstar Technologies Corporation - Common Shares $1,474,642 0.23% 764,063 $-478,693 상승 ×1
NVO Novo Nordisk A/S Common Stock $1,390,260 0.22% 29,000 $324,510
알 수 없는 발행자 (CUSIP: J06594105) $1,273,096 0.20% 162,422 $103,086
IIIN Insteel Industries, Inc. Common Stock $1,220,956 0.19% 40,429 $968,881 상승 ×1
CSW CSW Industrials, Inc. Common Stock $1,196,690 0.19% 4,300 $-387,636 하락 ×1
알 수 없는 발행자 (CUSIP: 0GB00B018) $1,064,855 0.17% 273,800 $-42,420
알 수 없는 발행자 (CUSIP: K07774126) $1,062,110 0.17% 767,698 $33,955
알 수 없는 발행자 (CUSIP: K9773J128) $1,057,096 0.17% 37,500 $-44,380
알 수 없는 발행자 (CUSIP: 303897102) $967,338 0.15% 52,860 $118,935
MPB Mid Penn Bancorp - Common Stock $951,968 0.15% 27,324 $73,228
MRK Merck & Company, Inc. Common Stock (new) $933,810 0.15% 7,267 $59,663
GHM Graham Corporation Common Stock $903,667 0.14% 7,300 $327,551
XOM Exxon Mobil Corporation Common Stock $886,219 0.14% 6,482 $-213,517
알 수 없는 발행자 (CUSIP: 315911750) $827,887 0.13% 3,169 $107,182
WIW Western Asset Inflation-Linked Opportunities & Income Fund $822,872 0.13% 97,961 $-5,878
RYAM Rayonier Advanced Materials Inc. Common Stock $793,192 0.13% 100,915 $-323,937
알 수 없는 발행자 (CUSIP: 0643900GB) $756,953 0.12% 140,700 $134,023
STEW SRH Total Return Fund, Inc. Common Stock $654,424 0.10% 36,560 $29,248
BRKB $650,507 0.10% 1,300 $27,547
ZBH Zimmer Biomet Holdings, Inc. Common Stock $645,675 0.10% 7,500 $-32,475
SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) $619,046 0.10% 79,774 $-179,492
CSCO Cisco Systems, Inc. - Common Stock $603,744 0.10% 5,140 $204,931
CHSCM CHS Inc - Class B Reset Rate Cumulative Redeemable Preferred Stock, Series 3 $584,888 0.09% 24,229 $-1,696
GOOG Alphabet Inc. - Class C Capital Stock $551,195 0.09% 1,560 $103,693

핵심 보유 종목

3개 분기 이상 연속으로 포지션이 증가했습니다.

주식 수는 13F 신고서에 보고된 대로입니다 (분할 조정되지 않음)

증권 가치 % 포트폴리오의 연속
None $6,508,754 1.03% ×4 상승

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
MBC $7,351,829 714,463 1.16%
알 수 없는 발행자 (CUSIP: 30254T619) $226,909 4,218 0.04%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
AIT 축소함 -2K +$9.6M
UNM 축소함 -620 +$7.9M
GRC 축소함 -45K +$5.4M
WST 가격 변동만 +0 +$4.7M
BWEN 축소함 -215K +$4.5M
ORN 축소함 -81K +$3.9M
DVN 추가 매수 +102K +$3.5M
NUE 축소함 -14K +$3.3M
WSM 축소함 -1K +$2.5M
MFC 축소함 -1K +$2.4M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
AMWD 2026년 6월 30일 129,732 $5,167,226 더 이상 추적하지 않음
CTRA 2026년 6월 30일 144,511 $5,078,099 더 이상 추적하지 않음
OESXXXXX 2025년 9월 30일 2,884,085 $1,730,739 더 이상 추적하지 않음
SASR 2025년 6월 30일 58,145 $1,625,153 더 이상 추적하지 않음
MCD 2026년 3월 31일 1,500 $458,445 -12.7%
SWKH 2026년 6월 30일 18,721 $318,444 더 이상 추적하지 않음
ES 2025년 12월 31일 4,418 $314,297 7.5%
PTEN 2026년 6월 30일 25,400 $275,082 31.5%
GOOG 2025년 3월 31일 1,060 $201,866 118.5%
RBKB 2026년 3월 31일 12,664 $152,221 -17.3%
KRNY 2026년 6월 30일 15,027 $113,454 3.6%