Minerva Advisors LLC
CIK 1541536 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $158.3M
- 持仓
- 46
- 截至
- 2026年6月30日
按 13F 价值排名第 7225（共 9443） · 前 76.5%
投资组合价值同比（季度）：+190.5% 13F不披露现金
- 前十大持仓权重
- 60.68%
- 前二十五大持仓权重
- 90.21%
- 持仓高于 1%
- 22
- 有效持仓数量
- 20.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.94% 估计买入 $101378807 · 卖出 $4188348
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 73.0% 仍持有
- 新仓位
- 0
- 增加
- 43
- 减少
- 0
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
17.5%
完整投资组合 46 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| EML Eastern Company (The) - Common Stock | $15217296 | 9.61% | 546402 | $11215909 | 上涨 ×2 | ||
| TG Tredegar Corporation Common Stock | $13258232 | 8.38% | 1665607 | $7651065 | 上涨 ×2 | ||
| INFU | $13014154 | 8.22% | 1348617 | $9623652 | 上涨 ×6 | ||
| SIF | $10662210 | 6.74% | 455650 | $9135087 | 上涨 ×1 | ||
| ESCA Escalade, Incorporated - Common Stock | $10652429 | 6.73% | 567222 | $7637480 | 上涨 ×1 | ||
| VIRC Virco Manufacturing Corporation - Common Stock | $9427688 | 5.96% | 1535454 | $5985831 | 上涨 ×6 | ||
| UTMD Utah Medical Products, Inc. - Common Stock | $6457563 | 4.08% | 93615 | $4432288 | 上涨 ×1 | ||
| UFI Unifi, Inc. New Common Stock | $5979262 | 3.78% | 1258792 | $4088943 | 上涨 ×6 | ||
| DLHC DLH Holdings Corp. - Common Stock | $5860932 | 3.70% | 1116368 | $3314083 | 上涨 ×1 | ||
| NVGS Navigator Holdings Ltd. Ordinary Shares (Marshall Islands) | $5518430 | 3.49% | 296212 | $4160555 | 上涨 ×1 | ||
| KEQU Kewaunee Scientific Corporation - Common Stock | $5307043 | 3.35% | 149410 | $3872741 | 上涨 ×5 | ||
| SSP E.W. Scripps Company (The) - Class A Common Stock | $5076598 | 3.21% | 1832707 | $3010369 | 上涨 ×2 | ||
| CAC Camden National Corporation - Common Stock | $4856377 | 3.07% | 89568 | $3121225 | 上涨 ×1 | ||
| ATRO Astronics Corporation - Common Stock | $4472632 | 2.83% | 55041 | $1277132 | 上涨 ×2 | ||
| PBHC Pathfinder Bancorp, Inc. - Common Stock | $4163800 | 2.63% | 262204 | $3508421 | 上涨 ×1 | ||
| RAIL Freightcar America, Inc. - Common Stock | $3691752 | 2.33% | 379030 | $2819954 | 上涨 ×4 | ||
| KELYA Kelly Services, Inc. - Class A Common Stock | $3108829 | 1.96% | 253162 | $2333144 | 上涨 ×3 | ||
| FSTR L.B. Foster Company - Common Stock | $3068037 | 1.94% | 67922 | $2005717 | 上涨 ×1 | ||
| CRDB | $3005697 | 1.90% | 288178 | $1980523 | 上涨 ×1 | ||
| NODK NI Holdings, Inc. - Common Stock | $2040729 | 1.29% | 129900 | $1660474 | 上涨 ×1 | ||
| CLBK Columbia Financial, Inc. - Common Stock | $1894819 | 1.20% | 89294 | $1303086 | 上涨 ×1 | ||
| MPB Mid Penn Bancorp - Common Stock | $1887527 | 1.19% | 54177 | $1463530 | 上涨 ×1 | ||
| CFG Citizens Financial Group, Inc. Common Stock | $1505454 | 0.95% | 21485 | $1232231 | 上涨 ×1 | ||
| EBC Eastern Bankshares, Inc. - Common Stock | $1391690 | 0.88% | 62576 | $908323 | 上涨 ×1 | ||
| UIS Unisys Corporation New Common Stock | $1263970 | 0.80% | 345347 | $866226 | 上涨 ×1 | ||
| FNB F.N.B. Corporation Common Stock | $1222551 | 0.77% | 64075 | $1027094 | 上涨 ×1 | ||
| FRME First Merchants Corporation - Common Stock | $1033793 | 0.65% | 23662 | $657337 | 上涨 ×2 | ||
| ECBK ECB Bancorp, Inc. - Common Stock | $1002795 | 0.63% | 49940 | $594466 | 上涨 ×1 | ||
| CZNC Citizens & Northern Corp - Common Stock | $999999 | 0.63% | 42900 | $633623 | 上涨 ×1 | ||
| CTGO | $941826 | 0.60% | 59647 | $713845 | 上涨 ×1 | ||
| CPBI Central Plains Bancshares, Inc. - Common Stock | $934697 | 0.59% | 49117 | $436796 | 上涨 ×1 | ||
| NWFL Norwood Financial Corp. - Common Stock | $918847 | 0.58% | 28580 | $574221 | 上涨 ×2 | ||
| FMC FMC Corporation Common Stock | $897000 | 0.57% | 78000 | $380400 | 上涨 ×1 | ||
| DGICA Donegal Group, Inc. - Class A Common Stock | $876801 | 0.55% | 46490 | $483808 | 上涨 ×1 | ||
| MBBC Marathon Bancorp, Inc. - Common Stock | $851860 | 0.54% | 55750 | $111525 | 上涨 ×1 | ||
| LSBK Lake Shore Bancorp, Inc. - Common Stock | $788253 | 0.50% | 44259 | $574382 | 上涨 ×1 | ||
| FRBA First Bank - Common Stock | $729465 | 0.46% | 41143 | $665065 | 上涨 ×1 | ||
| HBNC Horizon Bancorp, Inc. - Common Stock | $700344 | 0.44% | 35052 | $583488 | 上涨 ×1 | ||
| NWBI Northwest Bancshares, Inc. - Common Stock | $576080 | 0.36% | 38000 | $93860 | |||
| THRY Thryv Holdings, Inc. - Common Stock | $568656 | 0.36% | 144329 | $496515 | 上涨 ×1 | ||
| FCF First Commonwealth Financial Corporation Common Stock | $519635 | 0.33% | 25560 | $421890 | 上涨 ×1 | ||
| EBMT Eagle Bancorp Montana, Inc. - Common Stock | $504875 | 0.32% | 21098 | $424613 | 上涨 ×1 | ||
| RMBI Richmond Mutual Bancorporation, Inc. - Common Stock | $479957 | 0.30% | 30224 | $69817 | |||
| DGICB Donegal Group, Inc. - Class B Common Stock | $388904 | 0.25% | 17856 | $309299 | 上涨 ×1 | ||
| DLX Deluxe Corporation Common Stock | $331932 | 0.21% | 13900 | $-50874 | |||
| ASRV AmeriServ Financial Inc. - Common Stock | $225816 | 0.14% | 58200 | $164276 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| EML | 增持 | +349K | +$11.2M |
| INFU | 增持 | +981K | +$9.6M |
| TG | 增持 | +960K | +$7.7M |
| ESCA | 增持 | +392K | +$7.6M |
| VIRC | 增持 | +973K | +$6.0M |
| UTMD | 增持 | +61K | +$4.4M |
| NVGS | 增持 | +226K | +$4.2M |
| UFI | 增持 | +729K | +$4.1M |
| KEQU | 增持 | +108K | +$3.9M |
| DLHC | 增持 | +679K | +$3.3M |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| USAP | 2025年3月31日 | 101229 | $4459137 | 不再跟踪 |
| GLDD | 2026年6月30日 | 233964 | $3977388 | 不再跟踪 |
| DORM | 2026年3月31日 | 8590 | $1058202 | 27.2% |
| USLM | 2026年3月31日 | 6250 | $748375 | -8.5% |
| HONE | 2025年12月31日 | 53500 | $727600 | 不再跟踪 |
| SSB | 2026年3月31日 | 5661 | $532757 | 15.4% |
| SSBXXXX | 2025年9月30日 | 5661 | $520869 | 不再跟踪 |
| CZFS | 2026年3月31日 | 7881 | $449375 | 31.3% |
| CBU | 2026年3月31日 | 6618 | $380138 | 6.7% |
| SGA | 2026年3月31日 | 31831 | $364465 | -20.9% |
| PRA | 2026年6月30日 | 8534 | $210960 | 不再跟踪 |
| PBBK | 2026年3月31日 | 9640 | $203886 | 不再跟踪 |
| ICCH | 2025年3月31日 | 8414 | $195710 | 不再跟踪 |
| FSFG | 2026年3月31日 | 5700 | $181602 | 不再跟踪 |
| VBFC | 2025年6月30日 | 1798 | $144218 | 不再跟踪 |
| ACNT | 2026年3月31日 | 6993 | $113217 | 15.3% |