Minerva Advisors LLC
Filing Date
Global Rank
#5,123
/ 8,700
▲ 2053
Top Industry
Banks - Regional
16.8%
Period ended 2 months ago
Filed Aug 12, 2026 · 32d
26 quarters · since Mar 2020
Portfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.7%
−0.1 pts
Top 5
39.9%
−0.1 pts
Top 10
61.0%
−1.0 pts
HHI
492
Diversified−4
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 37.9% | $59,671,848 |
| Financial Services | 20.8% | $32,771,292 |
| Consumer Cyclical | 19.9% | $31,366,421 |
| Healthcare | 12.4% | $19,471,716 |
| Energy | 3.5% | $5,518,429 |
| Communication Services | 3.2% | $5,076,598 |
| Basic Materials | 1.2% | $1,838,826 |
| Technology | 1.2% | $1,832,626 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SSP | E.W. SCRIPPS Co | +306,217 | 1,832,707 | $5,076,598 | |
| INFU | InfuSystem Holdings, Inc | +144,512 | 1,348,617 | $13,014,154 | |
| CLBK | Columbia Financial, Inc./MD/ | +55,500 | 89,294 | $1,894,827 | |
| KELYA | Kelly Services Inc | +53,366 | 253,162 | $3,108,829 | |
| RAIL | FreightCar America, Inc. | +38,007 | 379,030 | $3,691,752 | |
| FMC | Fmc Corp | +30,000 | 78,000 | $897,000 | |
| VIRC | Virco Mfg Corporation | +18,002 | 1,535,454 | $9,427,687 | |
| KEQU | Kewaunee Scientific Corp /De/ | +12,705 | 149,410 | $5,307,043 | |
| DLHC | DLH Holdings Corp. | +3,331 | 1,116,368 | $5,860,932 | |
| UFI | Unifi Inc | +166 | 1,258,792 | $5,979,262 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SIF | Sifco Industries Inc | −25,000 | 455,650 | $10,662,210 | |
| FSTR | Foster L B Co | −16,043 | 67,922 | $3,068,036 | |
| ATRO | Astronics Corp | −15,299 | 55,041 | $4,472,631 | |
| MBBC | Marathon Bancorp, Inc. /MD/ | −3,226 | 55,750 | $851,860 | |
| ESCA | Escalade Inc | −399 | 567,222 | $10,652,429 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
2 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 1,029,703 | $0 | ||
| — | 17,234 | $0 | ||
| No positions match the current search. | ||||
44 tracked positions ·
$157,547,756 total
· filing declares
46 positions · $158,277,236
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EML |
Eastern Co
Industrials
|
Held | 546,402 | $15,217,295 | 9.66% | |
| TG |
Tredegar Corp
Industrials
|
Held | 1,665,607 | $13,258,231 | 8.42% | |
| INFU |
InfuSystem Holdings, Inc
Healthcare
|
Added | 1,348,617 | $13,014,154 | 8.26% | |
| SIF |
Sifco Industries Inc
Industrials
|
Reduced | 455,650 | $10,662,210 | 6.77% | |
| ESCA |
Escalade Inc
Consumer Cyclical
|
Reduced | 567,222 | $10,652,429 | 6.76% | |
| VIRC |
Virco Mfg Corporation
Consumer Cyclical
|
Added | 1,535,454 | $9,427,687 | 5.98% | |
| UTMD |
Utah Medical Products Inc
Healthcare
|
Held | 93,615 | $6,457,562 | 4.10% | |
| UFI |
Unifi Inc
Consumer Cyclical
|
Added | 1,258,792 | $5,979,262 | 3.80% | |
| DLHC |
DLH Holdings Corp.
Industrials
|
Added | 1,116,368 | $5,860,932 | 3.72% | |
| NVGS |
Navigator Holdings Ltd.
Energy
|
Held | 296,212 | $5,518,429 | 3.50% | |
| KEQU |
Kewaunee Scientific Corp /De/
Consumer Cyclical
|
Added | 149,410 | $5,307,043 | 3.37% | |
| SSP |
E.W. SCRIPPS Co
Communication Services
|
Added | 1,832,707 | $5,076,598 | 3.22% | |
| CAC |
Camden National Corp
Financial Services
|
Held | 89,568 | $4,856,376 | 3.08% | |
| ATRO |
Astronics Corp
Industrials
|
Reduced | 55,041 | $4,472,631 | 2.84% | |
| PBHC |
Pathfinder Bancorp, Inc.
Financial Services
|
Held | 262,204 | $4,163,799 | 2.64% | |
| RAIL |
FreightCar America, Inc.
Industrials
|
Added | 379,030 | $3,691,752 | 2.34% | |
| KELYA |
Kelly Services Inc
Industrials
|
Added | 253,162 | $3,108,829 | 1.97% | |
| FSTR |
Foster L B Co
Industrials
|
Reduced | 67,922 | $3,068,036 | 1.95% | |
| CRD-A |
Crawford & Co
Financial Services
|
Held | 288,178 | $3,005,696 | 1.91% | |
| NODK |
NI Holdings, Inc.
Financial Services
|
Held | 129,900 | $2,040,729 | 1.30% | |
| CLBK |
Columbia Financial, Inc./MD/
Financial Services
|
Added | 89,294 | $1,894,827 | 1.20% | |
| MPB |
Mid Penn Bancorp Inc
Financial Services
|
Held | 54,177 | $1,887,526 | 1.20% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Held | 21,485 | $1,505,453 | 0.96% | |
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
Held | 62,576 | $1,391,690 | 0.88% | |
| DGICA |
Donegal Group Inc
Financial Services
|
Held | 64,346 | $1,265,704 | 0.80% | |
| UIS |
Unisys Corp
Technology
|
Held | 345,347 | $1,263,970 | 0.80% | |
| FNB |
Fnb Corp/Pa/
Financial Services
|
Held | 64,075 | $1,222,551 | 0.78% | |
| FRME |
First Merchants Corp
Financial Services
|
Held | 23,662 | $1,033,792 | 0.66% | |
| ECBK |
ECB Bancorp, Inc. /MD/
Financial Services
|
Held | 49,940 | $1,002,795 | 0.64% | |
| CZNC |
Citizens & Northern Corp
Financial Services
|
Held | 42,900 | $999,999 | 0.63% | |
| CTGO |
Contango Silver & Gold Inc.
Basic Materials
|
Held | 59,647 | $941,826 | 0.60% | |
| CPBI |
Central Plains Bancshares, Inc.
Financial Services
|
Held | 49,117 | $934,696 | 0.59% | |
| NWFL |
Norwood Financial Corp
Financial Services
|
Held | 28,580 | $918,847 | 0.58% | |
| FMC |
Fmc Corp
Basic Materials
|
Added | 78,000 | $897,000 | 0.57% | |
| MBBC |
Marathon Bancorp, Inc. /MD/
Financial Services
|
Reduced | 55,750 | $851,860 | 0.54% | |
| LSBK |
Lake Shore Bancorp, Inc. /MD/
Financial Services
|
Held | 44,259 | $788,252 | 0.50% | |
| HBNC |
Horizon Bancorp Inc /In/
Financial Services
|
Held | 35,052 | $700,338 | 0.44% | |
| NWBI |
Northwest Bancshares, Inc.
Financial Services
|
Held | 38,000 | $576,080 | 0.37% | |
| THRY |
Thryv Holdings, Inc.
Technology
|
Held | 144,329 | $568,656 | 0.36% | |
| FCF |
First Commonwealth Financial Corp /Pa/
Financial Services
|
Held | 25,560 | $519,634 | 0.33% | |
| EBMT |
Eagle Bancorp Montana, Inc.
Financial Services
|
Held | 21,098 | $504,875 | 0.32% | |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
Held | 30,224 | $479,957 | 0.30% | |
| DLX |
Deluxe Corp
Industrials
|
Held | 13,900 | $331,932 | 0.21% | |
| ASRV |
Ameriserv Financial Inc /Pa/
Financial Services
|
Held | 58,200 | $225,816 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.