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GLOBAL VALUE INVESTMENT CORP.

Location
MILWAUKEE, WI
Portfolio Value
Micro $50,985,235
Diversification
Diversified
Filing Date
Global Rank
#7,788 / 8,102 ▼ 65 · as of Sep 2025
Top Industry
Specialty Chemicals 14.8%
3Y Alpha vs SPY
+20.5%
Period ended 1 year ago
Filed Nov 13, 2025 · 11mo
4 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

19 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
13.2%
−0.3 pts
Top 5
59.0%
+4.4 pts
Top 10
91.4%
+6.0 pts
HHI
942
Dec 2024 → Sep 2025 · range 848 – 1,202
Diversified+94

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Technology 20.4% $10,419,731
Basic Materials 14.8% $7,526,962
Consumer Defensive 14.4% $7,349,300
Communication Services 13.2% $6,739,349
Industrials 11.6% $5,914,152
Consumer Cyclical 11.0% $5,628,256
Energy 7.6% $3,890,407
Financial Services 6.9% $3,517,078
Unclassified 0.0% $0

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
7 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
9 positions
Ticker Δ Shares Shares Value Open
— −2,060 481,008 $0
— −490 134,750 $0

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
19 tracked positions · $50,985,235 total · filing declares 19 positions · $61,461,163 · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History
481,008 $0 0.00%
134,750 $0 0.00%

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.