ICON ADVISERS INC/CO

CIK
1058470
City
GREENWOOD VILLAGE
State / Country
CO

Top Portfolio Positions

133 positions · $401,739,097 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JFR
Nuveen Floating Rate Income Fund
Financial Services
1,716,759 $12,910,027 3.21%
STX
Seagate Technology Holdings plc
Technology
28,963 $11,346,544 2.82%
CENX
Century Aluminum Co
Basic Materials
173,200 $10,165,108 2.53%
PSX
Phillips 66
Energy
53,417 $9,731,509 2.42%
DINO
HF Sinclair Corp
Energy
147,300 $9,190,047 2.29%
LPLA
LPL Financial Holdings Inc.
Financial Services
28,748 $8,648,260 2.15%
JPM
Jpmorgan Chase & Co
Financial Services
23,680 $6,965,708 1.73%
CC
Chemours Co
Basic Materials
310,515 $6,840,645 1.70%
NFG
National Fuel Gas Co
Energy
70,028 $6,579,830 1.64%
HMN
Horace Mann Educators Corp /De/
Financial Services
152,037 $6,488,939 1.62%

Portfolio Trend

31 quarters · across all stocks

Holdings in EXTR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,206,400 80,000
2025-12-31 $1,332,000 80,000
2025-09-30 $1,652,000 80,000
2025-06-30 $1,436,000 80,000
2025-03-31 $1,058,400 80,000
2024-12-31 $1,339,200 80,000
2024-09-30 $1,607,894 106,979
2024-06-30 $1,882,717 139,979
2024-03-31 $1,615,357 139,979
2023-12-31 $2,469,229 139,979
2023-09-30 $3,388,891 139,979
2023-06-30 $5,365,752 205,979
2023-03-31 $3,938,318 205,979
2022-12-31 $3,771,475 205,979
2022-09-30 $3,744,280 286,479
2022-06-30 $2,555,392 286,479
2022-03-31 $3,497,908 286,479
2021-12-31 $10,276,544 654,557
2021-09-30 $6,813,806 691,757
2021-06-30 $7,106,208 636,757
2021-03-31 $6,532,373 746,557
2020-12-31 $7,219,045 1,047,757
2020-09-30 $4,211,983 1,047,757
2020-06-30 $511,686 117,900
2020-03-31 $195,597 63,300