SMH CAPITAL ADVISORS INC - Portfolio overview

SMH CAPITAL ADVISORS INC has 47 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. SPHY - SPDR SERIES TRUST, 18.08%
2. TRIN - TRINITY CAP INC, 9.56%
3. CSWC - CAPITAL SOUTHWEST CORP, 6.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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