Thomas J. Herzfeld Advisors, Inc. - Portfolio overview

Thomas J. Herzfeld Advisors, Inc. has 134 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

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

Largest reported holdings by portfolio allocation

1. FSSL - FS Specialty Lending Fund, 10.36%
2. PDX - PIMCO Dynamic Income Strategy Fund, 8.15%
3. FSCO - FS Credit Opportunities Corp, 5.53%

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

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