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Home > Institutional Investor > Smh Capital Advisors Inc > Profile

Instuitional Investor - Smh Capital Advisors Inc

Fund Profile
Filing Period:
Fund Name: Smh Capital Advisors Inc
Portfolio Value $49,130,945
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Southwest Corp
 CSWC 12,196,000 $12,043,550 24.51%
2.
Wisdomtree Inc.
 WT 9,351,000 $10,812,094 22.01%
3.
Trinity Capital Inc.
 TRIN 170,785 $2,502,007 5.09%
4.
Spdr Series Trust
 100,675 $2,382,977 4.85%
5.
Capital Southwest Corp
 CSWC 78,404 $1,736,638 3.53%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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