Altium Capital Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Altium Capital Management Llc disclosed 17 stock positions valued at approximately $47.47M as of quarter-end June 30, 2026. The largest holdings include ROYCE MICRO-CAP TR INC, ROYCE SMALL CAP TRUST INC, and NEUBERGER NEXT GENERATION.

Report Period
June 30, 2026
No. of Stocks
17
Portfolio Value
$47.47M
Holdings by Sector
Altium Capital Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ROYCE MICRO-CAP TR INCRMTFinancial Services8.58%278,051+35,001+14.40%$4,070,667
ROYCE SMALL CAP TRUST INCRVTFinancial Services7.49%192,509--$3,555,641
NEUBERGER NEXT GENERATIONNBXGOther7.13%204,562--$3,383,455
PIMCO DYNAMIC INCOME STRATEGPDXOther6.92%157,700--$3,283,314
GENERAL AMERN INVS CO INCGAMFinancial Services6.55%48,755--$3,108,131
PIMCO CALIF MUN INCOME FDXPCQXOther6.29%333,093--$2,987,844
TRI CONTL CORPTYFinancial Services6.27%86,458+7,538+9.55%$2,975,884
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther6.18%157,395--$2,933,843
CALAMOS GBL DYN INCOME FUNDCHWFinancial Services6.17%328,901--$2,930,508
BNY MELLON STRATEGIC MUNS INLEOFinancial Services5.97%438,676--$2,833,847
MEXICO FD INCMXFFinancial Services5.91%128,185--$2,803,406
HIGHLAND OPPS & INCOME FDHFROFinancial Services4.76%317,055+39,987+14.43%$2,260,602
ALLIANCEBERNSTEIN NATL MUN IAFBFinancial Services4.21%175,187-47,077-21.18%$1,998,884
MORGAN STANLEY INDIA INVT FDIIFFinancial Services3.80%79,031--$1,803,487
JAPAN SMALLER CAPITALIZATIONJOFFinancial Services3.73%150,412--$1,771,853
DESTRA MULTI-ALTERNATIVE FDDMAFinancial Services0.86%54,723--$409,328
NEW GERMANY FD INCGFFinancial Services0.80%33,098+8,178+32.82%$379,303
Showing 17 of 17 holdings in the latest reporting period.