Grace & White Inc Portfolio Stock Holdings

Grace & White Inc disclosed 133 stock positions valued at approximately $632.0 million in its latest SEC 13F filing. The largest holdings include APPLIED INDL TECHNLGIES INC CO, UNUM GROUP, and GORMAN RUPP CO. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.

Report Period
June 30, 2026
No. of Stocks
133
Portfolio Value
$632.0M
Holdings by Sector
Grace & White Inc Portfolio Holdings in Q2 2026

89 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLIED INDL TECHNLGIES INC COAITIndustrials7.45%139,153-2,000-1.42%$47,054,587
UNUM GROUPUNMFinancial Services6.90%487,610-620-0.13%$43,592,334
GORMAN RUPP COGRCIndustrials4.01%276,534-45,092-14.02%$25,369,229
NUCOR CORPNUEBasic Materials3.77%106,910-14,442-11.90%$23,814,203
WATSCO INCWSOIndustrials2.78%42,200--$17,586,006
EVEREST RE GROUPEGOther2.71%47,998--$17,146,273
MANULIFE FINL CORP COMMFCFinancial Services2.62%408,953-1,050-0.26%$16,566,686
TOURMALINE OIL CORP COM89156V106Other2.62%396,668-775-0.19%$16,555,752
FIRST SOLAR INC COMFSLRTechnology2.52%67,608-1,915-2.75%$15,952,784
WEST PHARMACEUTICAL SVCS INCCOWSTHealthcare2.47%43,530--$15,627,270
INGREDION INC COMINGRConsumer Defensive2.45%163,547+13,000+8.64%$15,489,536
ORION MARINE GROUP INC COMORNIndustrials2.16%812,722-81,100-9.07%$13,669,984
WILLIAMS SONOMA INC COMWSMConsumer Cyclical2.00%54,180-1,250-2.26%$12,629,358
CTO REALTY GROWTH INC COMCTOReal Estate1.90%558,501-32,624-5.52%$12,013,357
BRIGHTHOUSE FINL INC COMBHFFinancial Services1.88%187,642--$11,877,739
BROWN FORMAN CORP CL BBF-BConsumer Defensive1.86%442,148--$11,783,244
ALAMO GROUP INC COMALGIndustrials1.79%68,885+2,400+3.61%$11,330,894
KIMCO RLTY CORP COMKIMReal Estate1.64%408,878--$10,365,057
BROADWIND ENERGY INC COM NEWBWENIndustrials1.36%1,782,073-215,422-10.78%$8,607,413
AEGON LTD AMER REG 1 CERTAEGFinancial Services1.29%964,276-143,021-12.92%$8,138,489
STEPAN CHEMICAL COSCLBasic Materials1.23%139,013--$7,745,804
DEVON ENERGY CORP NEW COMDVNEnergy1.22%187,113+102,277+120.56%$7,731,503
MASTERBRAND INC COMMON STOCKMBCConsumer Cyclical1.16%714,463+714,463+100.00%$7,351,829
SUMMIT HOTEL PPTYS INC COMINNReal Estate1.13%1,020,425-214,900-17.40%$7,153,179
ALERUS FINL CORP COMALRSFinancial Services1.12%228,108--$7,094,159
KIMBALL ELECTRONICS INC COMKEIndustrials1.10%270,422+4,200+1.58%$6,922,803
ULTRA CLEAN HLDGS INC COMUCTTTechnology1.07%47,550-62,400-56.75%$6,780,155
CALLAWAY GOLF COMPANYMODGConsumer Cyclical1.04%348,789-17,000-4.65%$6,553,745
UNITED PARCEL SVC INC CL BUPSIndustrials0.93%54,490--$5,857,675
BEACON FINANCIAL CORPORATIONBHLBFinancial Services0.90%186,349--$5,674,327
NUTRIEN LTD COMNTRBasic Materials0.88%88,100--$5,545,895
APOGEE ENTERPRISES INC COMAPOGIndustrials0.81%112,572-16,000-12.44%$5,149,043
TWIN DISC INC COMTWINIndustrials0.80%217,230-18,892-8.00%$5,039,736
GEOSPACE TECHNOLOGIES CORP COMGEOSEnergy0.72%673,236+200,035+42.27%$4,557,808
MURPHY OIL CORP COMMUREnergy0.71%138,102--$4,496,601
NORTHWEST NAT HLDG CO COMNWNUtilities0.70%90,064--$4,418,540
DAWSON GEOPHYSICAL CO NEW COMDWSNEnergy0.66%702,917-76,226-9.78%$4,175,327
CAPITAL SOUTHWEST CORP COMCSWCFinancial Services0.60%159,697-5,000-3.04%$3,795,998
ALPHABET CLASS AGOOGLCommunication Services0.58%10,225--$3,654,108
FUEL TECH INC COMFTEKIndustrials0.54%1,541,307--$3,406,288
APPLE COMPUTER INC COMAAPLTechnology0.53%11,536--$3,338,057
HELMERICH & PAYNE INCHPEnergy0.49%94,825-6,900-6.78%$3,104,571
BROWN FORMAN CORP CL ABF-AConsumer Defensive0.48%110,355--$3,019,313
MICROSOFT CORP COMMSFTTechnology0.47%7,975--$2,974,835
TITAN INTL INC ILL COMTWIIndustrials0.46%375,728--$2,896,863
BRASILAGRO COMPANHIA BRASILESPLNDConsumer Defensive0.44%773,582+18,859+2.50%$2,761,688
VESTAS WIND SYS AS UNSP ADRVWDRYIndustrials0.42%283,750--$2,678,600
ALLIANT CORP COMLNTUtilities0.42%35,098--$2,677,626
PEPSICO INCPEPConsumer Defensive0.38%17,524--$2,372,750
HNI CORP COMHNIIndustrials0.37%58,455+19,600+50.44%$2,362,167
ATLANTIC UN BANKSHARES CORP COAUBFinancial Services0.35%52,325--$2,213,871
AVISTA CORP COMAVAUtilities0.31%48,400--$1,980,044
RYERSON HLDG CORP COMRYIIndustrials0.30%76,567--$1,884,314
BERKLEY W R CORP COMWRBFinancial Services0.28%24,869--$1,754,011
BROADWAY FINL CORP DEL CL A NEBYFCFinancial Services0.27%175,965-1,120-0.63%$1,699,822
WESTPORT FUEL SYSTEMS INC COMWPRTConsumer Cyclical0.26%714,106-292,602-29.07%$1,613,880
ASTRONOVA INC NEW COMALOTTechnology0.24%54,296-87,813-61.79%$1,545,807
WAL MART STORES INCWMTConsumer Defensive0.24%13,500--$1,529,010
VIRGINIA NATL BANKSHARES CORCOVABKFinancial Services0.24%34,279--$1,521,302
REGENCY CTRS CORP COMREGReal Estate0.24%18,679--$1,489,471
SENSTAR TECHNOLOGIES CORP COMSNTIndustrials0.23%764,063+119,398+18.52%$1,474,642
NOVO-NORDISK A S ADRNVOHealthcare0.22%29,000--$1,390,260
INSTEEL INDS INC COMIIINIndustrials0.19%40,429+32,929+439.05%$1,220,956
CSW INDUSTRIALS INC COMCSWIIndustrials0.19%4,300-1,780-29.28%$1,196,690
MID PENN BANCORP INC COMMPBFinancial Services0.15%27,324--$951,968
MERCK & COMPANYMRKHealthcare0.15%7,267--$933,810
GRAHAM CORP COMGHMIndustrials0.14%7,300--$903,667
EXXON MOBIL CORPORATIONXOMEnergy0.14%6,482--$886,219
FIDELITY CONCORD STR TR 500 IDFXAIXOther0.13%3,169--$827,887
WESTERN ASSET CLYM INFL OPP COWIWFinancial Services0.13%97,961--$822,872
RAYONIER ADVANCED MATLS INC CORYAMBasic Materials0.13%100,915--$793,192
BOULDER GROWTH & INCOME FD ICOSTEWFinancial Services0.10%36,560--$654,424
BERKSHIRE HATHAWAY INC DEL CLBRK-BFinancial Services0.10%1,300--$650,507
ZIMMER HLDGS INC COMZBHHealthcare0.10%7,500--$645,675
SUZANO PAPEL E CELULOSE S A SPSUZBasic Materials0.10%79,774--$619,046
CISCO SYS INC COMCSCOTechnology0.10%5,140--$603,744
ALPHABET CLASS CGOOGCommunication Services0.09%1,560--$551,195
CHORD ENERGY CORPORATION COM NCHRDEnergy0.08%4,437-5,011-53.04%$507,149
AMAZON COM INC COMAMZNConsumer Cyclical0.08%2,063--$491,695
CULP INC COMCULPConsumer Cyclical0.08%154,003+3,240+2.15%$477,409
HANOVER INS GROUP INC COMTHGFinancial Services0.06%1,775--$380,063
COSTCO WHSL CORP NEW COMCOSTConsumer Defensive0.06%400--$374,188
BRISTOL MYERS SQUIBB COBMYHealthcare0.06%6,293--$362,603
DISNEY WALT CO COM DISNEYDISCommunication Services0.05%3,500--$336,875
WESTERN ASSET CLYM INFL SEC COXWIAXOther0.05%41,110--$334,224
FIRST NATL CORP COMFXNCFinancial Services0.05%10,478--$314,550
CONOCOPHILLIPS COMCOPEnergy0.04%2,730--$283,811
BLACKROCK MUNIYIELD N Y QUALCOBNYFinancial Services0.03%16,852-1-0.01%$171,048
HAIN CELESTIAL GROUP INC COMHAINConsumer Defensive0.00%20,000--$11,204
Grace & White Inc Portfolio Stock Holdings | InsiderSet