Smh Capital Advisors Inc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Smh Capital Advisors Inc disclosed 50 stock positions valued at approximately $25.51M as of quarter-end June 30, 2026. The largest holdings include TRINITY CAP INC, CAPITAL SOUTHWEST CORP, and VICI PPTYS INC.

Report Period
June 30, 2026
No. of Stocks
50
Portfolio Value
$25.51M
Holdings by Sector
Smh Capital Advisors Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TRINITY CAP INCTRINFinancial Services11.94%170,293-810-0.47%$3,046,547
CAPITAL SOUTHWEST CORPCSWCFinancial Services7.46%80,072+1,708+2.18%$1,903,314
VICI PPTYS INCVICIReal Estate5.56%53,471+4,599+9.41%$1,419,654
MAIN STR CAP CORPMAINFinancial Services4.45%21,907+3,021+16.00%$1,136,518
SM ENERGY COMPANYSMEnergy3.83%37,399-46-0.12%$976,119
HERCULES CAPITAL INCHTGCFinancial Services3.68%59,466+18,401+44.81%$937,779
BLUE OWL CAPITAL INCOWLFinancial Services3.52%102,489+15,391+17.67%$896,779
CARLYLE GROUP INCCGFinancial Services3.07%18,627-200-1.06%$784,371
INNOVATIVE INDL PPTYS INCIIPRReal Estate2.43%10,000+5,110+104.50%$619,800
RITHM CAPITAL CORPRITMReal Estate2.42%65,630-340-0.52%$616,269
STATE STR SPDR S&P 500 ETF TSPYOther2.36%806-14-1.71%$602,073
ARES CAPITAL CORPARCCFinancial Services1.82%25,003+14,003+127.30%$463,306
VANGUARD INTL EQUITY INDEX FVWOOther1.80%7,688+2+0.03%$458,919
ISHARES TREFAOther1.74%4,282+15+0.35%$444,799
FORD MTR COFConsumer Cyclical1.70%31,278+31,278+100.00%$434,764
WISDOMTREE INCWTFinancial Services1.45%21,888+2,994+15.85%$370,783
ADAMS DIVERSIFIED EQUITY FDADXFinancial Services1.33%13,282+126+0.96%$339,355
RUNWAY GROWTH FINANCE CORPRWAYFinancial Services1.25%56,770+42,770+305.50%$318,480
EZCORP INCEZPWFinancial Services1.24%9,142--$316,039
CALAMOS STRATEGIC TOTAL RETUCSQFinancial Services1.23%15,250+456+3.08%$313,545
NEXPOINT DIVERSIFIED REL ETNXDTReal Estate1.22%59,797+1,344+2.30%$310,347
VIRTUS EQUITY & CONV INCM FDXNIEXOther1.16%10,998+209+1.94%$295,416
GABELLI DIVID & INCOME TRXGDVXOther1.08%9,399+321+3.54%$276,339
EATON VANCE TAX ADVT DIV INCXEVTXOther1.01%9,347+354+3.94%$258,726
INVESCO QQQ TRQQQOther1.01%349--$256,775
ALLIANCEBERNSTEIN GLOBAL HIGXAWFXOther1.00%24,789+263+1.07%$255,323
BLACKROCK CORPOR HI YLD FD IHYTFinancial Services0.92%27,372+709+2.66%$234,308
DICKS SPORTING GOODS INCDKSConsumer Cyclical0.91%1,027-1,007-49.51%$232,934
HANCOCK JOHN TAX-ADVANTAGEDHTDFinancial Services0.91%9,128+384+4.39%$232,676
CARLYLE SECURED LENDING INCCGBDFinancial Services0.91%21,946-192-0.87%$231,091
Showing 30 of 50 holdings in the latest reporting period.