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ICON ADVISERS INC/CO

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001058470

$531.6M

disclosed book value

195

positions

3.3%

largest position share

Positions, as of 2026-06-30

top 100 of 195 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SEAGATE TECHNOLOGY HLDNGS PL18,001$17.4M3.3%
2PLOWDOUGLAS DYNAMICS INC230,100$12.4M2.3%
3AVTAVNET INC117,720$10.5M2%
4MSMMSC INDL DIRECT INC78,380$9.3M1.8%
5CCCHEMOURS CO425,515$8.7M1.6%
6KALUKAISER ALUMINIUM CORPORATION41,382$8.1M1.5%
7AGNCAGNC INVT CORP741,926$8.1M1.5%
8CRSCARPENTER TECHNOLOGY CORP13,000$8.0M1.5%
9MKSIMKS INC.18,000$8.0M1.5%
10LPLALPL FINL HLDGS INC28,348$8.0M1.5%
11JPMJPMORGAN CHASE & CO23,680$7.8M1.5%
12TSMTAIWAN SEMICONDUCTOR MANUFAC15,700$7.5M1.4%
13HMNHORACE MANN EDUCATORS CORP N145,037$7.5M1.4%
14DINOHF SINCLAIR CORP107,300$7.5M1.4%
15JFRNUVEEN FLOATING RATE INCOME971,097$7.4M1.4%
16PSXPHILLIPS 6642,417$7.2M1.3%
17KRNYKEARNY FINL CORP MD726,400$6.9M1.3%
18SWKSTANLEY BLACK & DECKER INC69,550$6.5M1.2%
19CENXCENTURY ALUM CO140,500$6.5M1.2%
20WFC 7.5 PERP LWELLS FARGO & CO5,383$6.2M1.2%
21ZTOZTO EXPRESS CAYMAN INC260,000$5.8M1.1%
22AVGOBROADCOM INC15,032$5.7M1.1%
23BACBANK OF AMER CORP99,436$5.7M1.1%
24ANETARISTA NETWORKS INC32,500$5.5M1%
25EXTREXTREME NETWORKS INC170,000$5.5M1%
26KNXKNIGHT-SWIFT TRANSN HLDGS IN70,000$5.5M1%
27CSCOCISCO SYS INC45,390$5.3M1%
28AWIARMSTRONG WORLD INDS INC NEW32,900$5.3M1%
29IPINTERNATIONAL PAPER CO137,400$5.2M1%
30SCSCSCANSOURCE INC100,000$5.2M1%
31BHPBHP BILLITON LIMITED62,500$5.2M1%
32PANWPALO ALTO NETWORKS INC15,000$5.1M1%
33ARANTERO RESOURCES CORP140,000$4.9M0.9%
34MTARCELORMITTAL SA LUXEMBOURG81,000$4.9M0.9%
35ARWARROW ELECTRS INC22,590$4.8M0.9%
36VODVODAFONE GROUP PLC364,031$4.8M0.9%
37TFCTRUIST FINL CORP92,585$4.6M0.9%
38STLDSTEEL DYNAMICS INC20,000$4.6M0.9%
39MAMASTERCARD INCORPORATED8,858$4.5M0.9%
40PDIPIMCO DYNAMIC INCOME FD268,890$4.5M0.8%
41GOOGALPHABET INC12,500$4.4M0.8%
42CVICVR ENERGY INC160,000$4.4M0.8%
43CCJCAMECO CORP43,000$4.4M0.8%
44SMGSCOTTS MIRACLE-GRO CO63,000$4.3M0.8%
45MATVMATIV HOLDINGS INC545,000$4.1M0.8%
46IIININSTEEL INDS INC136,000$4.1M0.8%
47GILGILDAN ACTIVEWEAR INC78,410$4.0M0.8%
48CXTCRANE NXT CO75,500$3.9M0.7%
49DTEDTE ENERGY CO24,659$3.8M0.7%
50KORNIT DIGITAL LTD230,000$3.7M0.7%
51NOWSERVICENOW INC37,620$3.7M0.7%
52SNXTD SYNNEX CORPORATION13,620$3.6M0.7%
53EHCENCOMPASS HEALTH CORP35,840$3.6M0.7%
54EVRGEVERGY INC41,300$3.6M0.7%
55BKRBAKER HUGHES COMPANY64,051$3.6M0.7%
56GATES INDL CORP PLC122,000$3.4M0.6%
57RHRH20,680$3.4M0.6%
58METAMETA PLATFORMS INC6,000$3.4M0.6%
59MTWMANITOWOC CO INC240,000$3.3M0.6%
60MGAMAGNA INTL INC50,403$3.3M0.6%
61HCAHCA HEALTHCARE INC8,352$3.3M0.6%
62KEYKEYCORP140,000$3.2M0.6%
63SXTSENSIENT TECHNOLOGIES CORP26,000$3.2M0.6%
64TPCTUTOR PERINI CORP38,000$3.2M0.6%
65PORPORTLAND GEN ELEC CO60,266$3.1M0.6%
66UPSUNITED PARCEL SVCS INC28,500$3.1M0.6%
67NFGNATIONAL FUEL GAS CO39,528$3.1M0.6%
68PTYPIMCO CORPORATE & INCOME OPP247,825$3.0M0.6%
69NSPINSPERITY INC72,000$3.0M0.6%
70BALLBALL CORP47,100$2.9M0.6%
71ALGALAMO GROUP INC17,720$2.9M0.5%
72AESAES CORP189,428$2.8M0.5%
73WMSADVANCED DRAIN SYS INC DEL17,550$2.8M0.5%
74OIO-I GLASS INC285,000$2.7M0.5%
75CEVACEVA INC57,200$2.7M0.5%
76SWZTOTAL RETURN SECURITIES FUND446,220$2.7M0.5%
77SYNASYNAPTICS INC20,950$2.6M0.5%
78LAZLAZARD INC61,898$2.6M0.5%
79SJNKSPDR SERIES TRUST103,498$2.6M0.5%
80UNPUNION PAC CORP9,370$2.5M0.5%
81DALDELTA AIR LINES INC26,900$2.5M0.5%
82PLUSEPLUS INC30,000$2.5M0.5%
83TAT&T INC114,613$2.4M0.4%
84HBANHUNTINGTON BANCSHARES INC133,470$2.4M0.4%
85LYONDELLBASELL INDUSTRIES NV44,000$2.3M0.4%
86INGING GROEP N.V.73,403$2.3M0.4%
87NRGNRG ENERGY INC15,400$2.2M0.4%
88DLXDELUXE CORP MEDIUM TERM NTS90,000$2.1M0.4%
89PODDINSULET CORP14,000$2.1M0.4%
90BRCBRADY CORP23,000$2.1M0.4%
91MUMICRON TECHNOLOGY INC1,800$2.1M0.4%
92LMTLOCKHEED MARTIN CORP3,900$2.0M0.4%
93BSLBLACKSTONE SENI FLTN RAT 202152,212$2.0M0.4%
94PEGAPEGASYSTEMS INC65,493$2.0M0.4%
95EFTEATON VANCE FLOATING RATE IN180,280$1.9M0.4%
96ADSKAUTODESK INC10,000$1.9M0.4%
97EEFTEURONET WORLDWIDE INC26,321$1.9M0.4%
98ADMARCHER DANIELS MIDLAND CO25,000$1.9M0.4%
99VVRINVESCO SR INCOME TR628,354$1.9M0.4%
100JELDJELD-WEN HLDG INC1.3M$1.9M0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.