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Portfolio (Quarterly) Guide ↗

CORBYN INVESTMENT MANAGEMENT INC/MD

· CIK 0000919538
13F Portfolio $346M AUM 66 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 11 Added 18 Reduced 3 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROP Roper Technologies, Inc. (ROP) Industrials 1,169.0 $396K 0.11% -1K -55.0% $338.39 +25.9%
62 Broadcom Inc. (AVGO) 916.0 $346K 0.10% -76.0 -7.7% $377.75
63 MSFT Microsoft Corp. (MSFT) Technology 842.0 $314K 0.09% $373.02 +37.7%
64 Vanguard Information Technolog 2,504.0 $299K 0.09% +2K +680.1% $119.52
65 AAPL Apple Inc. (AAPL) Technology 777.0 $225K 0.07% NEW $289.36 +10.5%
66 JPMorgan Chase & Co. (JPM) 617.0 $202K 0.06% NEW $327.33
Page 4 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 33.0%
Financial Services 21.6%
Consumer Defensive 17.2%
Consumer Cyclical 7.9%
Healthcare 6.7%
Technology 4.4%
Basic Materials 4.4%
Communication Services 4.2%
Energy 0.7%