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Portfolio (Quarterly) Guide ↗

SMH CAPITAL ADVISORS INC

· CIK 0001180391
13F Portfolio $26M AUM 54 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 21 New 33 Added
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ARCC ARES CAPITAL CORP Financial Services 25,003.0 $463K 1.82% NEW $18.53 +6.7%
2 F FORD MTR CO Consumer Cyclical 31,278.0 $435K 1.70% NEW $13.90 +0.8%
3 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 56,770.0 $318K 1.25% NEW $5.61 +17.6%
4 BLUE OWL CAPITAL CORPORATION 20,049.0 $218K 0.85% NEW $10.87
5 BXSL BLACKSTONE SECD LENDING FD Financial Services 8,662.0 $205K 0.81% NEW $23.71 +4.0%
6 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 19,447.0 $203K 0.79% NEW $10.42 -1.7%
7 SLRC SLR INVESTMENT CORP Financial Services 15,714.0 $194K 0.76% NEW $12.37 +1.7%
8 RQI COHEN & STEERS QUALITY INCOM Financial Services 15,422.0 $190K 0.74% NEW $12.31 +0.2%
9 CCAP CRESCENT CAP BDC INC Financial Services 15,527.0 $170K 0.67% NEW $10.92 -2.2%
10 BIT BLACKROCK MULTI SECTOR INC T Financial Services 13,249.0 $166K 0.65% NEW $12.52 -5.1%
11 TEI TEMPLETON EMERGING MKTS INCO Financial Services 22,054.0 $149K 0.58% NEW $6.74 +0.3%
12 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 11,715.0 $142K 0.56% NEW $12.12 -3.8%
13 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 12,204.0 $139K 0.55% NEW $11.41 -3.6%
14 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 11,798.0 $139K 0.54% NEW $11.74 -5.1%
15 EIM EATON VANCE MUN BD FD Financial Services 13,213.0 $132K 0.52% NEW $9.96 -3.5%
16 GROW U S GLOBAL INVS INC Financial Services 40,191.0 $125K 0.49% NEW $3.12 +4.0%
17 SLQT SELECTQUOTE INC Financial Services 116,656.0 $98K 0.39% NEW $0.84 -0.7%
18 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 19,494.0 $96K 0.38% NEW $4.91 +9.6%
19 CION CION INVT CORP Financial Services 14,600.0 $91K 0.36% NEW $6.23 +17.2%
20 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 24,717.0 $83K 0.33% NEW $3.36 +19.9%
Page 1 of 2  ·  21 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
Financial Services 78.8%
Real Estate 13.3%
Energy 4.7%
Consumer Cyclical 3.2%