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Portfolio (Quarterly) Guide ↗

Oppenheimer & Close, LLC

· CIK 0001591377
13F Portfolio $159M AUM 56 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 12 Added 17 Reduced 5 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRC TEJON RANCH CO Industrials 164,766.0 $3.1M 1.96% +23K +16.3% $18.84 +2.2%
22 CPBI CENTRAL PLAINS BANCSHARES IN Financial Services 165,007.0 $2.8M 1.78% -10K -5.7% $17.11 +9.4%
23 LSBK LAKE SHORE BANCORP INC Financial Services 180,000.0 $2.7M 1.72% $15.18 +3.4%
24 BV FINL INC 134,533.0 $2.6M 1.62% -15K -10.3% $19.14
25 FRPH FRP HLDGS INC Real Estate 112,290.0 $2.5M 1.55% $21.88 +3.4%
26 HOMETRUST BANCSHARES INC 52,708.0 $2.2M 1.42% $42.65
27 ASCENT INDUSTRIES CO 159,758.0 $2.1M 1.34% +142K +817.5% $13.31
28 AXR AMREP CORP Real Estate 66,950.0 $1.9M 1.19% $28.13 -7.5%
29 NBBK NB BANCORP INC Financial Services 82,999.0 $1.7M 1.10% $21.07 -6.1%
30 CARE CARTER BANKSHARES INC Financial Services 62,500.0 $1.5M 0.92% $23.32 +17.7%
31 SFBC SOUND FINL BANCORP INC Financial Services 32,645.0 $1.4M 0.90% $43.71 -4.6%
32 ASRV AMERISERV FINL INC Financial Services 352,583.0 $1.3M 0.81% $3.62 +8.6%
33 PBHC PATHFINDER BANCORP INC MD Financial Services 91,915.0 $1.2M 0.74% $12.76 +8.9%
34 CEF SPROTT ASSET MANAGEMENT LP Financial Services 24,255.0 $1.2M 0.73% -905.0 -3.6% $47.72 -0.8%
35 CBAN COLONY BANKCORP INC Financial Services 53,750.0 $1.1M 0.68% $19.97 -0.9%
36 MPB MID PENN BANCORP INC Financial Services 31,950.0 $1.0M 0.65% $32.16 +0.6%
37 ECBK ECB BANCORP INC Financial Services 61,007.0 $1.0M 0.64% $16.73 +9.6%
38 TCBS TEXAS COMMUNITY BANCSHARES I Financial Services 54,485.0 $954K 0.60% $17.51 -4.3%
39 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 200,460.0 $842K 0.53% $4.20 -21.9%
40 GDX VANECK ETF TRUST 9,114.0 $836K 0.53% -390.0 -4.1% $91.77 -7.4%
Page 2 of 3  ·  56 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 27.6%
Basic Materials 25.8%
Industrials 22.4%
Technology 8.1%
Real Estate 7.0%
Energy 5.1%
Consumer Cyclical 4.0%