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Portfolio (Quarterly) Guide ↗

Almitas Capital LLC

· CIK 0001596468
13F Portfolio $417M AUM 130 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 130 New
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACRE ARES COML REAL ESTATE CORP Real Estate 180,954.0 $814K 0.20% NEW $4.50 +2.7%
62 EIC EAGLE POINT INCOME COMPANY I Financial Services 80,547.0 $811K 0.19% NEW $10.07 -0.6%
63 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 26,810.0 $805K 0.19% NEW $30.03 +5.6%
64 NEWT NEWTEKONE INC Financial Services 53,570.0 $793K 0.19% NEW $14.81 -13.4%
65 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 110,708.0 $735K 0.18% NEW $6.64 -4.8%
66 NBXG NEUBERGER NEXT GENERATION Financial Services 42,297.0 $700K 0.17% NEW $16.54 -4.3%
67 SWZ TOTAL RETURN SECURITIES FUND Financial Services 115,581.0 $687K 0.16% NEW $5.94 -0.2%
68 NEM NEWMONT CORP Basic Materials 6,800.0 $635K 0.15% NEW $93.40 +28.8%
69 WD WALKER & DUNLOP INC Financial Services 11,600.0 $635K 0.15% NEW $54.70 -25.6%
70 IHD VOYA EMERGING MKTS HIGH DIVI Financial Services 78,161.0 $610K 0.15% NEW $7.80 -1.7%
71 CVCO CAVCO INDS INC DEL Consumer Cyclical 992.0 $609K 0.15% NEW $614.38 -2.3%
72 SBET SHARPLINK INC Financial Services 124,283.0 $597K 0.14% NEW $4.80 +35.6%
73 EFR EATON VANCE SR FLTNG RTE TR Financial Services 54,393.0 $577K 0.14% NEW $10.60 +0.5%
74 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 44,471.0 $576K 0.14% NEW $12.95 +0.9%
75 CHW CALAMOS GBL DYN INCOME FUND Financial Services 64,073.0 $571K 0.14% NEW $8.91 -2.5%
76 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 82,066.0 $530K 0.13% NEW $6.46 -4.0%
77 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 38,584.0 $505K 0.12% NEW $13.08 +2.4%
78 TORO CORP 100,000.0 $487K 0.12% NEW $4.87
79 TALPHERA INC 467,152.0 $481K 0.12% NEW $1.03
80 BK BANK OF NY MELLON CORP Financial Services 3,300.0 $477K 0.11% NEW $144.61 -1.9%
Page 4 of 7  ·  130 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 75.5%
Healthcare 15.2%
Real Estate 4.3%
Consumer Cyclical 3.0%
Industrials 1.3%
Basic Materials 0.6%
Technology 0.2%