Portfolio (Quarterly) Guide ↗

Mink Brook Asset Management LLC

· CIK 0002052205

13F Portfolio $179M AUM 54 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 21 Added 5 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CRAWFORD UNITED CORPORATION	—	46,400	$3.8M	2.38%	SOLD
2	DUOT	DUOS TECHNOLOGIES GROUP INC	Technology	100,000	$1.1M	0.71%	SOLD
3	—	ELECTROVAYA INC	—	110,000	$869K	0.55%	SOLD
4	DWSN	DAWSON GEOPHYSICAL CO	Energy	37,460	$58K	0.04%	SOLD

Sector Allocation

Financial Services 28.5%

Consumer Cyclical 22.0%

Consumer Defensive 16.3%

Industrials 13.9%

Technology 9.1%

Healthcare 4.7%

Real Estate 2.8%

Basic Materials 2.2%

Communication Services 0.6%