Institutions / Icon Advisers INC/CO

Icon Advisers INC/CO

CIK 1058470 · Institution · as of Mar 31, 2026
Portfolio value
$432.98M
Positions
144
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$432.98M-6.4%
$462.80M$447.89M$432.98MQ4 '25Q1 '26

Positions

144-21.7%
184164144Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 144 →
CompanyClassValueShares% of portfolio
Nuveen Floating Rate Income FundJFRClosed-End Fund$12.91M1,716,7593.0%
Seagate Technology Holdings PLC$11.35M28,9632.6%
Century Aluminum Co$10.17M173,2002.3%
Phillips 66$9.73M53,4172.2%
HF Sinclair Corp$9.19M147,3002.1%
Douglas Dynamics Inc$8.72M207,1002.0%
LPL Financial Holdings Inc.$8.65M28,7482.0%
Bank America Corp$8.54M7,1742.0%
JPMorgan Chase & Co$6.97M23,6801.6%
Chemours Co$6.84M310,5151.6%
National Fuel Gas Co$6.58M70,0281.5%
Horace Mann Educators Corp /De$6.49M152,0371.5%
Carpenter Technology Corp$6.31M16,0001.5%
AGNC Investment Corp.$6.06M604,1311.4%
ZTO Express (Cayman) Inc.ZTOADR$6.04M240,0001.4%
Vodafone Group PLC New$6.01M400,0311.4%
Cvr Energy IncCVICommon Stock$5.79M172,0001.3%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$5.64M16,7001.3%
Kaiser Aluminum Corp$5.60M46,4821.3%
Cameco Corp$5.43M50,0001.3%
Armstrong World Industries Inc$5.42M32,9001.3%
Cisco Systems, Inc.$5.07M65,3901.2%
Bank of America Corp /De$4.85M99,4361.1%
ANTERO RESOURCES Corp$4.75M112,0001.1%
Stanley Black & Decker, Inc.$4.59M64,5501.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewDouglas Dynamics Inc
Common stock
$8.72M+207K
207,100
2.01% of portfolio
medium
Q1 2026
as of
ExitTransocean Ltd.
Common stock
$-7.43M-1.8M
-100.00%
0
medium
Q1 2026
as of
TrimArchrock Inc
Common stock
$-6.26M-180K
-78.26%
50,000
0.40% of portfolio
medium
Q1 2026
as of
ExitTetra Technologies Inc
Common stock
$-6.09M-650K
-100.00%
0
medium
Q1 2026
as of
TrimSeagate Technology Holdings PLC
Common stock
$-5.83M-15K
-33.94%
28,963
2.62% of portfolio
medium
Q1 2026
as of
AddAGNC Investment Corp.
Common stock
$5.28M+527K
+679.39%
604,131
1.40% of portfolio
medium
Q1 2026
as of
NewANTERO RESOURCES Corp
Common stock
$4.75M+112K
112,000
1.10% of portfolio
low
Q1 2026
as of
NewMSC Industrial Direct Co., Inc.
Common stock
$4.28M+46K
46,380
0.99% of portfolio
low
Q1 2026
as of
Exit749527107
Common stock
$-4.26M-70K
-100.00%
0
low
Q1 2026
as of
TrimCentury Aluminum Co
Common stock
$-4.04M-69K
-28.43%
173,200
2.35% of portfolio
low