AI Portfolio Summary
In 2026 Q1, Minerva Advisors LLC maintained a portfolio of 57 distinct positions. They heavily accumulated shares in TREDEGAR CORP, increasing their position by 0.5%. Conversely, Minerva Advisors LLC completely exited their position in SAGA COMMUNICATIONS .
Total Positions
57
Quarter
2026 Q1
Top Holding
GLDD (11.3%)
Top 10 Concentration
62.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 57
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLDD
GREAT LAKES DRE...
|
Industrials | 11.30% | 12.18% |
#1
Prev: #1
|
6.0 | -360,104 | -25.9% |
P
S
|
1,029,703 | $17,504,951 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TG
TREDEGAR CORP
|
Industrials | 8.55% | 7.95% |
#2
Prev: #2
|
5.4 | 8,500 | 0.5% |
P
S
|
1,665,607 | $13,241,576 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
INFU
INFUSYSTEM HLDG...
|
Healthcare | 7.17% | 6.46% |
#3
1
Prev: #4
|
5.9 | 125,374 | 11.6% |
P
S
|
1,204,105 | $11,113,889 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EML
EASTERN CO
|
Industrials | 7.14% | 6.96% |
#4
1
Prev: #3
|
3.9 | 17,318 | 3.3% |
P
S
|
546,402 | $11,059,176 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ESCA
ESCALADE INC
|
Consumer Cyclical | 6.29% | 5.11% |
#5
1
Prev: #6
|
4.0 | no change | no change |
P
S
|
567,621 | $9,746,053 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VIRC
VIRCO MANUFACTU...
|
Consumer Cyclical | 5.99% | 6.18% |
#6
1
Prev: #5
|
2.9 | 69,254 | 4.8% |
P
S
|
1,517,452 | $9,286,806 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DLHC
DLH HOLDINGS CO...
|
Industrials | 4.18% | 4.20% |
#7
Prev: #7
|
2.2 | -20 | -0.0% |
P
S
|
1,113,037 | $6,477,875 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SIF
SIFCO INDUSTRIE...
|
Industrials | 4.13% | 1.82% |
#8
10
Prev: #18
|
2.2 | -8,334 | -1.7% |
P
S
|
480,650 | $6,397,452 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UTMD
UTAH MEDICAL PR...
|
Healthcare | 3.75% | 3.50% |
#9
1
Prev: #10
|
2.5 | no change | no change |
P
S
|
93,615 | $5,803,194 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVGS
NAVIGATOR HOLDI...
|
Energy | 3.70% | 3.48% |
#10
1
Prev: #11
|
2.0 | -5,000 | -1.7% |
P
S
|
296,212 | $5,725,778 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SSP
SCRIPPS E W CO ...
|
Communication Services | 3.67% | 3.69% |
#11
2
Prev: #9
|
3.5 | 140,570 | 10.1% |
P
S
|
1,526,490 | $5,678,542 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ATRO
ASTRONICS CORP
|
Industrials | 3.03% | 3.70% |
#12
4
Prev: #8
|
1.2 | -31,904 | -31.2% |
P
S
|
70,340 | $4,693,789 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KEQU
KEWAUNEE SCIENT...
|
Consumer Cyclical | 3.02% | 3.05% |
#13
1
Prev: #12
|
3.2 | 14,842 | 12.2% |
P
S
|
136,705 | $4,684,880 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UFI
UNIFI INC
|
Consumer Cyclical | 2.90% | 2.86% |
#14
1
Prev: #13
|
1.7 | 36,206 | 3.0% |
P
S
|
1,258,626 | $4,493,295 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CAC
CAMDEN NATIONAL...
|
Financial Services | 2.74% | 2.60% |
#15
1
Prev: #14
|
2.1 | no change | no change |
P
S
|
89,568 | $4,250,002 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PBHC
PATHFINDER BANC...
|
Financial Services | 2.16% | 2.47% |
#16
1
Prev: #15
|
1.9 | no change | no change |
P
S
|
262,204 | $3,345,723 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CRD/B
CRAWFORD & CO C...
|
Financial Services | 1.89% | 2.06% |
#17
1
Prev: #16
|
1.8 | no change | no change |
P
S
|
288,178 | $2,922,125 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RAIL
FREIGHTCAR AMER...
|
Industrials | 1.75% | 1.97% |
#18
1
Prev: #17
|
3.2 | 73,977 | 27.7% |
P
S
|
341,023 | $2,717,953 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FSTR
FOSTER L B CO
|
Industrials | 1.51% | 1.51% |
#19
Prev: #19
|
1.6 | no change | no change |
P
S
|
83,965 | $2,342,623 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KELYA
KELLY SERVICES ...
|
Industrials | 1.14% | 0.34% |
#20
22
Prev: #42
|
3.5 | 141,396 | 242.1% |
P
S
|
199,796 | $1,768,195 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MPB
MID PENN BANCOR...
|
Financial Services | 1.12% | 1.12% |
#21
1
Prev: #22
|
1.4 | no change | no change |
P
S
|
54,177 | $1,742,332 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NODK
NI HOLDINGS INC
|
Financial Services | 1.08% | 1.15% |
#22
1
Prev: #21
|
1.4 | no change | no change |
P
S
|
129,900 | $1,674,411 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CFG
CITIZENS FINL G...
|
Financial Services | 0.83% | 0.84% |
#23
Prev: #23
|
1.3 | no change | no change |
P
S
|
21,485 | $1,288,455 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EBC
EASTERN BANKSHA...
|
Financial Services | 0.79% | 0.77% |
#24
Prev: #24
|
1.3 | no change | no change |
P
S
|
62,576 | $1,223,987 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CTGO
CONTANGO ORE IN...
|
Basic Materials | 0.72% | 1.34% |
#25
5
Prev: #20
|
0.3 | -16,500 | -21.7% |
P
S
|
59,647 | $1,118,381 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FNB
FNB CORP
|
Financial Services | 0.69% | 0.73% |
#26
1
Prev: #25
|
1.3 | no change | no change |
P
S
|
64,075 | $1,071,334 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CZNC
CITIZENS & NORT...
|
Financial Services | 0.62% | 0.58% |
#27
4
Prev: #31
|
1.2 | no change | no change |
P
S
|
42,900 | $958,386 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FRME
FIRST MERCHANTS...
|
Financial Services | 0.59% | 0.25% |
#28
25
Prev: #53
|
3.2 | 13,787 | 139.6% |
P
S
|
23,662 | $916,430 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NWFL
NORWOOD FINANCI...
|
Financial Services | 0.54% | 0.26% |
#29
22
Prev: #51
|
3.2 | 14,899 | 108.9% |
P
S
|
28,580 | $840,824 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CPBI
CENTRAL PLAINS ...
|
Financial Services | 0.54% | 0.56% |
#30
2
Prev: #32
|
1.2 | no change | no change |
P
S
|
49,117 | $840,392 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ECBK
ECB BANCORP INC
|
Financial Services | 0.54% | 0.58% |
#31
1
Prev: #30
|
1.2 | no change | no change |
P
S
|
49,940 | $835,496 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FMC
FMC CORP
|
Basic Materials | 0.53% | 0.44% |
#32
4
Prev: #36
|
1.2 | no change | no change |
P
S
|
48,000 | $826,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DGICA
DONEGAL GROUP I...
|
Financial Services | 0.52% | 0.62% |
#33
5
Prev: #28
|
1.2 | no change | no change |
P
S
|
46,490 | $798,699 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MBBC
MARATHON BANCOR...
|
Financial Services | 0.52% | 0.48% |
#34
Prev: #34
|
1.2 | no change | no change |
P
S
|
58,976 | $797,946 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UIS
UNISYS CORP
|
Technology | 0.46% | 0.64% |
#35
8
Prev: #27
|
1.2 | no change | no change |
P
S
|
345,347 | $714,868 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LSBK
LAKE SHORE BANC...
|
Financial Services | 0.43% | 0.43% |
#36
1
Prev: #37
|
1.2 | no change | no change |
P
S
|
44,259 | $671,852 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FRBA
FIRST BANK WILL...
|
Financial Services | 0.42% | 0.45% |
#37
2
Prev: #35
|
1.2 | no change | no change |
P
S
|
41,143 | $658,288 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CLBK
COLUMBIA FINANC...
|
Financial Services | 0.38% | 0.35% |
#38
2
Prev: #40
|
1.2 | no change | no change |
P
S
|
33,794 | $591,733 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HBNC
HORIZON BANCORP...
|
Financial Services | 0.37% | 0.40% |
#39
1
Prev: #38
|
1.1 | no change | no change |
P
S
|
35,052 | $580,816 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NWBI
NORTHWEST BANCS...
|
Financial Services | 0.31% | 0.30% |
#40
4
Prev: #44
|
1.1 | no change | no change |
P
S
|
38,000 | $482,220 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FCF
FIRST COMMONWEA...
|
Financial Services | 0.29% | 0.29% |
#41
6
Prev: #47
|
1.1 | no change | no change |
P
S
|
25,560 | $449,345 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EBMT
EAGLE BANCORP M...
|
Financial Services | 0.28% | 0.28% |
#42
7
Prev: #49
|
1.1 | no change | no change |
P
S
|
21,098 | $434,197 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PRA
PROASSURANCE CO...
|
Financial Services | 0.28% | 0.28% |
#43
7
Prev: #50
|
1.1 | no change | no change |
P
S
|
17,234 | $426,024 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RMBI
RICHMOND MUTUAL
|
Financial Services | 0.26% | 0.28% |
#44
4
Prev: #48
|
1.1 | no change | no change |
P
S
|
30,224 | $410,140 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
THRY
THRYV HOLDINGS ...
|
Technology | 0.26% | 0.60% |
#45
16
Prev: #29
|
0.6 | -4,000 | -2.7% |
P
S
|
144,329 | $395,461 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DLX
DELUXE CORP
|
Industrials | 0.25% | 0.21% |
#46
10
Prev: #56
|
1.1 | no change | no change |
P
S
|
13,900 | $382,806 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DGICB
DONEGAL GROUP I...
|
Financial Services | 0.20% | 0.21% |
#47
8
Prev: #55
|
1.1 | no change | no change |
P
S
|
17,856 | $315,873 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ASRV
AMERISERV FINAN...
|
Financial Services | 0.14% | 0.12% |
#48
9
Prev: #57
|
1.1 | no change | no change |
P
S
|
58,200 | $210,684 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGA
SAGA COMMUNICAT...
|
Communication Services | 0.00% | 0.24% |
Sold All 😨
(Was: #54) |
0.0 | -31,831 | -100.0% |
CLOSED
|
— | $— | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CBU
COMMUNITY FINAN...
|
Financial Services | 0.00% | 0.25% |
Sold All 😨
(Was: #52) |
0.0 | -6,618 | -100.0% |
CLOSED
|
— | $— | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 57 holdings