Grace & White Inc holds a diversified book of 133 stocks worth $632.0M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Masterbrand Inc and trimmed Applied Industrial Tech Inc. Their largest long position is Applied Industrial Tech Inc at 7% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+30.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/903064/holdings"
Use Arkolith to show GRACE & WHITE INC /NY's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Grace & White Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Indl Technlgies Inc Co COM | $47.1M | 139.2K | 7.4% | ▼−1.4% Reduced · −2K sh | |
| 2 | Unum Group COM | $43.6M | 487.6K | 6.9% | ▼−0.1% Reduced · −620 sh | |
| 3 | Gorman Rupp Co COM | $25.4M | 276.5K | 4.0% | ▼−14% Reduced · −45K sh | |
| 4 | Nucor Corp COM | $23.8M | 106.9K | 3.8% | ▼−12% Reduced · −14K sh | |
| 5 | Signet Jewelers Limited SHS COM | $20.8M | 241.1K | 3.3% | —Held | |
| 6 | Watsco Inc COM | $17.6M | 42.2K | 2.8% | —Held | |
| 7 | Everest Re Group COM | $17.1M | 48.0K | 2.7% | —Held | |
| 8 | Manulife Finl Corp Com COM | $16.6M | 409.0K | 2.6% | ▼−0.3% Reduced · −1K sh | |
| 9 | Tourmaline Oil Corp Com COM | $16.6M | 396.7K | 2.6% | ▼−0.2% Reduced · −775 sh | |
| 10 | First Solar Inc Com COM | $16.0M | 67.6K | 2.5% | ▼−2.8% Reduced · −2K sh | |
| 11 | West Pharmaceutical Svcs Incco COM | $15.6M | 43.5K | 2.5% | —Held | |
| 12 | Ingredion Inc Com COM | $15.5M | 163.5K | 2.5% | ▲+8.6% Added · +13K sh | |
| 13 | Orion Marine Group Inc Com COM | $13.7M | 812.7K | 2.2% | ▼−9.1% Reduced · −81K sh | |
| 14 | Williams Sonoma Inc Com COM | $12.6M | 54.2K | 2.0% | ▼−2.3% Reduced · −1K sh | |
| 15 | Cto Realty Growth Inc Com COM | $12.0M | 558.5K | 1.9% | ▼−5.5% Reduced · −33K sh | |
| 16 | Brighthouse Finl Inc Com COM | $11.9M | 187.6K | 1.9% | —Held | |
| 17 | Brown Forman Corp CL B COM | $11.8M | 442.1K | 1.9% | —Held | |
| 18 | Alamo Group Inc Com COM | $11.3M | 68.9K | 1.8% | ▲+3.6% Added · +2K sh | |
| 19 | Kimco Rlty Corp Com COM | $10.4M | 408.9K | 1.6% | —Held | |
| 20 | Danieli & Co. COM | $8.8M | 114.9K | 1.4% | —Held | |
| 21 | Swatch Group AG Namen Akt COM | $8.8M | 181.8K | 1.4% | —Held | |
| 22 | Broadwind Energy Inc Com New COM | $8.6M | 1.78M | 1.4% | ▼−11% Reduced · −215K sh | |
| 23 | Aegon Ltd Amer Reg 1 Cert COM | $8.1M | 964.3K | 1.3% | ▼−13% Reduced · −143K sh | |
| 24 | Asia Financial Holdings Ltd SH COM | $8.0M | 13.49M | 1.3% | —Held | |
| 25 | Stepan Chemical Co COM | $7.7M | 139.0K | 1.2% | —Held | |
| 26 | Devon Energy Corp New Com COM | $7.7M | 187.1K | 1.2% | ▲+121% Added · +102K sh | |
| 27 | Masterbrand Inc Common Stock COM | $7.4M | 714.5K | 1.2% | ▲New New position | |
| 28 | Summit Hotel Pptys Inc Com COM | $7.2M | 1.02M | 1.1% | ▼−17% Reduced · −215K sh | |
| 29 | Alerus Finl Corp Com COM | $7.1M | 228.1K | 1.1% | —Held | |
| 30 | Kimball Electronics Inc Com COM | $6.9M | 270.4K | 1.1% | ▲+1.6% Added · +4K sh | |
| 31 | Ultra Clean Hldgs Inc Com COM | $6.8M | 47.5K | 1.1% | ▼−57% Reduced · −62K sh | |
| 32 | Callaway Golf Company COM | $6.6M | 348.8K | 1.0% | ▼−4.6% Reduced · −17K sh | |
| 33 | Holmen AB-B COM | $6.5M | 207.5K | 1.0% | ▲+15% Added · +27K sh | |
| 34 | United Parcel SVC Inc CL B COM | $5.9M | 54.5K | 0.9% | —Held | |
| 35 | Beacon Financial Corporation COM | $5.7M | 186.3K | 0.9% | —Held | |
| 36 | Nutrien Ltd Com COM | $5.5M | 88.1K | 0.9% | —Held | |
| 37 | Apogee Enterprises Inc Com COM | $5.1M | 112.6K | 0.8% | ▼−12% Reduced · −16K sh | |
| 38 | Twin Disc Inc Com COM | $5.0M | 217.2K | 0.8% | ▼−8.0% Reduced · −19K sh | |
| 39 | Phoenix Cos Inc New Quibs 2032 PREFERRED STOCKS | $4.9M | 262.4K | 0.8% | —Held | |
| 40 | Geospace Technologies Corp Com COM | $4.6M | 673.2K | 0.7% | ▲+42% Added · +200K sh | |
| 41 | Murphy Oil Corp Com COM | $4.5M | 138.1K | 0.7% | —Held | |
| 42 | Cimc Enric Holdings Ltd SHS COM | $4.4M | 4.85M | 0.7% | ▲+50% Added · +1.6M sh | |
| 43 | Northwest Nat Hldg Co Com COM | $4.4M | 90.1K | 0.7% | —Held | |
| 44 | Grupo Rotoplas SAB De CV COM | $4.4M | 5.72M | 0.7% | ▼−0.1% Reduced · −7K sh | |
| 45 | Dawson Geophysical Co New Com COM | $4.2M | 702.9K | 0.7% | ▼−9.8% Reduced · −76K sh | |
| 46 | Capital Southwest Corp Com COM | $3.8M | 159.7K | 0.6% | ▼−3.0% Reduced · −5K sh | |
| 47 | Irish Residentl Pptys REIT Por COM | $3.7M | 2.75M | 0.6% | —Held | |
| 48 | Alphabet Class A COM | $3.7M | 10.2K | 0.6% | —Held | |
| 49 | Fuel Tech Inc Com COM | $3.4M | 1.54M | 0.5% | —Held | |
| 50 | Apple Computer Inc Com COM | $3.3M | 11.5K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.