Minerva Advisors LLC holds a focused book of 46 stocks worth $158.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they trimmed Sifco Industries. Their largest long position is Eastern Co at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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
Other tracked managers holding the same core names as Minerva Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD FIDUCIARY TRUST CO | 48 / 46 | $347.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | 47 / 46 | $3.0B |
| BlackRock, Inc. | 46 / 46 | $6.2B |
| MORGAN STANLEY | 46 / 46 | $1.1B |
| Vanguard Global Advisers, LLC | 46 / 46 | $83.2M |
| GEODE CAPITAL MANAGEMENT, LLC | 45 / 46 | $1.7B |
| ROYAL BANK OF CANADA | 44 / 46 | $288.8M |
| RENAISSANCE TECHNOLOGIES LLC | 44 / 46 | $230.6M |
Ranked by how many of Minerva Advisors LLC's top 46 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eastern Co COM | $15.2M | 546.4K | 9.6% | —Held | |
| 2 | Tredegar Corp COM | $13.3M | 1.67M | 8.4% | —Held | |
| 3 | Infusystem Hldgs Inc COM | $13.0M | 1.35M | 8.2% | ▲+12% Added · +145K sh | |
| 4 | Sifco Inds Inc COM | $10.7M | 455.6K | 6.7% | ▼−5.2% Reduced · −25K sh | |
| 5 | Escalade Inc COM | $10.7M | 567.2K | 6.7% | ▼−0.1% Reduced · −399 sh | |
| 6 | Virco MFG Co COM | $9.4M | 1.54M | 6.0% | ▲+1.2% Added · +18K sh | |
| 7 | Utah Med Prods Inc COM | $6.5M | 93.6K | 4.1% | —Held | |
| 8 | Unifi Inc COM NEW | $6.0M | 1.26M | 3.8% | ▲~0% Added · +166 sh | |
| 9 | DLH Hldgs Corp COM | $5.9M | 1.12M | 3.7% | ▲+0.3% Added · +3K sh | |
| 10 | Navigator Hldgs Ltd SHS | $5.5M | 296.2K | 3.5% | —Held | |
| 11 | Kewaunee Scientific Corp COM | $5.3M | 149.4K | 3.4% | ▲+9.3% Added · +13K sh | |
| 12 | Scripps E W Co Ohio CL A NEW | $5.1M | 1.83M | 3.2% | ▲+20% Added · +306K sh | |
| 13 | Camden Natl Corp COM | $4.9M | 89.6K | 3.1% | —Held | |
| 14 | Astronics Corp COM | $4.5M | 55.0K | 2.8% | ▼−22% Reduced · −15K sh | |
| 15 | Pathfinder Bancorp Inc MD COM | $4.2M | 262.2K | 2.6% | —Held | |
| 16 | Freightcar Amer Inc COM | $3.7M | 379.0K | 2.3% | ▲+11% Added · +38K sh | |
| 17 | Kelly Svcs Inc CL A | $3.1M | 253.2K | 2.0% | ▲+27% Added · +53K sh | |
| 18 | Foster L B Co COM | $3.1M | 67.9K | 1.9% | ▼−19% Reduced · −16K sh | |
| 19 | Crawford & Co CL B | $3.0M | 288.2K | 1.9% | —Held | |
| 20 | Ni Hldgs Inc COM | $2.0M | 129.9K | 1.3% | —Held | |
| 21 | Columbia Finl Inc COM | $1.9M | 89.3K | 1.2% | ▲+164% Added · +56K sh | |
| 22 | Mid Penn Bancorp Inc COM | $1.9M | 54.2K | 1.2% | —Held | |
| 23 | Citizens Finl Group Inc COM | $1.5M | 21.5K | 1.0% | —Held | |
| 24 | Eastern Bankshares Inc COM | $1.4M | 62.6K | 0.9% | —Held | |
| 25 | Unisys Corp COM NEW | $1.3M | 345.3K | 0.8% | —Held | |
| 26 | F N B Corp COM | $1.2M | 64.1K | 0.8% | —Held | |
| 27 | First Merchants Corp COM | $1.0M | 23.7K | 0.7% | —Held | |
| 28 | Ecb Bancorp Inc COM | $1.0M | 49.9K | 0.6% | —Held | |
| 29 | Citizens & Northn Corp COM | $1000K | 42.9K | 0.6% | —Held | |
| 30 | Contango Silver & Gold Inc COM | $942K | 59.6K | 0.6% | —Held | |
| 31 | Central Plains Bancshares In COM | $935K | 49.1K | 0.6% | —Held | |
| 32 | Norwood Financial Corp COM | $919K | 28.6K | 0.6% | —Held | |
| 33 | FMC Corp COM NEW | $897K | 78.0K | 0.6% | ▲+63% Added · +30K sh | |
| 34 | Donegal Group Inc CL A | $877K | 46.5K | 0.6% | —Held | |
| 35 | Marathon Bancorp Inc COM NEW | $852K | 55.8K | 0.5% | ▼−5.5% Reduced · −3K sh | |
| 36 | Lake Shore Bancorp Inc COM | $788K | 44.3K | 0.5% | —Held | |
| 37 | First BK Williamstown New Je COM | $729K | 41.1K | 0.5% | —Held | |
| 38 | Horizon Bancorp Ind COM | $700K | 35.1K | 0.4% | —Held | |
| 39 | Northwest Bancshares Inc COM | $576K | 38.0K | 0.4% | —Held | |
| 40 | Thryv Hldgs Inc COM NEW | $569K | 144.3K | 0.4% | —Held | |
| 41 | First Comwlth Finl Corp Pa COM | $520K | 25.6K | 0.3% | —Held | |
| 42 | Eagle Bancorp Mont Inc COM | $505K | 21.1K | 0.3% | —Held | |
| 43 | Richmond Mut Bancorporation COM | $480K | 30.2K | 0.3% | —Held | |
| 44 | Donegal Group Inc CL B | $389K | 17.9K | 0.2% | —Held | |
| 45 | Deluxe Corp Medium Term NTS COM | $332K | 13.9K | 0.2% | —Held | |
| 46 | Ameriserv Finl Inc COM | $226K | 58.2K | 0.1% | —Held |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1541536/holdings"
Use Arkolith to show Minerva Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.