Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510 · MIAMI BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Thomas J. Herzfeld Advisors, Inc. reported 129 positions worth $325.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: FSSL (9.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$325.8M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.8%
Est. Net Flow (Q)
2026 Q2
10 / 129 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FSSLFS Specialty Lending FundSH$32.3M9.93%2,900,663
2PDXPIMCO Dynamic Income Strategy FundSH$22.8M7.00%1,095,075
3FSCOFS Credit Opportunities CorpSH$19.6M6.01%3,921,573
4HFROHighland Floating Rate Opportunities FundSH$19.1M5.86%2,676,474
5GOFGuggenheim Strategic Opp FundSH$14.6M4.48%1,336,680
6HERZHerzfeld Credit Income Fund, Inc.SH$14.1M4.32%817,534
7PSUSPershing Square USA LtdSH$10.7M3.28%285,421
8BRWSaba Capital Income & OpportSH$10.1M3.12%1,544,694
9NSLRSuro Capital CorpSH$9.9M3.03%788,403
10EICEagle Pointe Income CompanySH$9.0M2.77%897,140

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Thomas J. Herzfeld Advisors, Inc. hold as of Q2 2026?

Thomas J. Herzfeld Advisors, Inc. reported 129 positions worth $325.8M in its Q2 2026 13F filing. Largest positions: FSSL (9.9%), PDX (7.0%), FSCO (6.0%), HFRO (5.9%) and GOF (4.5%).

What did Thomas J. Herzfeld Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Thomas J. Herzfeld Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.