Fund Holdings

ICON ADVISERS INC/CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DOUGLAS DYNAMICS INC(PLOW)0207,100+207,10008,716,8392.01%+8,716,839
AGNC INVT CORP(AGNC)77,513604,131+526,618830,9396,059,4341.40%+5,228,495
ANTERO RESOURCES CORP(AR)0112,000+112,00004,753,2801.10%+4,753,280
MSC INDL DIRECT INC(MSM)046,380+46,38004,279,4830.99%+4,279,483
CHEMOURS CO(CC)310,515310,51503,660,9726,840,6451.58%+3,179,673
INSTEEL INDS INC093,000+93,00003,125,7300.72%+3,125,730
SCOTTS MIRACLE-GRO CO(SMG)047,000+47,00002,858,0700.66%+2,858,070
PHILLIPS 66(PSX)53,41753,41706,892,9309,731,5092.25%+2,838,579
RH(RH)2,80022,180+19,380501,6203,101,2080.72%+2,599,588
BALL CORP25,10059,100+34,0001,329,5473,493,4010.81%+2,163,854
ARCELORMITTAL SA LUXEMBOURG(MT)27,00065,000+38,0001,230,3903,378,7000.78%+2,148,310
BANK AMERICA CORP5,1477,174+2,0276,431,8208,541,4361.97%+2,109,616
STANLEY BLACK & DECKER INC(SWK)33,84064,550+30,7102,513,6354,586,9231.06%+2,073,288
BHP GROUP LTD40,00059,000+19,0002,414,8004,291,6600.99%+1,876,860
ZTO EXPRESS CAYMAN INC(ZTO)200,000240,000+40,0004,178,0006,040,8001.40%+1,862,800
CAMECO CORP(CCJ)41,00050,000+9,0003,751,0905,430,5001.25%+1,679,410
INVESCO SR INCOME TR0518,888+518,88801,670,8190.39%+1,670,819
CVR ENERGY INC(CVI)165,000172,000+7,0004,197,6005,787,8001.34%+1,590,200
SEMTECH CORP(SMTC)020,000+20,00001,537,8000.36%+1,537,800
EATON VANCE SR INCOME TR0307,371+307,37101,533,7810.35%+1,533,781
CARPENTER TECHNOLOGY CORP(CRS)16,00016,00005,037,4406,306,4001.46%+1,268,960
MKS INC.(MKSI)18,00018,00002,876,4004,136,5800.96%+1,260,180
INSULET CORP(PODD)06,000+6,00001,259,0400.29%+1,259,040
ARES DYNAMIC CR ALLOCATION F097,237+97,23701,182,4020.27%+1,182,402
KULICKE & SOFFA INDS INC(KLIC)58,00058,00002,642,4803,811,7600.88%+1,169,280
SPDR SERIES TRUST
ST TERM HIGH ETF
045,777+45,77701,143,5090.26%+1,143,509
HF SINCLAIR CORP(DINO)175,300147,300-28,0008,077,8249,190,0472.12%+1,112,223
IRIDIUM COMMUNICATIONS INC(IRDM)109,467106,467-3,0001,902,5362,953,3950.68%+1,050,859
ARROW ELECTRS INC25,59025,59002,819,5063,669,8620.85%+850,356
BRADY CORP(BRC)24,00033,000+9,0001,880,8802,680,9200.62%+800,040
AVNET INC57,00057,00002,740,5603,512,3400.81%+771,780
BRINKS CO(BCO)16,00025,000+9,0001,867,6802,590,7500.60%+723,070
CENTURY ALUM CO(CENX)242,000173,200-68,8009,481,56010,165,1082.35%+683,548
GILDAN ACTIVEWEAR INC(GIL)59,15078,410+19,2603,694,5094,363,5171.01%+669,008
VODAFONE GROUP PLC NEW(VOD)407,031400,031-7,0005,376,8806,008,4661.39%+631,586
STEEL DYNAMICS INC(STLD)8,00011,000+3,0001,355,6001,980,0000.46%+624,400
EATON VANCE SR FLTNG RTE TR
COM
50,000108,870+58,870557,0001,147,4900.27%+590,490
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,70016,70005,074,9635,643,7651.30%+568,802
BRUNSWICK CORP(BC)07,003+7,0030509,5380.12%+509,538
LOCKHEED MARTIN CORP(LMT)3,9003,90001,886,3132,357,1210.54%+470,808
ISHARES TR28,00028,00001,174,0401,613,0800.37%+439,040
DTE ENERGY CO(DTB)24,65924,65903,180,5183,605,6390.83%+425,121
SPIRE INC(SR)49,10049,10004,060,5704,445,5141.03%+384,944
ARCHER DANIELS MIDLAND CO25,00025,00001,437,2501,817,2500.42%+380,000
TD SYNNEX CORPORATION(SNX)20,32020,32003,052,6743,428,1870.79%+375,513
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)55,00055,00002,875,4003,166,9000.73%+291,500
PORTLAND GEN ELEC CO(POR)60,26660,26602,892,1653,180,2370.73%+288,072
FRANKLIN RESOURCES INC(BEN)011,900+11,9000281,0780.06%+281,078
HAVERTY FURNITURE COS INC010,700+10,7000226,6260.05%+226,626
SOUTHWEST GAS HLDGS INC(SWX)30,00030,00002,400,6002,607,0000.60%+206,400
NUVEEN CR STRATEGIES INCOME
COM SHS
256,035306,035+50,0001,285,2961,490,3900.34%+205,094
GSK PLC(GSK)32,80032,80001,608,5121,810,2320.42%+201,720
POWER INTEGRATIONS INC(POWI)12,20012,2000433,588624,6400.14%+191,052
AMERICAN ELEC PWR CO INC11,44011,44001,319,1461,499,5550.35%+180,409
NEXTERA ENERGY INC(NEE)13,76213,76201,104,8131,278,2150.30%+173,402
NEW JERSEY RES CORP(NJR)19,70019,7000908,5641,081,9240.25%+173,360
BLACKROCK FLOATING RATE INC82,618103,027+20,409936,0621,108,5710.26%+172,509
HUNTSMAN CORP(HUN)49,50049,5000495,000658,8450.15%+163,845
INTEL CORP(INTC)52,50847,508-5,0001,937,5452,096,5280.48%+158,983
CONSOLIDATED EDISON INC(ED)11,10011,10001,102,4521,256,2980.29%+153,846
NYLI CBRE GBL INFR MEGTRNDS(MEGI)147,000147,00002,022,7202,159,4300.50%+136,710
EATON VANCE FLTING RATE INC150,337170,280+19,9431,697,3051,827,1040.42%+129,799
ATMOS ENERGY CORP(ATO)7,4807,48001,253,8721,381,7060.32%+127,834
MAGNA INTL INC(MGA)50,40350,40302,686,4802,812,9910.65%+126,511
AMEREN CORP(AEE)12,08212,08201,206,5091,328,0530.31%+121,544
NISOURCE INC(NI)24,30024,30001,014,7681,133,8380.26%+119,070
EBAY INC.(EBAY)45,19644,479-7173,936,5724,048,4790.94%+111,907
ONE GAS INC(OGS)12,60012,6000973,3501,085,2380.25%+111,888
AMGEN INC(AMGN)4,5004,50001,472,8951,583,3250.37%+110,430
UNION PAC CORP(UNP)9,3709,37002,167,4682,273,3490.53%+105,881
CMS ENERGY CORP(CMS)12,20012,2000853,146946,4760.22%+93,330
BOSTON BEER INC(SAM)2,5202,5200491,728580,6080.13%+88,880
INVESCO EXCH TRADED FD TR II18,00018,00001,018,9101,081,3430.25%+62,433
HCA HEALTHCARE INC(HCA)8,3528,35203,899,2153,952,5000.91%+53,285
EVERGY INC(EVRG)48,80043,800-5,0003,537,5123,588,0960.83%+50,584
SUBURBAN PROPANE PARTNERS L(SPH)36,91436,9140684,386726,8370.17%+42,451
CISCO SYS INC(CSCO)65,39065,39005,036,9925,073,6101.17%+36,618
EVERSOURCE ENERGY(ES)15,30015,30001,030,1491,059,9840.24%+29,835
INGREDION INC(INGR)10,60010,60001,168,7561,194,1960.28%+25,440
COMCAST CORP NEW(CCZ)1500-1504,2000-4,200
PPG INDS INC(PPG)450-454,6110-4,611
PAYPAL HLDGS INC(PYPL)800-804,6700-4,670
ISHARES TR1,5001,5000212,235207,5550.05%-4,680
CONOCOPHILLIPS(COP)700-706,5530-6,553
MICROSOFT CORP(MSFT)150-157,2540-7,254
STATE STR CORP(STT)600-607,7410-7,741
VULCAN MATLS CO(VMC)300-308,5570-8,557
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)1050-1058,7150-8,715
MARTIN MARIETTA MATLS INC(MLM)150-159,3400-9,340
CSX CORP(CSX)3000-30010,8750-10,875
SCHWAB CHARLES CORP(SCHW)1200-12011,9890-11,989
ITT INC(ITT)700-7012,1460-12,146
CUMMINS INC(CMI)250-2512,7610-12,761
HANOVER INS GROUP INC(THG)700-7012,7940-12,794
CITIGROUP INC(C)1100-11012,8360-12,836
CITIZENS FINL GROUP INC(CFG)2250-22513,1420-13,142
MFS INVT GRADE MUN TR
SH BEN INT
244,295241,372-2,9231,942,1451,928,5620.45%-13,583
CATERPILLAR INC(CAT)250-2514,3220-14,322
US BANCORP DEL(USB)3000-30016,0080-16,008
TRANE TECHNOLOGIES PLC(TT)600-6023,3520-23,352
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