Fund Holdings — ICON ADVISERS INC/CO

Total Portfolio Value
$457.32M
Total Bought
$58.98M
Total Sold
$66.11M
Net Transaction
-$7.13M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CHEMOURS CO(CC)436,365659,365+223,0004,99610,4442.28%+5,448
INTERNATIONAL PAPER CO(IP)0104,600+104,60004,8531.06%+4,853
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
47,49447,49406,85511,2112.45%+4,357
3-D SYS CORP DEL(DDD)2,100,0002,600,000+500,0003,2347,5401.65%+4,306
HF SINCLAIR CORP(DINO)104,600163,600+59,0004,2978,5631.87%+4,266
DIREXION SHS ETF TR
DAILY SMALL CAP
7,55091,550+84,0002534,1420.91%+3,888
ARES CAPITAL CORP(ARCC)0169,856+169,85603,4670.76%+3,467
PHILLIPS 66(PSX)023,000+23,00003,1280.68%+3,128
ARROW ELECTRS INC025,590+25,59003,0960.68%+3,096
TETRA TECHNOLOGIES INC DEL(TTI)1,700,0001,500,000-200,0005,7128,6251.89%+2,913
EATON VANCE CALIF MUN BD FD533,734731,215+197,4814,7616,9391.52%+2,178
CVR ENERGY INC(CVI)79,000110,000+31,0002,1214,0130.88%+1,892
EATON VANCE NEW YORK MUN BD111,631284,677+173,0461,0372,8070.61%+1,770
ARISTA NETWORKS INC(ANET)41,10038,400-2,7004,2055,5951.22%+1,390
NUVEEN FLOATING RATE INCOME(JFR)385,191568,183+182,9923,2634,6481.02%+1,385
OPENLANE INC(OPLN)73,000110,000+37,0001,7853,1660.69%+1,381
ALPHABET INC(GOOG)20,50020,50003,6364,9931.09%+1,356
BARRICK MNG CORP(B)90,00098,000+8,0001,8743,2110.70%+1,338
MATERION CORP(MTRN)13,30019,800+6,5001,0562,3920.52%+1,336
INTEL CORP(INTC)038,108+38,10801,2790.28%+1,279
PIONEER FLOATING RATE FUND I0126,566+126,56601,2610.28%+1,261
CENTURY ALUM CO(CENX)325,200242,000-83,2005,8607,1051.55%+1,245
NATIONAL FUEL GAS CO(NFG)95,568100,868+5,3008,0969,3172.04%+1,222
BANK AMERICA CORP1,9992,734+7352,4253,5000.77%+1,075
BARINGS BDC INC(BBDC)0109,699+109,69909610.21%+961
BHP GROUP LTD45,00056,000+11,0002,1643,1220.68%+958
VOYA FINANCIAL INC(VOYA)012,733+12,73309520.21%+952
COMPANIA DE MINAS BUENAVENTU(BVN)210,000180,000-30,0003,4484,3790.96%+931
CRESCENT CAP BDC INC(CCAP)69,973133,816+63,8439871,9080.42%+922
MADDEN STEVEN LTD(SHOO)027,000+27,00009040.20%+904
IRIDIUM COMMUNICATIONS INC(IRDM)051,567+51,56709000.20%+900
ARMSTRONG WORLD INDS INC NEW(AWI)39,87537,375-2,5006,4777,3261.60%+849
OAKTREE SPECIALTY LENDING CO(OCSL)060,226+60,22607860.17%+786
GOLDMAN SACHS BDC INC(GSBD)38,920115,889+76,9694381,1790.26%+741
JPMORGAN CHASE & CO.(JPM)24,23724,23707,0277,6451.67%+619
AES CORP(AES)77,223107,114+29,8918121,4100.31%+597
O-I GLASS INC(OI)200,000270,000+70,0002,9483,5020.77%+554
DOMINION ENERGY INC(D)90,87592,875+2,0005,1365,6811.24%+545
TD SYNNEX CORPORATION(SNX)21,88421,170-7142,9703,4670.76%+497
WELLS FARGO CO NEW(WFC)1,1121,459+3471,3061,8010.39%+495
HCA HEALTHCARE INC(HCA)8,0008,352+3523,0653,5600.78%+495
PORTLAND GEN ELEC CO(POR)54,04260,266+6,2242,1962,6520.58%+456
MAGNA INTL INC(MGA)51,45751,45701,9872,4380.53%+451
BANK AMERICA CORP101,590101,59004,8075,2411.15%+434
ADVANCED DRAIN SYS INC DEL(WMS)18,10018,10002,0792,5100.55%+432
DELTA AIR LINES INC DEL(DAL)52,60052,60002,5872,9850.65%+398
VODAFONE GROUP PLC NEW(VOD)519,731510,731-9,0005,5405,9241.30%+384
CEMEX SAB DE CV(CX)764,240629,240-135,0005,2965,6571.24%+361
MKS INC.(MKSI)14,50014,50001,4411,7950.39%+354
EVERGY INC(EVRG)48,80048,80003,3643,7100.81%+346
TAIWAN SEMICONDUCTOR MFG LTD(TSM)24,00020,700-3,3005,4365,7811.26%+346
HORACE MANN EDUCATORS CORP N(HMN)153,800153,80006,6096,9471.52%+338
BAKER HUGHES COMPANY(BKR)129,879108,873-21,0064,9805,3041.16%+325
ING GROEP N.V.(ING)105,40399,403-6,0002,3052,5920.57%+287
GENTEX CORP(GNTX)42,78342,78309411,2110.26%+270
CEVA INC(CEVA)58,10058,10001,2771,5340.34%+257
KULICKE & SOFFA INDS INC(KLIC)38,00038,00001,3151,5440.34%+230
STANLEY BLACK & DECKER INC(SWK)34,46534,46502,3352,5620.56%+227
TEREX CORP NEW(TEX)49,00049,00002,2882,5140.55%+226
XCEL ENERGY INC(XEL)17,40017,40001,1851,4030.31%+218
EXTREME NETWORKS(EXTR)80,00080,00001,4361,6520.36%+216
VISTEON CORP(VC)7,8007,80007289350.20%+207
GSK PLC(GSK)35,80035,80001,3751,5450.34%+170
KEYCORP(KEY)131,000131,00002,2822,4480.54%+166
ENCOMPASS HEALTH CORP(EHC)35,84035,84004,3954,5521.00%+157
DTE ENERGY CO(DTB)27,25926,559-7003,6113,7560.82%+146
UNIVERSAL DISPLAY CORP(OLED)22,78425,384+2,6003,5193,6460.80%+127
INVESCO EXCH TRADED FD TR II18,00018,00008329550.21%+123
LAZARD INC(LAZ)65,60061,843-3,7573,1473,2640.71%+117
EVERSOURCE ENERGY(ES)15,30015,30009731,0880.24%+115
MFS HIGH YIELD MUN TR821,456821,45602,7352,8500.62%+115
GLOBAL PMTS INC(GPN)37,74237,74203,0213,1360.69%+115
ONE GAS INC(OGS)12,60012,60009051,0200.22%+114
AMERICAN ELEC PWR CO INC12,24012,24001,2701,3770.30%+107
TRUIST FINL CORP(TFC)39,10039,10001,6811,7880.39%+107
CSX CORP(CSX)36,50036,50001,1911,2960.28%+105
PERFORMANCE FOOD GROUP CO(PFGC)21,37518,975-2,4001,8701,9740.43%+104
AMEREN CORP(AEE)12,08212,08201,1601,2610.28%+101
ASSURANT INC(AIZ)4,7424,74209361,0270.22%+91
GENTHERM INC(THRM)14,80014,80004195040.11%+85
NEXTERA ENERGY INC(NEE)13,76213,76209551,0390.23%+84
AUTODESK INC10,00010,00003,0963,1770.69%+81
HARTFORD INSURANCE GROUP INC(HIG)12,02012,02001,5251,6030.35%+78
HUNTINGTON BANCSHARES INC(HBAN)147,970147,97002,4802,5550.56%+75
SYNAPTICS INC(SYNA)21,30021,30001,3811,4560.32%+75
ATMOS ENERGY CORP(ATO)9,5009,000-5001,4641,5370.34%+73
AMERICAN EXPRESS CO(AXP)5,5005,50001,7541,8270.40%+72
RENAISSANCERE HLDGS LTD(RNR)6,5006,50001,5791,6510.36%+72
BLACK HILLS CORP12,23712,23706867540.16%+67
UNION PAC CORP(UNP)9,7309,73002,2392,3000.50%+61
TRINITY INDS INC(TRN)58,40058,40001,5771,6380.36%+60
MFS INVT GRADE MUN TR
SH BEN INT
244,295244,29501,8661,9200.42%+54
BOSTON BEER INC(SAM)2,5202,52004815330.12%+52
CMS ENERGY CORP(CMS)12,20012,20008458940.20%+49
EBAY INC.(EBAY)55,99146,291-9,7004,1694,2100.92%+41
EVEREST GROUP LTD(EG)3,2003,20001,0881,1210.25%+33
T-MOBILE US INC(TMUS)21,80021,80005,1945,2181.14%+24
FIDELITY NATIONAL FINANCIAL(FNF)4,7304,73002652860.06%+21
ISHARES TR1,5001,50001932070.05%+14
AMGEN INC(AMGN)4,5004,50001,2561,2700.28%+13
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ICON ADVISERS INC/CO — 13F Holdings — Q3 2025 | TickerTrail