PVFIX
Pinnacle Value Fund
BERTOLET CAPITAL TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
STAR BULK CARRIERS CORP COMMON STOCK USD.01 0 400 400 0.03% $9.19K
LUXFER HOLDINGS 0 400 400 0.01% $4.87K
INTREPID POTASH INC 0 100 100 0.01% $4.28K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GULF ISLAND FABRICATION INC 346,077 0 -346,077 0.00% -$4.14M
CODA OCTOPUS GROUP INC 65,391 0 -65,391 0.00% -$608.14K
FLEXSTEEL INDS 1,234 0 -1,234 0.00% -$48.73K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEY MARKET FUND 11,061,688 16,339,252 5,277,564 44.77% $5.28M
HURCO INC 106,050 106,572 522 4.30% -$70.80K
UNIFI INC 368,700 389,376 20,676 3.81% $99.62K
SEACOR MARINE HOLDINGS INC 129,801 139,801 10,000 2.74% $219.57K
CULP INC 334,812 359,409 24,597 2.70% -$207.15K
SHOE CARNIVAL 47,753 51,288 3,535 2.19% -$6.49K
San Juan Basin Royalty Trust 126,785 136,785 10,000 1.80% -$54.60K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SEABOARD CORP 330 188 -142 2.91% -$403.83K
BRISTOW GROUP INC 30,064 21,364 -8,700 2.74% -$99.19K
WEYCO GROUP INC 33,917 30,845 -3,072 2.71% -$48.94K
STEALTHGAS INC COMMON STOCK 127,217 106,117 -21,100 2.67% $81.09K
BENCHMARK ELECTRONICS INC 3,000 1,500 -1,500 0.23% -$44.19K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
INGLES MARKETS INC-CL A 18,724 18,724 0 4.61% $399.57K
First Acceptance Corp. 230,498 230,498 0 2.75% $30.66K
AERSALE CORP 133,505 133,505 0 2.28% -$118.82K
PCB BANCORP 25,757 25,757 0 1.59% $21.64K
PETMED EXPRESS INC 252,235 252,235 0 1.58% -$232.06K
DIODES INC 8,416 8,416 0 1.57% $159.23K
Dorian LPG Ltd. COM USD0.01 15,570 15,570 0 1.46% $153.52K
HEARTLAND EXPRESS INC 51,013 51,013 0 1.45% $69.89K
OMEGA FLEX INC 14,841 14,841 0 1.26% $23.75K
OP BANCORP 33,191 33,191 0 1.21% -$27.22K
Sabine Royalty Trust 5,441 5,441 0 1.12% $36.84K
HOOKER FURNISHINGS CORP 29,537 29,537 0 1.04% $46.96K
THE BUCKLE INC 7,129 7,129 0 0.98% -$21.81K
FRIEDMAN INDTRY 12,712 12,712 0 0.62% -$35.21K
CROWN CRAFTS INC 61,442 61,442 0 0.43% -$11.98K
STEPAN CO 2,723 2,723 0 0.37% $7.13K
HOPE BANCORP INC 11,007 11,007 0 0.34% $2.31K
INNOSPEC INC 1,628 1,628 0 0.33% -$5.73K
ETHAN ALLEN INTERIORS INC 5,053 5,053 0 0.31% -$2.93K
TRI POINTE HOMES INC 2,000 2,000 0 0.26% $30.52K
Seadrill Ltd. 2,000 2,000 0 0.25% $21.80K
Barings Participation Investors 4,378 4,378 0 0.21% $5.47K
ASTRONOVA INC 6,183 6,183 0 0.16% $3.34K
ULTRALIFE CORP 8,133 8,133 0 0.15% $6.51K
SIFCO INDUSTRIES 1,000 1,000 0 0.04% $7.73K
MARTEN TRANSPORT LTD 1,000 1,000 0 0.04% $1.75K

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