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BANCROFT FUND LTD

CIK: 0000009521 BCV Equity
Report date: 2026-06-01
AUM $138M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-01

Holdings

From latest SEC N-PORT filing · US-listed stocks only

66 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 URG UR ENERGY INC Since 2026-07-07 91688RAA6 Debt
0.44%
$0.61 500,000
2 WEC WEC ENERGY GROUP INC Since 2026-07-07 92939UAR7 Debt
2.20%
$3.03 2,450,000
3 NOG Northern Oil And Gas, Inc. Since 2026-07-07 665531AJ8 Debt
2.79%
$3.85 3,500,000
4 ANIP ANI Pharmaceuticals Inc. Since 2026-07-07 00182CAC7 Debt
1.80%
$2.49 2,000,000
5 AKAM Akamai Technologies, Inc. Since 2026-07-07 00971TAP6 Debt
2.01%
$2.77 2,000,000
6 ORA Ormat Technologies Inc. Since 2026-07-07 686688AD4 Debt
0.92%
$1.27 1,225,000
7 INDI Indie Semiconductor Inc. Since 2026-07-07 45569UAC5 Debt
1.40%
$1.93 2,000,000
8 ADTN ADTRAN Holdings Inc Since 2026-07-07 00486HAA3 Debt
1.22%
$1.68 1,250,000
9 TMDX TransMedics Group Inc. Since 2026-07-07 89377MAB5 Debt
1.41%
$1.95 1,500,000
10 UBER Uber Technologies Inc Since 2026-07-07 90353TAM2 Debt
1.87%
$2.58 2,140,000
11 NEE NextEra Energy Inc Since 2026-07-07 65339F655 Debt
0.73%
$1.00 20,000
12 BBIO Bridgebio Pharma Inc Since 2026-07-07 10806XAJ1 Debt
2.77%
$3.82 2,250,000
13 LITE Lumentum Holdings Inc. Since 2026-07-07 55024UAJ8 Debt
2.79%
$3.85 1,000,000
14 AG First Majestic Silver Corp. Since 2026-07-07 32076VAE3 Debt
0.14%
$0.19 150,000
15 UUUU Energy Fuels Inc. Since 2026-07-07 292671AC8 Debt
1.11%
$1.53 1,300,000
16 GLNG Golar LNG Limited Since 2026-07-07 38046YAC5 Debt
1.73%
$2.38 2,000,000
17 ZTS Zoetis Inc. Since 2026-07-07 98978VAY9 Debt
1.44%
$1.99 2,000,000
18 FE FirstEnergy Corp. Since 2026-07-07 337932AU1 Debt
2.51%
$3.46 3,000,000
19 FLR Fluor Corporation Since 2026-07-07 343412AJ1 Debt
3.00%
$4.14 3,350,000
20 LBRT Liberty Energy Inc Since 2026-07-07 53115LAA2 Debt
1.27%
$1.75 1,600,000
21 BTSG BRIGHTSPRING HEALTH SERVICES INC Since 2026-07-07 10950A205 Debt
3.05%
$4.20 29,600
22 TEM Tempus AI Inc. Since 2026-07-07 88023BAD5 Debt
1.56%
$2.15 2,250,000
23 BE Bloom Energy Corporation Since 2026-07-07 093712AK3 Debt
1.04%
$1.44 200,000
24 ARWR Arrowhead Pharmaceuticals Inc Since 2026-07-07 04280AAC4 Debt
0.62%
$0.86 825,000
25 UCTT Ultra Clean Holdings Inc Since 2026-07-07 90385VAA5 Debt
0.42%
$0.58 550,000
26 INDV INDIVIOR PHARMACEUTICALS INC Since 2026-07-07 45579UAA7 Debt
0.55%
$0.77 750,000
27 LGND Ligand Pharmaceuticals Incorporated Since 2026-07-07 53220KAG3 Debt
2.28%
$3.15 2,600,000
28 CMS CMS Energy Corporation Since 2026-07-07 125896BX7 Debt
1.64%
$2.26 2,000,000
29 RIOT Riot Platforms Inc Since 2026-07-07 767292AB1 Debt
1.79%
$2.48 2,150,000
30 CRSP CRISPR Therapeutics AG Since 2026-07-07 226712AA5 Debt
0.58%
$0.80 815,000
31 SEI Solaris Energy Infrastructure Inc Since 2026-07-07 83419XAB4 Debt
1.82%
$2.51 2,000,000
32 CLSK CleanSpark Inc. Since 2026-07-07 18452BAD2 Debt
1.47%
$2.03 3,000,000
33 VOYG VOYAGER TECHNOLOGIES INC Since 2026-07-07 92892BAA1 Debt
1.51%
$2.08 2,000,000
34 MP MP Materials Corp Since 2026-07-07 553368AC5 Debt
1.90%
$2.62 1,100,000
35 NBIS Nebius Group N.V. Since 2026-07-07 63954QAL0 Debt
0.71%
$0.98 1,050,000
36 NBIS Nebius Group N.V. Since 2026-07-07 63954QAJ5 Debt
0.24%
$0.34 350,000
37 GLXY GALAXY DIGITAL INC Since 2026-07-07 36317GAB2 Debt
1.66%
$2.29 2,000,000
38 COHU Cohu Inc Since 2026-07-07 192576AA4 Debt
0.97%
$1.35 1,000,000
39 BKSY BlackSky Technology Inc Since 2026-07-07 09263BAA6 Debt
1.31%
$1.81 1,500,000
40 HALO Halozyme Therapeutics Inc Since 2026-07-07 40637HAJ8 Debt
2.15%
$2.97 3,000,000
41 NEE NextEra Energy Inc Since 2026-07-07 65339F119 Debt
1.67%
$2.31 44,000
42 WT WisdomTree, Inc. Since 2026-07-07 97717PAL8 Debt
1.77%
$2.44 2,350,000
43 AVAV AeroVironment, Inc. Since 2026-07-07 008073AA6 Debt
1.78%
$2.45 2,500,000
44 EXK Endeavour Silver Corp. Since 2026-07-07 29258YAA1 Debt
0.59%
$0.81 750,000
45 GME Gamestop Corp Since 2026-07-07 36467WAF6 Debt
1.12%
$1.55 1,500,000
46 COGT COGENT BIOSCIENCES INC Since 2026-07-07 19240QAA0 Debt
0.62%
$0.86 700,000
47 ENVX Enovix Corporation Since 2026-07-07 293594AF4 Debt
0.22%
$0.30 375,000
48 CMS CMS Energy Corporation Since 2026-07-07 125896BZ2 Debt
0.74%
$1.03 1,000,000
49 MIR Mirion Technologies Inc Since 2026-07-07 60471AAA9 Debt
0.55%
$0.76 700,000
50 NBIS Nebius Group N.V. Since 2026-07-07 63954QAF3 Debt
1.71%
$2.35 2,250,000
51 IONS Ionis Pharmaceuticals, Inc. Since 2026-07-07 462222AG5 Debt
1.82%
$2.51 2,400,000
52 BWXT BWX Technologies Inc. Since 2026-07-07 05605HAD2 Debt
1.88%
$2.60 2,500,000
53 PPL PPL Corporation Since 2026-07-07 69351T866 Debt
0.15%
$0.20 4,000
54 LEU Centrus Energy Corp. Since 2026-07-07 15643UAF1 Debt
1.39%
$1.91 1,800,000
55 FOUR Shift4 Payments Inc Since 2026-07-07 82452J307 Equity (Preferred)
1.11%
$1.53 28,600
56 WULF Terawulf Inc Since 2026-07-07 88080TAE4 Debt
0.90%
$1.24 1,200,000
57 PLUG Plug Power Inc Since 2026-07-07 72919PAG8 Debt
0.82%
$1.13 1,000,000
58 WYFI WHITEFIBER INC Since 2026-07-07 964715AA4 Debt
0.45%
$0.63 750,000
59 ASTS AST SpaceMobile Inc. Since 2026-07-07 00217DAE0 Debt
1.30%
$1.80 1,700,000
60 PCT PURECYCLE TECHNOLOGIES Since 2026-07-07 74623VAB9 Debt
0.95%
$1.32 1,500,000
61 LYV Live Nation Entertainment, Inc. Since 2026-07-07 538034BC2 Debt
1.25%
$1.73 1,600,000
62 SRPT Sarepta Therapeutics Inc Since 2026-07-07 803607AE0 Debt
2.43%
$3.35 4,000,000
63 DAVE Dave Inc Since 2026-07-07 23834JAA0 Debt
0.30%
$0.41 435,000
64 NVMI Nova Ltd Since 2026-07-07 66982MAA2 Debt
1.12%
$1.54 1,000,000
65 MCHP Microchip Technology Incorporated Since 2026-07-07 595017302 Equity (Preferred)
2.54%
$3.50 61,500
66 BTDR Bitdeer Technologies Group Since 2026-07-07 09175RAE0 Debt
0.22%
$0.31 375,000
Frequently Asked Questions — BANCROFT FUND LTD
What type of mutual fund is BANCROFT FUND LTD?
BANCROFT FUND LTD is a SEC-registered Equity fund, with $138M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, BANCROFT FUND LTD holds 66 portfolio positions, all detailed in the holdings table on this page.
What are BANCROFT FUND LTD's assets under management (AUM)?
BANCROFT FUND LTD has $138M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are BANCROFT FUND LTD's top holdings?
According to BANCROFT FUND LTD's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include UR ENERGY INC, WEC ENERGY GROUP INC, Northern Oil And Gas, Inc. , among others. The complete list of all 66 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is BANCROFT FUND LTD's expense ratio?
Expense ratio data for BANCROFT FUND LTD is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find BANCROFT FUND LTD's SEC filings?
BANCROFT FUND LTD is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000009521. You can access all of BANCROFT FUND LTD's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000009521). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is BANCROFT FUND LTD's holdings data on StockSifting?
Holdings data for BANCROFT FUND LTD on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.