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BERTOLET CAPITAL TRUST

CIK: 0001216907 Equity
Report date: 2026-03-02
AUM $36M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

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

23 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ALOT AstroNova, Inc. Since 2026-05-10 04638F108 Equity (Common)
0.15%
$0.05 6,183
2 BHE Benchmark Electronics, Inc. Since 2026-05-10 08160H101 Equity (Common)
0.36%
$0.13 3,000
3 VTOL Bristow Group, Inc. Since 2026-05-10 11040G103 Equity (Common)
3.08%
$1.10 30,064
4 CODA Coda Octopus Group, Inc. Since 2026-05-10 19188U206 Equity (Common)
1.70%
$0.61 65,391
5 CRWS Crown Crafts, Inc. Since 2026-05-10 228309100 Equity (Common)
0.48%
$0.17 61,442
6 CULP Culp, Inc. Since 2026-05-10 230215105 Equity (Common)
3.33%
$1.19 334,812
7 LPG Dorian LPG Ltd. Since 2026-05-10 Y2106R110 Equity (Common)
1.06%
$0.38 15,570
8 ETD Ethan Allen Interiors, Inc. Since 2026-05-10 297602104 Equity (Common)
0.32%
$0.12 5,053
9 FLXS Flexsteel Industries, Inc. Since 2026-05-10 339382103 Equity (Common)
0.14%
$0.05 1,234
10 HTLD Heartland Express, Inc. Since 2026-05-10 422347104 Equity (Common)
1.29%
$0.46 51,013
11 HOPE Hope Bancorp, Inc. Since 2026-05-10 43940T109 Equity (Common)
0.34%
$0.12 11,007
12 IOSP Innospec, Inc. Since 2026-05-10 45768S105 Equity (Common)
0.35%
$0.12 1,628
13 MRTN Marten Transport, Ltd. Since 2026-05-10 573075108 Equity (Common)
0.03%
$0.01 1,000
14 OFLX Omega Flex, Inc. Since 2026-05-10 682095104 Equity (Common)
1.22%
$0.44 14,841
15 PCB PCB Bancorp Since 2026-05-10 69320M109 Equity (Common)
1.56%
$0.56 25,757
16 SMHI Seacor Marine Holdings, Inc. Since 2026-05-10 78413P101 Equity (Common)
2.18%
$0.78 129,801
17 SJT San Juan Basin Royalty Trust Since 2026-05-10 798241105 Equity (Common)
1.99%
$0.71 126,785
18 SCVL Shoe Carnival, Inc. Since 2026-05-10 824889109 Equity (Common)
2.25%
$0.81 47,753
19 SIF SIFCO Industries, Inc. Since 2026-05-10 826546103 Equity (Common)
0.02%
$0.01 1,000
20 GASS StealthGas, Inc. Since 2026-05-10 Y81669106 Equity (Common)
2.50%
$0.89 127,217
21 BKE The Buckle, Inc. Since 2026-05-10 118440106 Equity (Common)
1.06%
$0.38 7,129
22 UFI Unifi, Inc. Since 2026-05-10 904677200 Equity (Common)
3.61%
$1.29 368,700
23 WEYS Weyco Group, Inc. Since 2026-05-10 962149100 Equity (Common)
2.90%
$1.04 33,917