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Portfolio (Quarterly) Guide ↗

Oppenheimer & Close, LLC

· CIK 0001591377
13F Portfolio $147M AUM 57 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LSBK LAKE SHORE BANCORP INC Financial Services 180,000.0 $2.6M 1.80% NEW $14.66 +7.1%
22 FRPH FRP HLDGS INC Real Estate 112,290.0 $2.6M 1.74% NEW $22.79 -0.7%
23 HOMETRUST BANCSHARES INC 52,708.0 $2.3M 1.54% NEW $42.94
24 TRC TEJON RANCH CO Industrials 141,681.0 $2.2M 1.52% NEW $15.77 +22.1%
25 CCNE CNB FINL CORP PA Financial Services 73,653.0 $1.9M 1.31% NEW $26.17 +17.1%
26 NBBK NB BANCORP INC Financial Services 82,999.0 $1.6M 1.12% NEW $19.82 -0.2%
27 SFBC SOUND FINL BANCORP INC Financial Services 32,645.0 $1.4M 0.97% NEW $43.63 -4.4%
28 PBHC PATHFINDER BANCORP INC MD Financial Services 91,915.0 $1.3M 0.88% NEW $14.11 -1.5%
29 CDE COEUR MNG INC Basic Materials 71,986.0 $1.3M 0.88% NEW $17.83 -1.1%
30 AXR AMREP CORP Real Estate 66,950.0 $1.3M 0.86% NEW $18.80 +38.4%
31 CARE CARTER BANKSHARES INC Financial Services 62,500.0 $1.2M 0.84% NEW $19.66 +39.6%
32 IF BANCORP INC 44,350.0 $1.2M 0.81% NEW $26.96
33 CEF SPROTT ASSET MANAGEMENT LP Financial Services 25,160.0 $1.2M 0.79% NEW $45.80 +3.3%
34 ASRV AMERISERV FINL INC Financial Services 352,583.0 $1.1M 0.77% NEW $3.19 +23.2%
35 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 39,250.0 $1.1M 0.74% NEW $27.85 +53.8%
36 ECBK ECB BANCORP INC Financial Services 61,007.0 $1.1M 0.72% NEW $17.39 +5.4%
37 MPB MID PENN BANCORP INC Financial Services 31,950.0 $991K 0.68% NEW $31.02 +4.3%
38 TCBS TEXAS COMMUNITY BANCSHARES I Financial Services 54,485.0 $979K 0.67% NEW $17.97 -6.8%
39 CBAN COLONY BANKCORP INC Financial Services 53,750.0 $958K 0.65% NEW $17.82 +11.1%
40 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 200,460.0 $856K 0.58% NEW $4.27 -23.2%
Page 2 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 25.3%
Financial Services 24.3%
Industrials 19.0%
Consumer Cyclical 12.6%
Technology 7.7%
Real Estate 7.4%
Energy 3.7%