Icon Advisers as of June 30, 2026
Portfolio Holdings for Icon Advisers
Icon Advisers holds 195 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.3 | $17M | 18k | 965.00 | |
| Douglas Dynamics (PLOW) | 2.3 | $12M | 230k | 53.95 | |
| Avnet (AVT) | 2.0 | $11M | 118k | 88.82 | |
| Msc Indl Direct Cl A (MSM) | 1.8 | $9.3M | 78k | 118.95 | |
| Chemours (CC) | 1.6 | $8.7M | 426k | 20.52 | |
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 1.5 | $8.1M | 41k | 195.63 | |
| Agnc Invt Corp Com reit (AGNC) | 1.5 | $8.1M | 742k | 10.90 | |
| Carpenter Technology Corporation (CRS) | 1.5 | $8.0M | 13k | 616.84 | |
| MKS Instruments (MKSI) | 1.5 | $8.0M | 18k | 444.80 | |
| Lpl Financial Holdings (LPLA) | 1.5 | $8.0M | 28k | 281.68 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $7.8M | 24k | 327.33 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $7.5M | 16k | 477.57 | |
| Horace Mann Educators Corporation (HMN) | 1.4 | $7.5M | 145k | 51.65 | |
| Hf Sinclair Corp (DINO) | 1.4 | $7.5M | 107k | 69.65 | |
| Nuveen Floating Rate Income Fund (JFR) | 1.4 | $7.4M | 971k | 7.67 | |
| Phillips 66 (PSX) | 1.3 | $7.2M | 42k | 169.05 | |
| Kearny Finl Corp Md (KRNY) | 1.3 | $6.9M | 726k | 9.46 | |
| Stanley Black & Decker (SWK) | 1.2 | $6.5M | 70k | 94.12 | |
| Century Aluminum Company (CENX) | 1.2 | $6.5M | 141k | 46.01 | |
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 1.2 | $6.2M | 5.4k | 1157.00 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 1.1 | $5.8M | 260k | 22.38 | |
| Broadcom (AVGO) | 1.1 | $5.7M | 15k | 377.75 | |
| Bank of America Corporation (BAC) | 1.1 | $5.7M | 99k | 56.98 | |
| Arista Networks Com Shs (ANET) | 1.0 | $5.5M | 33k | 169.88 | |
| Extreme Networks (EXTR) | 1.0 | $5.5M | 170k | 32.37 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.0 | $5.5M | 70k | 77.87 | |
| Cisco Systems (CSCO) | 1.0 | $5.3M | 45k | 117.46 | |
| Armstrong World Industries (AWI) | 1.0 | $5.3M | 33k | 160.42 | |
| International Paper Company (IP) | 1.0 | $5.2M | 137k | 38.10 | |
| ScanSource (SCSC) | 1.0 | $5.2M | 100k | 52.09 | |
| Bhp Billiton Sponsored Ads (BHP) | 1.0 | $5.2M | 63k | 83.31 | |
| Palo Alto Networks (PANW) | 1.0 | $5.1M | 15k | 341.02 | |
| Antero Res (AR) | 0.9 | $4.9M | 140k | 35.14 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.9 | $4.9M | 81k | 60.22 | |
| Arrow Electronics (ARW) | 0.9 | $4.8M | 23k | 213.41 | |
| Vodafone Group Sponsored Adr (VOD) | 0.9 | $4.8M | 364k | 13.22 | |
| Truist Financial Corp equities (TFC) | 0.9 | $4.6M | 93k | 49.82 | |
| Steel Dynamics (STLD) | 0.9 | $4.6M | 20k | 229.46 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $4.5M | 8.9k | 513.60 | |
| Pimco Dynamic Income SHS (PDI) | 0.8 | $4.5M | 269k | 16.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.4M | 13k | 353.33 | |
| CVR Energy (CVI) | 0.8 | $4.4M | 160k | 27.54 | |
| Cameco Corporation (CCJ) | 0.8 | $4.4M | 43k | 101.86 | |
| Scotts Miracle-gro Cl A (SMG) | 0.8 | $4.3M | 63k | 68.11 | |
| Schweitzer-Mauduit International (MATV) | 0.8 | $4.1M | 545k | 7.57 | |
| Insteel Industries (IIIN) | 0.8 | $4.1M | 136k | 30.20 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.8 | $4.0M | 78k | 51.60 | |
| Crane Holdings (CXT) | 0.7 | $3.9M | 76k | 51.16 | |
| DTE Energy Company (DTE) | 0.7 | $3.8M | 25k | 152.37 | |
| Kornit Digital SHS (KRNT) | 0.7 | $3.7M | 230k | 16.25 | |
| Servicenow (NOW) | 0.7 | $3.7M | 38k | 99.28 | |
| SYNNEX Corporation (SNX) | 0.7 | $3.6M | 14k | 267.34 | |
| Encompass Health Corp (EHC) | 0.7 | $3.6M | 36k | 101.08 | |
| Evergy (EVRG) | 0.7 | $3.6M | 41k | 86.43 | |
| Baker Hughes Company Cl A (BKR) | 0.7 | $3.6M | 64k | 55.50 | |
| Gates Indl Corp Ord Shs (GTES) | 0.6 | $3.4M | 122k | 27.97 | |
| Rh (RH) | 0.6 | $3.4M | 21k | 164.73 | |
| Meta Platforms Cl A (META) | 0.6 | $3.4M | 6.0k | 563.29 | |
| Manitowoc Com New (MTW) | 0.6 | $3.3M | 240k | 13.89 | |
| Magna Intl Inc cl a (MGA) | 0.6 | $3.3M | 50k | 65.66 | |
| Hca Holdings (HCA) | 0.6 | $3.3M | 8.4k | 389.89 | |
| Key (KEY) | 0.6 | $3.2M | 140k | 23.05 | |
| Sensient Technologies Corporation (SXT) | 0.6 | $3.2M | 26k | 123.29 | |
| Tutor Perini Corporation (TPC) | 0.6 | $3.2M | 38k | 82.97 | |
| Portland Gen Elec Com New (POR) | 0.6 | $3.1M | 60k | 51.83 | |
| United Parcel Svcs CL B (UPS) | 0.6 | $3.1M | 29k | 107.50 | |
| National Fuel Gas (NFG) | 0.6 | $3.1M | 40k | 77.21 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.6 | $3.0M | 248k | 12.03 | |
| Insperity (NSP) | 0.6 | $3.0M | 72k | 41.31 | |
| Ball Corporation (BALL) | 0.6 | $2.9M | 47k | 62.40 | |
| Alamo (ALG) | 0.5 | $2.9M | 18k | 164.49 | |
| AES Corporation (AES) | 0.5 | $2.8M | 189k | 14.66 | |
| Advanced Drain Sys Inc Del (WMS) | 0.5 | $2.8M | 18k | 156.96 | |
| O-i Glass (OI) | 0.5 | $2.7M | 285k | 9.63 | |
| Ceva (CEVA) | 0.5 | $2.7M | 57k | 47.16 | |
| Swiss Helvetia Fund (SWZ) | 0.5 | $2.7M | 446k | 5.94 | |
| Synaptics, Incorporated (SYNA) | 0.5 | $2.6M | 21k | 124.23 | |
| Lazard Ltd Shs -a - (LAZ) | 0.5 | $2.6M | 62k | 41.94 | |
| Spdr Series Trust St Term High Etf (SJNK) | 0.5 | $2.6M | 104k | 25.03 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.5M | 9.4k | 272.00 | |
| Delta Air Lines Com New (DAL) | 0.5 | $2.5M | 27k | 93.66 | |
| ePlus (PLUS) | 0.5 | $2.5M | 30k | 83.23 | |
| At&t (T) | 0.4 | $2.4M | 115k | 20.70 | |
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $2.4M | 134k | 17.73 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.4 | $2.3M | 44k | 52.65 | |
| Ing Groep Sponsored Adr (ING) | 0.4 | $2.3M | 73k | 31.38 | |
| Nrg Energy Com New (NRG) | 0.4 | $2.2M | 15k | 146.06 | |
| Deluxe Corporation (DLX) | 0.4 | $2.1M | 90k | 23.88 | |
| Insulet Corporation (PODD) | 0.4 | $2.1M | 14k | 152.25 | |
| Brady Corp Cl A (BRC) | 0.4 | $2.1M | 23k | 91.57 | |
| Micron Technology (MU) | 0.4 | $2.1M | 1.8k | 1154.29 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $2.0M | 3.9k | 509.46 | |
| Blackstone Gso Flting Rte Fu (BSL) | 0.4 | $2.0M | 152k | 12.95 | |
| Pegasystems (PEGA) | 0.4 | $2.0M | 66k | 29.97 | |
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.4 | $1.9M | 180k | 10.80 | |
| Autodesk (ADSK) | 0.4 | $1.9M | 10k | 194.42 | |
| Euronet Worldwide (EEFT) | 0.4 | $1.9M | 26k | 73.19 | |
| Archer Daniels Midland Company (ADM) | 0.4 | $1.9M | 25k | 76.40 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.4 | $1.9M | 628k | 3.00 | |
| Jeld-wen Hldg (JELD) | 0.4 | $1.9M | 1.3M | 1.50 | |
| Universal Display Corporation (OLED) | 0.3 | $1.9M | 21k | 86.59 | |
| Ishares Tr Global Energ Etf (IXC) | 0.3 | $1.8M | 37k | 49.13 | |
| Global Payments (GPN) | 0.3 | $1.8M | 25k | 72.56 | |
| Stepan Company (SCL) | 0.3 | $1.8M | 32k | 55.72 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.3 | $1.7M | 165k | 10.60 | |
| Tetra Tech (TTEK) | 0.3 | $1.7M | 60k | 28.89 | |
| GSK Sponsored Adr (GSK) | 0.3 | $1.7M | 33k | 52.42 | |
| Onemain Holdings (OMF) | 0.3 | $1.7M | 28k | 60.97 | |
| salesforce (CRM) | 0.3 | $1.7M | 11k | 156.66 | |
| Western Union Company (WU) | 0.3 | $1.7M | 221k | 7.70 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.3 | $1.7M | 18k | 92.41 | |
| Cdw (CDW) | 0.3 | $1.7M | 12k | 140.64 | |
| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.3 | $1.6M | 328k | 4.98 | |
| Visa Com Cl A (V) | 0.3 | $1.6M | 4.8k | 343.09 | |
| Amgen (AMGN) | 0.3 | $1.6M | 4.5k | 362.12 | |
| Energizer Holdings (ENR) | 0.3 | $1.6M | 75k | 21.44 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $1.5M | 16k | 100.07 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.3 | $1.5M | 142k | 10.66 | |
| American Express Company (AXP) | 0.3 | $1.5M | 4.4k | 338.25 | |
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.3 | $1.5M | 306k | 4.86 | |
| Tyler Technologies (TYL) | 0.3 | $1.5M | 5.1k | 292.46 | |
| Arch Cap Group Ord (ACGL) | 0.3 | $1.5M | 15k | 97.06 | |
| Equitable Holdings (EQH) | 0.3 | $1.5M | 34k | 43.88 | |
| Nexstar Media Group Common Stock (NXST) | 0.3 | $1.4M | 8.1k | 178.59 | |
| Voya Financial (VOYA) | 0.3 | $1.4M | 16k | 90.53 | |
| eBay (EBAY) | 0.3 | $1.3M | 12k | 111.75 | |
| Atmos Energy Corporation (ATO) | 0.2 | $1.3M | 7.5k | 172.27 | |
| Hartford Financial Services (HIG) | 0.2 | $1.3M | 9.7k | 132.52 | |
| Xcel Energy (XEL) | 0.2 | $1.2M | 15k | 80.30 | |
| Amdocs SHS (DOX) | 0.2 | $1.2M | 24k | 50.54 | |
| Ares Dynamic Cr Allocation (ARDC) | 0.2 | $1.2M | 97k | 12.63 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $1.2M | 3.9k | 316.90 | |
| Nextera Energy (NEE) | 0.2 | $1.2M | 14k | 87.77 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 5.9k | 205.02 | |
| Fidelity Natl Finl Com Shs (FNF) | 0.2 | $1.2M | 25k | 47.16 | |
| Consolidated Edison (ED) | 0.2 | $1.2M | 11k | 110.63 | |
| NiSource (NI) | 0.2 | $1.2M | 24k | 47.55 | |
| Southwest Airlines (LUV) | 0.2 | $1.2M | 22k | 51.42 | |
| Everest Re Group (EG) | 0.2 | $1.1M | 3.2k | 357.23 | |
| Ameren Corporation (AEE) | 0.2 | $1.1M | 10k | 113.04 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.1M | 5.6k | 200.09 | |
| Eversource Energy (ES) | 0.2 | $1.1M | 15k | 72.27 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $1.1M | 30k | 36.73 | |
| Spire (SR) | 0.2 | $1.0M | 13k | 78.09 | |
| Power Integrations (POWI) | 0.2 | $1.0M | 12k | 83.76 | |
| American Electric Power Company (AEP) | 0.2 | $1.0M | 7.4k | 136.81 | |
| Crescent Capital Bdc (CCAP) | 0.2 | $1.0M | 93k | 10.92 | |
| Ingredion Incorporated (INGR) | 0.2 | $1.0M | 11k | 94.71 | |
| One Gas (OGS) | 0.2 | $971k | 13k | 77.07 | |
| Spdr Series Trust St Bloo High Etf (JNK) | 0.2 | $964k | 10k | 96.37 | |
| Us Foods Hldg Corp call (USFD) | 0.2 | $951k | 9.3k | 102.25 | |
| New Jersey Resources Corporation (NJR) | 0.2 | $936k | 17k | 56.04 | |
| CMS Energy Corporation (CMS) | 0.2 | $933k | 12k | 76.50 | |
| Tyson Foods Cl A (TSN) | 0.2 | $916k | 16k | 57.25 | |
| Black Hills Corporation (BKH) | 0.2 | $836k | 11k | 74.40 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $745k | 68k | 10.95 | |
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.1 | $679k | 60k | 11.30 | |
| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.1 | $661k | 8.8k | 75.11 | |
| Rivernorth Marketplace Lendi (RSF) | 0.1 | $635k | 43k | 14.62 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.1 | $631k | 37k | 17.10 | |
| Assurant (AIZ) | 0.1 | $602k | 2.2k | 268.53 | |
| Boston Beer Cl A (SAM) | 0.1 | $535k | 3.0k | 177.03 | |
| Huntsman Corporation (HUN) | 0.1 | $526k | 50k | 10.62 | |
| Metropcs Communications (TMUS) | 0.1 | $498k | 3.0k | 167.73 | |
| Globant S A (GLOB) | 0.1 | $448k | 16k | 28.94 | |
| Oneok (OKE) | 0.1 | $443k | 5.1k | 86.94 | |
| Gentherm (THRM) | 0.1 | $437k | 13k | 34.11 | |
| Visteon Corp Com New (VC) | 0.1 | $427k | 4.3k | 99.21 | |
| Verizon Communications (VZ) | 0.1 | $423k | 10k | 42.34 | |
| Franklin Resources (BEN) | 0.1 | $396k | 12k | 33.27 | |
| Haverty Furniture Companies (HVT) | 0.1 | $273k | 11k | 25.53 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $236k | 1.5k | 156.97 | |
| Manpower (MAN) | 0.0 | $193k | 5.7k | 33.77 | |
| Lci Industries (LCII) | 0.0 | $106k | 1.0k | 105.88 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $72k | 3.5k | 20.37 | |
| Trane Technologies SHS (TT) | 0.0 | $30k | 60.00 | 491.17 | |
| Caterpillar (CAT) | 0.0 | $27k | 25.00 | 1064.92 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $19k | 35.00 | 541.83 | |
| Us Bancorp Com New (USB) | 0.0 | $18k | 300.00 | 60.40 | |
| Cummins (CMI) | 0.0 | $18k | 25.00 | 713.20 | |
| Citizens Financial (CFG) | 0.0 | $16k | 225.00 | 70.07 | |
| Citigroup Com New (C) | 0.0 | $15k | 110.00 | 139.96 | |
| Hanover Insurance (THG) | 0.0 | $15k | 70.00 | 214.11 | |
| CSX Corporation (CSX) | 0.0 | $14k | 300.00 | 47.53 | |
| Itt (ITT) | 0.0 | $14k | 70.00 | 197.76 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 120.00 | 92.27 | |
| State Street Corporation (STT) | 0.0 | $10k | 60.00 | 169.60 | |
| Vulcan Materials Company (VMC) | 0.0 | $8.9k | 30.00 | 295.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $8.7k | 15.00 | 576.73 | |
| ConocoPhillips (COP) | 0.0 | $7.3k | 70.00 | 103.96 | |
| Microsoft Corporation (MSFT) | 0.0 | $5.6k | 15.00 | 373.00 | |
| PPG Industries (PPG) | 0.0 | $5.5k | 45.00 | 121.29 | |
| Lear Corp Com New (LEA) | 0.0 | $4.7k | 35.00 | 134.06 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $4.1k | 105.00 | 38.73 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $3.7k | 150.00 | 24.55 |