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Thomas J. Herzfeld Advisors, Inc.

Q2 2026 13F filing

Updated 32 days ago

129 disclosed positions worth $325.8M

Portfolio value
$325.8M
Total holdings
129
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

F

FS Specialty Lending Fund

Value
$32.3M
Shares
2.90M
% Port
9.93%
P
2.PDI

PIMCO Dynamic Income Strategy Fund

Value
$22.8M
Shares
1.10M
% Port
7.00%
F

FS Credit Opportunities Corp

Value
$19.6M
Shares
3.92M
% Port
6.01%
H

Highland Floating Rate Opportunities Fund

Value
$19.1M
Shares
2.68M
% Port
5.86%
G
5.GOF

Guggenheim Strategic Opp Fund

Value
$14.6M
Shares
1.34M
% Port
4.48%
H

Herzfeld Credit Income Fund, Inc.

Value
$14.1M
Shares
817.5K
% Port
4.32%
P

Pershing Square USA Ltd

Value
$10.7M
Shares
285.4K
% Port
3.28%
B
8.BRW

Saba Capital Income & Opport

Value
$10.1M
Shares
1.54M
% Port
3.12%
N

Suro Capital Corp

Value
$9.9M
Shares
788.4K
% Port
3.03%
E
10.ECCV

Eagle Pointe Income Company

Value
$9M
Shares
897.1K
% Port
2.77%
J
11.JFR

Nuveen Floating Rate Income

Value
$8.5M
Shares
1.11M
% Port
2.62%
?
12.N/A

Saba Capital Income & Opport II

Value
$7.4M
Shares
891.6K
% Port
2.29%
S
13.STK

Columbia Seligman Premium Technology Growth Fund

Value
$7M
Shares
129.2K
% Port
2.14%
P
14.PDI

PIMCO Dynamic Income Fd

Value
$6.5M
Shares
388.7K
% Port
1.99%
D
15.DPG

Duff & Phelps Utility and Infrastructure Fund Inc.

Value
$5.4M
Shares
360.6K
% Port
1.64%
B
16.BSTZ

BlackRock Science and Technology Trust II

Value
$5M
Shares
166.0K
% Port
1.53%
R
17.RA

Brookfield Real Assets Incom

Value
$4.8M
Shares
369.1K
% Port
1.46%
B
18.BTX

BlackRock Tech and Private Eq

Value
$4.7M
Shares
515.4K
% Port
1.43%
T
19.TWN

The Taiwan Fund Inc

Value
$4.6M
Shares
47.5K
% Port
1.40%
P
20.PAXS

PIMCO Access Income Fund

Value
$4.5M
Shares
312.0K
% Port
1.39%
T
21.TYG

Tortoise Energy Infra Corp

Value
$4.3M
Shares
100.3K
% Port
1.32%
B
22.BPRE

Bluerock Private Real Estate Fund

Value
$3.9M
Shares
303.3K
% Port
1.21%
K
23.KYN

Kayne Anderson Energy Infrst

Value
$3.8M
Shares
276.1K
% Port
1.17%
K
24.KF

The Korea Fund Inc

Value
$3.7M
Shares
49.8K
% Port
1.15%
E
25.EMO

Clearbridge Energy Midstrm O

Value
$3.7M
Shares
73.1K
% Port
1.12%
P
26.PL

Neuberger Berman MLP Income Fund Inc

Value
$3.6M
Shares
352.8K
% Port
1.10%
B
27.BGR

BlackRock Energy and Resources Trust

Value
$3.5M
Shares
238.1K
% Port
1.08%
X
28.XFLT

XAI Octagn Flt Rat & Alt Inm

Value
$3.5M
Shares
198.7K
% Port
1.07%
A
29.ASA

ASA Gold and Precious Metals Ltd

Value
$3.5M
Shares
66.8K
% Port
1.07%
N
30.NXG

NXG NextGen Intrastruacture Inc Fund

Value
$3.4M
Shares
53.3K
% Port
1.06%
C
31.CHY

Calamos Conv & High Income Fund

Value
$3.3M
Shares
245.6K
% Port
1.03%
R
32.RFMZ

Rivernorth Flexible Mun Income Fund II, Inc.

Value
$3.3M
Shares
243.6K
% Port
1.02%
N

Virtus Convertible & Income Fund II

Value
$3.3M
Shares
205.9K
% Port
1.00%
N

Virtus Convertible & Income Fund

Value
$3.3M
Shares
185.9K
% Port
1.00%
P
35.PTY

PIMCO Corporate & Income Opp Fund

Value
$3M
Shares
252.5K
% Port
0.93%
L
36.LDP

Cohen & Steers Limited Duration Preferred and Income Fund, Inc.

Value
$2.9M
Shares
137.7K
% Port
0.89%
F
37.FINS

Angel Oak Final Strategies Incm Trm Trst

Value
$2.8M
Shares
222.4K
% Port
0.87%
B
38.BSTZ

BlackRock Res & Commodities Strat Trust

Value
$2.7M
Shares
238.6K
% Port
0.83%
G
39.GHY

PGIM Global Short Duration High Yield Fund, Inc.

Value
$2.6M
Shares
215.3K
% Port
0.80%
B
40.BTZ

BlackRock Credit Allocation Income Trust

Value
$2.5M
Shares
245.3K
% Port
0.77%
S
41.SDHY

PGIM Short Dur Hig yld Opp F

Value
$2.3M
Shares
138.2K
% Port
0.70%
G

General American Investors Co Inc

Value
$2M
Shares
31.9K
% Port
0.63%
M
43.MEGI

NYLI CBRE Gbl Infr Megtrnds

Value
$2M
Shares
129.6K
% Port
0.60%
M
44.MFM

MFS Municipal Income Trust

Value
$1.9M
Shares
345.4K
% Port
0.60%
?
45.N/A

Blackstone / GSO Long-Short Credit Income Fund

Value
$1.9M
Shares
177.1K
% Port
0.59%
A
46.ARDC

Ares Dynamic Cr Allocation Fund

Value
$1.9M
Shares
150.6K
% Port
0.58%
T
47.TBLD

Thornburg Incm Builder Opp Tr

Value
$1.8M
Shares
80.5K
% Port
0.55%
P
48.PCQ

PIMCO Calif Mun Income Fund

Value
$1.7M
Shares
185.5K
% Port
0.51%
P
49.PNI

Pimco New York Municipal Income Fund II

Value
$1.6M
Shares
231.4K
% Port
0.50%
?
50.N/A

Exchange Listed FDS Tr

Value
$1.6M
Shares
62.1K
% Port
0.49%