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ALICO, INC. hedge fund holdings

ALCONASDAQ
$38.310.00 (0.00% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

ALCO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+14.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253025$19.6M$13.9M88Aug 14, 2025
Q3 20252527$7.78M$10.3M92Nov 14, 2025
Q4 20253226$9.29M$8.39M102Feb 14, 2026
Q1 20262325$4.04M$6.78M105May 15, 2026
Q2 20263218$6.35M$3.95M104Aug 14, 2026

Quarterly action breakdown

Q2 2026
104 filers
New position
11
$1.58M+38.1K sh
Increased
21
$4.78M+115K sh
Reduced
14
-$2.87M-69.5K sh
Out / sold
4
-$1.08M-26.1K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Abundance Wealth CounselorsAdded 76.91%+$698K$1.6M0.10%Jul 23, 2026
Towerview LLCReduce 11.18%-$393K$3.12M2.05%Aug 4, 2026
Gate City Capital Management, LLCAdded 0.73%+$390K$53.5M13.87%Aug 14, 2026
R Squared LtdNew Buy+$333K$333K0.17%Aug 5, 2026
Investment Research Partners LLCNew Buy+$239K$239K0.08%Aug 4, 2026
RD Lewis Holdings, Inc.Added 91.76%+$200K$418K0.31%Aug 12, 2026
Oak Family Advisors, LLCAdded 3.71%+$94.1K$2.63M0.67%Jul 20, 2026
Pacific Ridge Capital Partners, LLCReduce 0.77%-$90.7K$11.7M2.13%Aug 12, 2026
Naples Global Advisors, LLCReduce 4.06%-$78.6K$1.86M0.11%Jul 23, 2026
Accordant Advisory Group IncAdded 0.68%+$28.2K$4.19M2.83%Jul 27, 2026
Byrne Asset Management LLCAdded 15.46%+$27.8K$207K0.11%Jul 7, 2026
Ellsworth Advisors, LLCAdded 1.15%+$10.9K$964K0.16%Jul 16, 2026
Moors & Cabot, Inc.Reduce 1.11%-$3.1K$278K0.01%Aug 10, 2026
Quarry LPNew Buy+$1.57K$1.57K0.00%Aug 14, 2026
Bard Associates IncReduce 0.04%-$952$2.3M0.51%Aug 12, 2026
MassMutual Private Wealth & Trust, FSBReduce 6.91%-$703$9.47K0.00%Jul 2, 2026
Rodgers Brothers Inc.Added 0.00%+$41$4.66M0.45%Aug 5, 2026

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