— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

HARBERT FUND ADVISORS, INC.

Q1 2026 · Filed 2026-05-14
Market Value
$3M
-13.3%
Holdings
2
-8
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INVE 89.90% 86.42% +3.48% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TACT 10.10% 13.58% -3.48% $306K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Micro Cap 2 $3M 100.0%

Portfolio Analytics

Avg Market Cap
$68M
Median Market Cap
$68M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.20
# Stocks
2
# ETFs / Funds
0

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 INVE 89.90% 735,768 $3M $3.70 -$294K -49,789 -6.3%
2 TACT 10.10% 92,927 $306K $3.29 -$168K -25,585 -21.6%
View SEC EDGAR Filings for HARBERT FUND ADVISORS, INC. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms