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STILWELL VALUE LLC 13F portfolio summary

STILWELL VALUE LLC of STILWELL VALUE LLC has 24 current stock holdings with a reported portfolio value of $174.4M. The portfolio 1 year return is +4.97%. Top holdings include FSBW (1.74%), NECB (1.59%), NBBK (0.61%), SPCX (0.49%), AVBC (0.42%).

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STILWELL VALUE LLC 13F Portfolio

STILWELL VALUE LLC
Latest SEC 13F filing: 2026-06-30

STILWELL VALUE LLC runs STILWELL VALUE LLC and currently holds 24 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $174.36M. Their top holdings are FSBW, NECB, NBBK, SPCX, AVBC. The top five represent 4.9% of reported portfolio weight. STILWELL VALUE LLC ranks #485 out of 1000 investors tracked by Alpha Score. In the most recent quarter, STILWELL VALUE LLC initiated 1 new position. They trimmed 4 positions. Their current best-performing preview position is MET with returns of +19.64%.

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Top 5 Holdings
FSBW1.7%
NECB1.6%
NBBK0.6%
SPCX0.5%
AVBC0.4%
Top 5: 4.9%
Portfolio Returns
1 Year
+4.97%
#965/1000
3 Year
+59.69%
#628/1000
5 Year
+98.08%
#296/1000

Portfolio Value

$174.36M

Alpha Score

58.6

#485 of 1000

Holdings

24

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STILWELL VALUE LLC Current 13F Holdings

Reported holdings from STILWELL VALUE LLC's latest SEC 13F filing, ranked by portfolio weight.

24 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
FSBW
FS BANCORP INC
1.74%$17.80$44.10+147.75%
Trimmed
-2.78%
NECB
NORTHEAST CMNTY BANCORP INC
1.59%$11.61$27.00+132.56%
Trimmed
-9.09%
NBBK
NB BANCORP INC
0.61%$13.45$22.12+64.46%
Trimmed
-23.08%
SP
SPCX
SPACE EXPLORATION TECHN CORP
0.49%$170.86$162.57-4.85%
New Buy
AVBC
AVIDIA BANCORP INC
0.42%$14.94$21.90+46.59%
Trimmed
-12.50%
PDLB
PONCE FINANCIAL GROUP INC
0.23%$10.38$20.05+93.16%
Held
AGQ
PROSHARES TR II
0.16%$119.51$67.45-43.57%
Held
PFG
PRINCIPAL FINANCIAL GROUP IN
0.03%$51.37$107.24+108.76%
Held
MET
METLIFE INC
0.00%$45.03$98.32+118.33%
Held

Showing 1-10 of 24