DENALI ADVISORS LLC — 13F Holdings & Portfolio

CIK 1142941 · latest 13F-HR filed 2026-08-10

DENALI ADVISORS LLC manages $993.0M in 13F-reported U.S. long-equity assets across 318 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (4.42%), GOOG (3.77%), AAPL (2.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 40 new positions, exited 29, added to 123, and trimmed 97.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5075 SHOREHAM PLACE
SUITE 120
SAN DIEGO, CA 92122
Phone
(858) 558-3600
Filing Manager
DENALI ADVISORS LLC
SAN DIEGO, CA
Signatory
Adam Fagan
Chief Compliance Officer
Loading holdings…
AUM

$993.0M

Long-equity book

Holdings

318

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+40 / −29 / ↑123 / ↓97

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$11.0M +41.5%
  • APPLIED MATLS INC$9.0M +581.2%
  • RILEY EXPLORATION PERMIAN IN$7.0M +1368.7%
  • ELI LILLY & CO$6.9M +81.3%
  • FLEX LTD$6.3M +142.7%
Show all 123

Top Trims

  • MICROSOFT CORP-$4.4M -17.1%
  • 1ST FINL BANCORP-$4.3M -54.3%
  • INGLES MKTS INC-$4.2M -48.8%
  • PALANTIR TECHNOLOGIES INC-$3.9M -49.1%
  • AT&T INC-$3.8M -37.2%
Show all 97

New Positions

  • ADVANCED MICRO DEVICES INC$10.7M
  • LAM RESEARCH CORP$8.7M
  • MICRON TECHNOLOGY INC$7.4M
  • STONEX GROUP INC$5.6M
  • SONIC AUTOMOTIVE INC$4.8M
Show all 40

Exited Positions

  • NORTHERN OIL & GAS INC$8.3M
  • S & T BANCORP INC$6.3M
  • SM ENERGY COMPANY$6.3M
  • ROBINHOOD MKTS INC$4.6M
  • SELECT MED HLDGS CORP$4.3M
Show all 29
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $43.9M 4.42% 219,391 SH
2 ALPHABET INC GOOG 02079K107 $37.4M 3.77% 105,988 SH
3 APPLE INC AAPL 037833100 $29.3M 2.95% 101,322 SH
4 MICROSOFT CORP MSFT 594918104 $21.4M 2.15% 57,369 SH
5 AMAZON COM INC AMZN 023135106 $16.4M 1.65% 68,888 SH
6 ELI LILLY & CO LLY 532457108 $15.5M 1.56% 12,917 SH
7 BROADCOM INC AVGO 11135F101 $15.5M 1.56% 40,971 SH
8 META PLATFORMS INC META 30303M102 $12.8M 1.29% 22,697 SH
9 CATERPILLAR INC CAT 149123101 $11.8M 1.18% 11,035 SH
10 ADVANCED MICRO DEVICES INC AMD 007903107 $10.7M 1.08% 18,468 SH
11 FLEX LTD FLEX Y2573F102 $10.7M 1.08% 66,146 SH
12 APPLIED MATLS INC AMAT 038222105 $10.6M 1.07% 14,650 SH
13 M/I HOMES INC MHO 55305B101 $9.9M 0.99% 61,445 SH
14 WALMART INC WMT 931142103 $9.4M 0.95% 83,102 SH
15 CARDINAL HEALTH INC CAH 14149Y108 $9.4M 0.94% 39,366 SH
16 TESLA INC TSLA 88160R101 $9.3M 0.93% 22,027 SH
17 FORESTAR GROUP INC FOR 346232101 $9.3M 0.93% 292,662 SH
18 ENTERPRISE FINL SVCS CORP EFSC 293712105 $8.9M 0.90% 135,100 SH
19 CONSENSUS CLOUD SOLUTIONS IN CCSI 20848V105 $8.8M 0.89% 230,924 SH
20 WILLIS LEASE FIN CORP WLFC 970646105 $8.8M 0.89% 38,450 SH
21 MERCHANTS BANCORP IND MBIN 58844R108 $8.7M 0.88% 174,576 SH
22 LAM RESEARCH CORP LRCX 512807306 $8.7M 0.88% 20,139 SH
23 GREEN BRICK PARTNERS INC GRBK 392709101 $8.7M 0.88% 108,874 SH
24 CATHAY GEN BANCORP CATY 149150104 $8.7M 0.88% 140,297 SH
25 MERCURY GENL CORP NEW MCY 589400100 $8.7M 0.88% 81,535 SH
26 FIRST MERCHANTS CORP FRME 320817109 $8.5M 0.86% 194,500 SH
27 ALTRIA GROUP INC MO 02209S103 $8.4M 0.85% 117,440 SH
28 BANK OF N T BUTTERFIELD & SO NTB G0772R208 $8.3M 0.84% 139,869 SH
29 INTERNATIONAL BANCSHARES COR IBOC 459044103 $8.2M 0.83% 108,480 SH
30 GREIF INC GEF 397624107 $8.2M 0.82% 109,851 SH
31 NMI HLDGS INC NMIH 629209305 $8.1M 0.82% 198,100 SH
32 HAMILTON INSURANCE GROUP LTD HG G42706104 $8.1M 0.82% 239,500 SH
33 ENACT HLDGS INC ACT 29249E109 $7.9M 0.80% 172,988 SH
34 CABOT CORP CBT 127055101 $7.9M 0.79% 86,707 SH
35 OTTER TAIL CORP OTTR 689648103 $7.7M 0.77% 85,102 SH
36 ASBURY AUTOMOTIVE GROUP INC ABG 043436104 $7.6M 0.77% 37,922 SH
37 AMPHASTAR PHARMACEUTICALS IN AMPH 03209R103 $7.6M 0.76% 375,965 SH
38 F&G ANNUITIES & LIFE INC FG 30190A104 $7.6M 0.76% 284,700 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.5M 0.76% 8,050 SH
40 RILEY EXPLORATION PERMIAN IN REPX 76665T102 $7.5M 0.76% 228,051 SH
41 NETFLIX INC. NFLX 64110L106 $7.4M 0.74% 103,210 SH
42 MICRON TECHNOLOGY INC MU 595112103 $7.4M 0.74% 6,380 SH
43 PC CONNECTION INC CNXN 69318J100 $7.2M 0.73% 99,200 SH
44 PALO ALTO NETWORKS INC PANW 697435105 $7.2M 0.73% 21,135 SH
45 BYLINE BANCORP INC BY 124411109 $7.0M 0.70% 185,516 SH
46 NATIONAL BEVERAGE CORP FIZZ 635017106 $7.0M 0.70% 223,100 SH
47 1ST SOURCE CORP SRCE 336901103 $6.6M 0.66% 80,900 SH
48 ARES CAPITAL CORP ARCC 04010L103 $6.6M 0.66% 354,445 SH
49 INTERNATIONAL SEAWAYS INC INSW Y41053102 $6.5M 0.65% 84,681 SH
50 AT&T INC T 00206R102 $6.5M 0.65% 312,618 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $993.0M 318 0001398344-26-013946
2026-03-31 2026-05-08 $899.7M 307 0001398344-26-008814
2025-12-31 2026-02-03 $901.0M 321 0001398344-26-002053