WEBER CAPITAL MANAGEMENT LLC /ADV

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, WEBER CAPITAL MANAGEMENT LLC /ADV maintained a portfolio of 15 distinct positions. The most significant new addition to the portfolio was HARVARD BIOSCIENCE I, which now represents 1.56% of the total fund value. Conversely, WEBER CAPITAL MANAGEMENT LLC /ADV completely exited their position in HARVARD BIOSCIENCE I.
PCA Score Concentration Risk
Risk ENB
Total Positions
15
Quarter
2026 Q1
Top Holding
MG (21.5%)
Top 10 Concentration
95.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MG
MISTRAS GROUP I...
Industrials 21.51% 17.70% #1
Prev: #1
6.5 -25,133 -1.7%
P
S
1,456,969 $21,534,002
$12.65 +20.9%
$14.78 +3.5%
2025 Q4 13F Filing 2026-03-31 2026-04-23
NGS
NATURAL GAS SVC...
Energy 18.16% 15.84% #2 1
Prev: #3
6.0 -16,817 -3.4%
P
S
481,764 $18,181,773
$33.55 +13.9%
$37.74 +1.3%
2025 Q4 13F Filing 2026-03-31 2026-04-23
ANGO
ANGIODYNAMICS I...
Healthcare 15.60% 16.98% #3 1
Prev: #2
5.5 -27,000 -1.9%
P
S
1,373,149 $15,612,704
$12.84 -19.7%
$11.37 -9.3%
2025 Q4 13F Filing 2026-03-31 2026-04-23
AOSL
ALPHA & OMEGA S...
Technology 12.00% 10.24% #4
Prev: #4
5.0 -5,000 -0.9%
P
S
542,308 $12,017,545 2025 Q4 13F Filing 2026-03-31 2026-04-23
TLS
TELOS CORP MD
Technology 7.39% 8.64% #5
Prev: #5
4.0 -28,000 -1.6%
P
S
1,766,520 $7,401,719 2025 Q4 13F Filing 2026-03-31 2026-04-23
CRAI
CRA INTL INC
Industrials 6.08% 7.41% #6
Prev: #6
2.9 -1,494 -3.8%
P
S
37,606 $6,087,659 2025 Q4 13F Filing 2026-03-31 2026-04-23
CTLP
CANTALOUPE INC
Technology 5.66% 5.65% #7
Prev: #7
2.8 -40,000 -7.1%
P
S
523,884 $5,663,186 2025 Q4 13F Filing 2026-03-31 2026-04-23
AVNW
AVIAT NETWORKS ...
Technology 3.23% 2.93% #8 2
Prev: #10
1.8 -2,022 -1.4%
P
S
142,908 $3,231,150 2025 Q4 13F Filing 2026-03-31 2026-04-23
HCKT
HACKETT GROUP I...
Technology 2.93% 4.33% #9 1
Prev: #8
1.7 -8,000 -3.4%
P
S
225,663 $2,935,876 2025 Q4 13F Filing 2026-03-31 2026-04-23
IWC
ISHARES TR
ETF 2.87% 2.68% #10 1
Prev: #11
2.1 no change no change
P
S
17,983 $2,870,267 2025 Q4 13F Filing 2026-03-31 2026-04-23
ARAY
ACCURAY INC DEL
Healthcare 1.96% 3.94% #11 2
Prev: #9
1.8 no change no change
P
S
5,055,294 $1,961,960 2025 Q4 13F Filing 2026-03-31 2026-04-23
N/A
HARVARD BIOSCIE...
Unknown 1.56% #12
Prev: #—
4.1 320,037 no change
NEW
320,037 $1,558,580 13F Filing 2026-03-31 2026-04-23
TMCI
TREACE MED CONC...
Healthcare 0.79% 1.36% #13
Prev: #13
1.3 no change no change
P
S
589,617 $790,087 2025 Q4 13F Filing 2026-03-31 2026-04-23
IRIX
IRIDEX CORP
Healthcare 0.26% 0.28% #14
Prev: #14
1.1 no change no change
P
S
259,558 $262,154 2025 Q4 13F Filing 2026-03-31 2026-04-23
HBIO
HARVARD BIOSCIE...
Healthcare 0.00% 2.02%
Sold All 😨
(Was: #12)
0.0 -3,200,380 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-04-23
Showing 1-15 of 15 holdings

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