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Apeiron RIA’s NACCO Industries NC Stock Holding History

Apeiron RIA’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Hold
4,147
– – 0.05% 159
2026
Q1 		$216K Hold
4,147
– – 0.05% 194
2025
Q4 		$223K Buy
+4,147
New +$191K 0.05% 195

Other funds holding NC

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Apeiron RIA's NC Position: Q2 2026 in Review

Apeiron RIA held its NACCO Industries (NC) position steady in Q2 2026 at 4,147 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #159.

Apeiron RIA first reported a position in NC in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 14 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Apeiron RIA held 4,147 shares of NACCO Industries worth $208K as of Q2 2026.
  • Apeiron RIA left its NACCO Industries share count unchanged in Q2 2026.
  • NACCO Industries made up 0.05% of Apeiron RIA's portfolio in Q2 2026, its #159 holding.
  • Apeiron RIA first reported a position in NACCO Industries in Q4 2025 and has held it in 3 quarters since.
  • Apeiron RIA's NACCO Industries position peaked at $223K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.