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Mark Gottlieb

Altium Capital Management Llc

Assets Managed
$42.02M
Holdings
19
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
66.12%(2Q avg: -14.92%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Altium Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Altium Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 42.02M in assets, with a quarterly growth rate of 66.12% and a 2-quarter average growth rate of -14.92%. The portfolio is managed by Mark Gottlieb, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PDX
Pimco Dynamic Income Strat
Recent Activity
Increased 4.44%
8.28%
$3.479M
157,700 shares@ $22.06 avg price
ASA
Asa Gold And Precious Metals
Recent Activity
7.71%
$3.239M
52,219 shares@ $62.04 avg price
RVT
Royce Small-cap Trust Inc
Recent Activity
7.61%
$3.196M
192,509 shares@ $16.6 avg price
XPCQX
Pimco California Muni Inc Fd
Recent Activity
Increased 28.57%
6.81%
$2.858M
333,093 shares@ $8.59 avg price
GAM
General American Investors
Recent Activity
Increased 133.9%
6.79%
$2.851M
48,755 shares@ $58.48 avg price
LEO
Bny Mellon Strategic Muni
Recent Activity
Increased 67.41%
6.57%
$2.759M
438,676 shares@ $6.29 avg price
RMT
Royce Micro-cap Trust Inc
Recent Activity
Increased 179.12%
6.55%
$2.749M
243,050 shares@ $11.32 avg price
MXF
Mexico Fund Inc
Recent Activity
Increased 165.47%
6.39%
$2.683M
128,185 shares@ $20.93 avg price
NBXG
Nbrgr Brmn Nex Gen Connect
Recent Activity
Increased 20.43%
6.27%
$2.633M
204,562 shares@ $12.88 avg price
XSSPX
Nuveen S&p 500 Dynam Overwr
Recent Activity
New Position
6.02%
$2.529M
157,395 shares@ $16.08 avg price

1-10 of 19