As of the latest SEC filings, COFFEE HOLDING CO INC (JVA) is held by 20 institutional funds. The largest fund shareholder is AUER GROWTH (AUERX), holding an estimated $403,000.00 in market value, representing 0.55% of its portfolio.
Funds holding COFFEE HOLDING CO INC (JVA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JVA
- CIK:
- 0001007019
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AUERX
AUER GROWTH
|
MF | Independent / Boutique | 0.55% | $403,000.00 | 130,000 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $246,963.25 | 58,109 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.01% | $163,285.00 | 38,420 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $144,740.55 | 31,127 | Apr 30, 2026 | Jun 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $82,033.50 | 19,302 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $81,861.70 | 26,407 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $76,171.65 | 16,381 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $46,667.40 | 10,036 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $31,768.80 | 10,248 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $21,848.80 | 7,048 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $18,074.55 | 3,887 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $16,660.95 | 3,583 | Apr 30, 2026 | Jun 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $13,629.15 | 2,931 | Apr 30, 2026 | Jun 24, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $12,685.20 | 2,728 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $12,601.50 | 2,710 | Apr 30, 2026 | Jun 29, 2026 |
|
DFUEX
U.S. Social Core Equity 2 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $11,620.35 | 2,499 | Apr 30, 2026 | Jun 24, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $6,417.00 | 1,380 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.00% | $4,250.00 | 1,000 | Mar 31, 2026 | May 21, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $3,255.00 | 700 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $3,231.75 | 695 | Apr 30, 2026 | Jun 24, 2026 |
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