StockDrifts LogoStockDrifts

Rosenthal {-} Henry Capital Advisors, Inc.

Portfolio Manager
Rosenthal {-} Henry Capital Advisors, Inc.
Performance
-2.54% (2026 Q1)
AUM (13F)
$102.21M
# of Holdings
42
Performance Rank
Allocation (Top 20)
68.44%

Rosenthal {-} Henry Capital Advisors, Inc. Holdings Map

Top 40 Rosenthal {-} Henry Capital Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TBBK
Bancorp Inc
8.58%163.1K$8.8M
+0.00%(+0)
2025-Q1: 165.1K shares2025-Q2: 163.4K shares2025-Q3: 163.1K shares2025-Q4: 163.1K shares2026-Q1: 163.1K shares
$10.67(+392.97%)
2026-03-31
KRE
S&P Regional Banks
8.39%131.6K$8.6M
+0.00%(+0)
2025-Q1: 169.7K shares2025-Q2: 169.7K shares2025-Q3: 131.6K shares2025-Q4: 131.6K shares2026-Q1: 131.6K shares
$52.85(+27.04%)
2026-03-31
WTFC
Wintrust Finacial Corp
4.87%35.8K$5.0M
+0.00%(+0)
2025-Q1: 36.2K shares2025-Q2: 35.9K shares2025-Q3: 35.8K shares2025-Q4: 35.8K shares2026-Q1: 35.8K shares
$43.40(+237.88%)
2026-03-31
CASH
Meta Finl Group Inc
4.59%52.6K$4.7M
+0.00%(+0)
2025-Q1: 53.2K shares2025-Q2: 52.7K shares2025-Q3: 52.6K shares2025-Q4: 52.6K shares2026-Q1: 52.6K shares
$27.91(+186.40%)
2026-03-31
ESQ
Esquire Finacial Hoildings Inc
4%38.0K$4.1M
+0.00%(+0)
2025-Q1: 38.8K shares2025-Q2: 38.1K shares2025-Q3: 38.0K shares2025-Q4: 38.0K shares2026-Q1: 38.0K shares
$48.87(+113.69%)
2026-03-31
SPFI
South Plains Financial Inc
3.34%81.4K$3.4M
+0.00%(+0)
2025-Q1: 80.4K shares2025-Q2: 79.0K shares2025-Q3: 81.4K shares2025-Q4: 81.4K shares2026-Q1: 81.4K shares
$28.03(+39.08%)
2026-03-31
CWBK
CommerceWest Bank
3.22%88.4K$3.3M
+0.00%(+0)
2025-Q1: 88.4K shares2025-Q2: 88.4K shares2025-Q3: 88.4K shares2025-Q4: 88.4K shares2026-Q1: 88.4K shares
$17.35(+119.93%)
2026-03-31
SYBT
Stock Yds Bancorp Inc
2.91%44.9K$3.0M
+0.00%(+0)
2025-Q1: 60.0K shares2025-Q2: 59.0K shares2025-Q3: 44.9K shares2025-Q4: 44.9K shares2026-Q1: 44.9K shares
$46.21(+50.84%)
2026-03-31
BANF
BancFirst Corp
2.77%26.1K$2.8M
+0.00%(+0)
2025-Q1: 26.6K shares2025-Q2: 26.2K shares2025-Q3: 26.1K shares2025-Q4: 26.1K shares2026-Q1: 26.1K shares
$43.34(+150.13%)
2026-03-31
FRME
First Merchants Corp
2.73%72.1K$2.8M
+0.00%(+0)
2025-Q1: 73.5K shares2025-Q2: 72.3K shares2025-Q3: 72.1K shares2025-Q4: 72.1K shares2026-Q1: 72.1K shares
$34.51(+14.31%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Rosenthal {-} Henry Capital Advisors, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all