Fund HoldingsRosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$99.16M
Total Bought
$3.16M
Total Sold
$10.25M
Net Transaction
-$7.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
HBT Financial(HBT)42,50093,536+51,0369312,7022.72%+1,771
First Busey Corporation(BUSE)050,062+50,06201,0811.09%+1,081
National Bank Holdings Corp(NBHC)22,77533,775+11,0009811,2931.30%+312
Coastal Financial Corp30,11629,595-5212,5572,6762.70%+119
First Bus Finl Svcs Inc Wis45,00045,00002,0832,1222.14%+39
1st Source Corp(SRCE)25,00025,00001,4601,4951.51%+36
Bridgewater Bancshares Inc.90,61490,61401,2241,2591.27%+34
ConnectOne Bancorp Inc(CNOB)87,81283,548-4,2642,0122,0312.05%+19
Merchants Bancorp Ind(MBIN)32,60232,60201,1891,2061.22%+17
Bank First Corp(BFC)10,40010,40001,0311,0481.06%+17
TowneBank Portsmouth VA
COM
62,00062,00002,1122,1202.14%+8
Origin Bancorp(OBK)56,35353,601-2,7521,8761,8581.87%-18
Third Coast Bancshares51,00051,00001,7311,7021.72%-30
Mercantile Bank Corp(MBWM)45,00045,00002,0021,9551.97%-47
First Western Financial59,44556,187-3,2581,1621,1041.11%-58
Heritage Commerce Corp203,837193,917-9,9201,9121,8461.86%-66
Northeast Community Bancorp Inc94,14794,14702,3032,2072.23%-96
First Merchants Corp(FRME)77,30373,540-3,7633,0842,9743.00%-110
Northrim Bancorp Inc30,00030,00002,3382,1972.22%-142
Unity Bancorp Inc52,00052,00002,2682,1162.13%-151
First Financial Bankshares Inc(FFIN)80,55076,587-3,9632,9042,7512.77%-153
Meta Finl Group Inc(CASH)54,84953,217-1,6324,0363,8823.92%-154
Banner Corporation(BANR)33,13331,513-1,6202,2122,0102.03%-203
CommerceWest Bank88,37788,37703,1512,9432.97%-208
Farmers National Banc Corp(FMNB)142,661137,918-4,7432,0291,8001.82%-229
Bancorp Inc(TBBK)170,143165,066-5,0778,9558,7228.80%-233
Pacific Premier Bancorp55,74153,026-2,7151,3891,1311.14%-259
South Plains Financial Inc(SPFI)84,45080,361-4,0892,9352,6622.68%-273
German Amern Bancorp Inc(GABC)62,41559,378-3,0372,5102,2272.25%-284
Seacost BKG Corporation100,06895,204-4,8642,7552,4502.47%-305
FB Financial Corp(FBK)41,23739,228-2,0092,1241,8191.83%-306
Esquire Finacial Hoildings Inc(ESQ)40,80038,783-2,0173,2442,9232.95%-320
BancFirst Corp(BANF)28,00226,629-1,3733,2812,9262.95%-356
Stock Yds Bancorp Inc(SYBT)63,09560,012-3,0834,5184,1444.18%-374
Bank Marin Bancorp19,8000-19,8004710-471
Lakeland Finl Corp(LKFN)45,95543,711-2,2443,1602,5982.62%-562
Wintrust Finacial Corp(WTFC)37,30936,223-1,0864,6534,0744.11%-579
Versabank New200,226200,22602,7732,0742.09%-699
Triumph Bancorp Inc24,00024,00002,1811,3871.40%-794
S&P Regional Banks
ST STR SP REGBNK
174,383169,719-4,66410,5249,6499.73%-875
Byline Bancorp Inc(BY)34,9000-34,9001,0120-1,012
Crossfirst Bankshares75,0000-75,0001,1360-1,136
HomeTrust Bancshares(HTB)52,8280-52,8281,7790-1,779
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