Fund HoldingsRosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$99.22M
Total Bought
$1.88M
Total Sold
$10.70M
Net Transaction
-$8.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
HomeTrust Bancshares(HTB)050,197+50,19701,8781.89%+1,878
Esquire Finacial Hoildings Inc(ESQ)38,78338,142-6412,9233,6113.64%+687
Northrim Bancorp Inc30,00030,00002,1972,7982.82%+601
Bancorp Inc(TBBK)165,066163,420-1,6468,7229,3109.38%+588
Stock Yds Bancorp Inc(SYBT)60,01259,011-1,0014,1444,6614.70%+516
S&P Regional Banks
ST STR SP REGBNK
169,719169,71909,64910,08010.16%+431
Wintrust Finacial Corp(WTFC)36,22335,869-3544,0744,4474.48%+373
Unity Bancorp Inc52,00052,00002,1162,4482.47%+332
BancFirst Corp(BANF)26,62926,185-4442,9263,2373.26%+311
Meta Finl Group Inc(CASH)53,21752,684-5333,8824,1684.20%+286
Versabank New200,226200,22602,0742,2832.30%+208
South Plains Financial Inc(SPFI)80,36179,026-1,3352,6622,8482.87%+187
Bridgewater Bancshares Inc.90,61490,61401,2591,4421.45%+183
Bank First Corp(BFC)10,40010,40001,0481,2241.23%+176
First Bus Finl Svcs Inc Wis45,00045,00002,1222,2802.30%+158
Coastal Financial Corp29,59529,102-4932,6762,8192.84%+143
First Western Financial56,18755,276-9111,1041,2471.26%+143
Mercantile Bank Corp(MBWM)45,00045,00001,9552,0882.10%+134
CommerceWest Bank88,37788,37702,9433,0313.06%+88
1st Source Corp(SRCE)25,00025,00001,4951,5521.56%+57
Heritage Commerce Corp193,917190,687-3,2301,8461,8941.91%+47
Lakeland Finl Corp(LKFN)43,71142,985-7262,5982,6412.66%+43
Origin Bancorp(OBK)53,60152,721-8801,8581,8841.90%+26
German Amern Bancorp Inc(GABC)59,37858,385-9932,2272,2482.27%+22
TowneBank Portsmouth VA
COM
62,00062,00002,1202,1192.14%-1
Banner Corporation(BANR)31,51330,981-5322,0101,9872.00%-22
Third Coast Bancshares51,00051,00001,7021,6661.68%-36
First Financial Bankshares Inc(FFIN)76,58775,301-1,2862,7512,7092.73%-42
Triumph Bancorp Inc24,00024,00001,3871,3231.33%-65
FB Financial Corp(FBK)39,22838,560-6681,8191,7471.76%-72
Merchants Bancorp Ind(MBIN)32,60232,60201,2061,0781.09%-128
ConnectOne Bancorp Inc(CNOB)83,54882,159-1,3892,0311,9031.92%-128
Northeast Community Bancorp Inc94,14787,647-6,5002,2072,0372.05%-169
First Merchants Corp(FRME)73,54072,305-1,2352,9742,7692.79%-205
National Bank Holdings Corp(NBHC)33,77526,075-7,7001,2939810.99%-312
Seacost BKG Corporation95,20462,025-33,1792,4501,7131.73%-736
First Busey Corporation(BUSE)50,0620-50,0621,0810-1,081
Pacific Premier Bancorp53,0260-53,0261,1310-1,131
HBT Financial(HBT)93,53642,500-51,0362,7021,0711.08%-1,631
Farmers National Banc Corp(FMNB)137,9180-137,9181,8000-1,800
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