Fund HoldingsRosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$74.29M
Total Bought
$6.33M
Total Sold
$11.34M
Net Transaction
-$5.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Heritage Commerce Corp0220,000+220,00001,8632.51%+1,863
ConnectOne Bancorp Inc(CNOB)094,500+94,50001,6852.27%+1,685
Third Coast Bancshares051,000+51,00008721.17%+872
Stellar Bancorp029,250+29,25006240.84%+624
Bank Marin Bancorp18,50043,500+25,0003277951.07%+468
Huntington Bancshares(HBAN)144,200186,500+42,3001,5541,9402.61%+385
Webster Fincl Corp(WBS)37,30044,000+6,7001,4081,7742.39%+366
Coastal Financial Corp64,71164,71102,4362,7773.74%+340
Mercantile Bank Corp(MBWM)45,00045,00001,2431,3911.87%+148
Triumph Bancorp Inc35,00035,00002,1252,2683.05%+142
Versabank New264,226264,22602,0032,0752.79%+73
Merchants Bancorp Ind(MBIN)32,60232,60208349041.22%+70
Pacific Premier Bancorp50,09159,657+9,5661,2341,2981.75%+64
CommerceWest Bank97,12797,12702,8122,8663.86%+54
First Bus Finl Svcs Inc Wis45,00045,00001,3271,3501.82%+23
Northrim Bancorp Inc30,00030,00001,1801,1891.60%+9
Crossfirst Bankshares75,00075,00007507571.02%+7
1st Source Corp(SRCE)25,00025,00001,0481,0521.42%+4
German Amern Bancorp Inc(GABC)67,13267,13201,8251,8192.45%-6
Unity Bancorp Inc52,00052,00001,2271,2181.64%-8
Northeast Community Bancorp Inc94,14794,14701,4011,3901.87%-11
Seacost BKG Corporation106,411106,41102,3522,3373.15%-15
Meta Finl Group Inc(CASH)59,88059,88002,7762,7603.71%-16
TowneBank Portsmouth VA
COM
62,00062,00001,4411,4221.91%-19
First Merchants Corp(FRME)83,25083,25002,3502,3163.12%-34
Banner Corporation(BANR)35,72335,72301,5601,5142.04%-46
Sandy Spring Bancorp Inc36,90036,90008377911.06%-46
Bridge Bancorp Inc31,08625,086-6,0005485010.67%-47
Lakeland Bancorp Inc N.J.95,15795,15701,2741,2011.62%-73
Trico Bancshares(TCBK)65,25065,25002,1662,0902.81%-76
Bridgewater Bancshares Inc.225,871225,87102,2252,1412.88%-84
Farmers National Banc Corp(FMNB)105,500105,50001,3051,2201.64%-85
Regions Financial Corp(RF)161,345161,34502,8752,7753.74%-100
Ocean First Financial(OCFC)153,600153,60002,3992,2232.99%-177
Central Pac Finl Corporation(CPF)72,00055,000-17,0001,1319171.23%-214
Lakeland Finl Corp(LKFN)67,72463,624-4,1003,2863,0204.06%-266
Bancorp Inc(TBBK)199,336177,736-21,6006,5086,1328.25%-376
Stock Yds Bancorp Inc(SYBT)66,73966,73903,0282,6223.53%-406
Stellar Bancorp29,2500-29,2506700-670
Zions Bancorporation(ZION)41,130130-41,0001,10550.01%-1,100
Hancock Whitney Corp(HWC)52,50022,500-30,0002,0158321.12%-1,183
First Buse Corp(BUSE)62,5250-62,5251,2570-1,257
Origin Bancorp(OBK)45,000140-44,8601,31940.01%-1,314
BancFirst Corp(BANF)52,45529,955-22,5004,8262,5983.50%-2,228
Wintrust Finacial Corp(WTFC)77,82339,323-38,5005,6522,9694.00%-2,683
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