§ 13F · FUND PROFILE
Rosenthal | Henry Capital Advisors, Inc..
AUM · $114M (13F)Positions · 48Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TBBK | Bancorp Inc | 142K | $9M | 7.8% | −13% |
| 2 | KRE | S&P Regional Banks | 95K | $7M | 6.2% | −28% |
| 3 | WTFC | Wintrust Finacial Corp | 36K | $6M | 5.0% | ±0% |
| 4 | CASH | Meta Finl Group Inc | 53K | $5M | 4.0% | ±0% |
| 5 | ESQ | Esquire Finacial Hoildings Inc | 31K | $4M | 3.2% | −18% |
| 6 | SPFI | South Plains Financial Inc | 81K | $4M | 3.1% | ±0% |
| 7 | SYBT | Stock Yds Bancorp Inc | 45K | $3M | 3.0% | ±0% |
| 8 | VBNK | Versabank New | 131K | $3M | 2.7% | ±0% |
| 9 | BANF | BancFirst Corp | 26K | $3M | 2.5% | ±0% |
| 10 | FBIZ | First Bus Finl Svcs Inc Wis | 45K | $3M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROSENTHAL SIGNAL
AC read
Rosenthal | Henry Capital Advisors, Inc. is a Other fund managing $114 million in assets. The fund runs a portfolio of 48 positions.
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