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Portfolio (Quarterly) Guide ↗

Rosenthal | Henry Capital Advisors, Inc.

· CIK 0001697539
13F Portfolio $114M AUM 114,354 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 1 Added 8 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVBF CVB Financial Corp Financial Services 123,534.0 $2.8M 2.44% NEW $22.55 +1.4%
2 BHRB Burke & Herbert Financial Services Corp Financial Services 20,895.0 $1.5M 1.31% NEW $71.86 +2.5%
3 COLB Columbia Banking System, Inc Financial Services 46,806.0 $1.5M 1.31% NEW $32.05 -1.7%
4 FSBC Five Star Bancorp Financial Services 22,813.0 $1.1M 0.97% NEW $48.69 -2.8%
5 NBTB NBT Bancorp Inc Financial Services 21,175.0 $1.0M 0.91% NEW $49.37 +7.2%
6 First Carolina Financial Services, Inc 50,000.0 $662K 0.58% NEW $13.24
7 USCB USCB Financial Holdings, Inc Financial Services 32,240.0 $660K 0.58% NEW $20.46 +9.6%
8 DCOM Dime Commercial Bancshares, Inc Financial Services 14,882.0 $605K 0.53% NEW $40.65 +1.4%
9 UBSI United Bankshares, Inc Financial Services 3,786.0 $174K 0.15% NEW $45.83 +6.7%
10 INDB Independent Bank Corp Financial Services 1,500.0 $126K 0.11% NEW $83.72 +1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%