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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 TBBK Bancorp Inc Financial Services 142,316.0 $8.9M 7.80% -21K -12.8% $62.64 +13.3%
2 KRE S&P Regional Banks 95,280.0 $7.1M 6.24% -36K -27.6% $74.85 +2.9%
3 ESQ Esquire Finacial Hoildings Inc Financial Services 31,187.0 $3.7M 3.25% -7K -18.0% $119.11 +8.3%
4 CommerceWest Bank 72,177.0 $2.8M 2.46% -16K -18.3% $39.05
5 UNTY Unity Bancorp Inc Financial Services 42,000.0 $2.5M 2.17% -10K -19.2% $58.97 +0.3%
6 LKFN Lakeland Finl Corp Financial Services 34,454.0 $2.1M 1.86% -8K -19.6% $61.72 +1.9%
7 TOWN TowneBank Portsmouth VA Financial Services 56,415.0 $2.0M 1.79% -6K -9.0% $36.24 +5.2%
8 FRME First Merchants Corp Financial Services 41,164.0 $1.8M 1.57% -31K -42.9% $43.69 -0.1%

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%