Rosenthal {-} Henry Capital Advisors, Inc. Portfolio Stock Holdings

Rosenthal {-} Henry Capital Advisors, Inc. disclosed 42 stock positions valued at approximately $102.2 million in its latest SEC 13F filing. The largest holdings include Bancorp Inc, S&P Regional Banks, and Wintrust Finacial Corp. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.

Report Period
March 31, 2026
No. of Stocks
42
Portfolio Value
$102.2M
Holdings by Sector
Rosenthal {-} Henry Capital Advisors, Inc. Portfolio Holdings in Q1 2026

36 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Bancorp IncTBBKFinancial Services8.58%163,126--$8,764,759
S&P Regional BanksKREOther8.39%131,610--$8,574,391
Wintrust Finacial CorpWTFCFinancial Services4.87%35,803--$4,974,468
Meta Finl Group IncCASHFinancial Services4.59%52,576--$4,691,355
Esquire Finacial Hoildings IncESQFinancial Services4.00%38,037--$4,088,977
South Plains Financial IncSPFIFinancial Services3.34%81,373--$3,409,527
Stock Yds Bancorp IncSYBTFinancial Services2.91%44,923--$2,977,945
BancFirst CorpBANFFinancial Services2.77%26,105--$2,832,392
First Merchants CorpFRMEFinancial Services2.73%72,064--$2,791,037
Unity Bancorp IncUNTYFinancial Services2.64%52,000--$2,695,160
Lakeland Finl CorpLKFNFinancial Services2.41%42,854--$2,458,962
German Amern Bancorp IncGABCFinancial Services2.38%58,199--$2,432,135
First Bus Finl Svcs Inc WisFBIZFinancial Services2.37%45,000--$2,426,850
Heritage Commerce CorpHTBKFinancial Services2.32%190,055+270+0.14%$2,371,885
Northrim Bancorp IncNRIMFinancial Services2.24%99,870-20,130-16.78%$2,285,025
Mercantile Bank CorpMBWMFinancial Services2.22%45,000--$2,272,500
First Financial Bankshares IncFFINFinancial Services2.16%75,054--$2,210,339
Coastal Financial CorpCCBFinancial Services2.16%29,013--$2,207,889
ConnectOne Bancorp IncCNOBFinancial Services2.14%81,893--$2,192,274
Versabank NewVBNKFinancial Services2.12%131,426-68,800-34.36%$2,168,529
Hometrust Bancshares IncHTBIFinancial Services2.09%50,047+50,047+100.00%$2,134,504
TowneBank Portsmouth VATOWNFinancial Services2.04%62,000--$2,087,540
Third Coast BancsharesTCBXFinancial Services1.98%51,000--$2,020,110
FB Financial CorpFBKFinancial Services1.95%38,433--$1,996,210
Banner CorporationBANRFinancial Services1.83%30,877--$1,873,615
Orrstown Financial ServicesORRFFinancial Services1.73%49,100--$1,771,527
1st Source CorpSRCEFinancial Services1.69%25,000--$1,730,250
Bridgewater Bancshares Inc.BWBFinancial Services1.62%90,614--$1,656,423
Provident Financial ServicesPFSFinancial Services1.43%68,962--$1,459,235
Bank First CorpBFCFinancial Services1.37%10,400--$1,404,624
First Western FinancialMYFWFinancial Services1.33%55,113--$1,354,677
HBT FinancialHBTFinancial Services1.12%42,500-50,047-54.08%$1,145,800
National Bank Holdings CorpNBHCFinancial Services1.00%26,075--$1,021,097
First Community CorporationFCCOFinancial Services1.00%35,326--$1,018,095
Texas Capital Bancshares IncTCBIFinancial Services0.93%10,000+10,000+100.00%$953,000
Origin BancorpOBKFinancial Services0.00%79-52,500-99.85%$3,275
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