Rosenthal | Henry Capital Advisors, Inc. — 13F holdings

Rosenthal | Henry Capital Advisors, Inc. reported 48 holdings worth $114M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. TBBK BANCORP INC DEL — $8.91M (7.8%)
2. KRE SPDR SERIES TRUST — $7.13M (6.2%)
3. WTFC WINTRUST FINL CORP — $5.75M (5.0%)
4. CASH PATHWARD FINANCIAL INC — $4.58M (4.0%)
5. ESQ ESQUIRE FINL HLDGS INC — $3.71M (3.2%)
6. SPFI SOUTH PLAINS FINANCIAL INC — $3.51M (3.1%)
7. SYBT STOCK YDS BANCORP INC — $3.44M (3.0%)
8. VBNK Versabank New — $3.05M (2.7%)
9. BANF BANCFIRST CORP — $2.90M (2.5%)
10. FBIZ FIRST BUSINESS FINL SVCS INC — $2.84M (2.5%)