Rosenthal | Henry Capital Advisors, Inc. - Portfolio overview

Rosenthal | Henry Capital Advisors, Inc. has 40 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. TBBK - Bancorp Inc, 8.82%
2. KRE - S&P Regional Banks, 8.62%
3. WTFC - Wintrust Finacial Corp, 5.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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