Rosenthal | Henry Capital Advisors, Inc. has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing indicates the firm holds positions in 49 distinct companies.
The portfolio is concentrated in the financial services sector, with a significant portion of the holdings consisting of regional banks and bank holding companies. Notable positions include First Merchants Corp, where the firm holds 4,116 shares, and United Bankshares, Inc., with a holding of 3,786 shares.
Other disclosed holdings include:
- First Financial Bankshares Inc (7,505 shares)
- Wintrust Financial Corp (35,803 shares)
- First Western Financial (55,113 shares)
- Northrim Bancorp Inc (99,870 shares)
- United Bankshares, Inc (3,786 shares)
The filing also lists a position in the S&P Regional Banks ETF (ticker 78464A698) with 95,280 shares.
