John W. Rosenthal Capital Management, Inc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
JW
John W. Rosenthal Capital Management, Inc.
Institutional Filer 5.30%$102.2M42

Current Portfolio Holdings

Showing all 42 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TBBKThe Bancorp, Inc.Financial Services163K$8.8M8.58%
2KRES&P Regional Banks132K$8.6M8.39%
3WTFCWintrust Financial CorporationFinancial Services36K$5.0M4.87%
4CASHPathward Financial, Inc.Financial Services53K$4.7M4.59%
5ESQEsquire Financial Holdings, Inc.Financial Services38K$4.1M4.00%
6SPFISouth Plains Financial, Inc.Financial Services81K$3.4M3.34%
7CWBKCommerceWest Bank88K$3.3M3.22%
8SYBTStock Yards Bancorp, Inc.Financial Services45K$3.0M2.91%
9BANFBancFirst CorporationFinancial Services26K$2.8M2.77%
10FRMEFirst Merchants CorporationFinancial Services72K$2.8M2.73%
11UNTYUnity Bancorp, Inc.Financial Services52K$2.7M2.64%
12LKFNLakeland Financial CorporationFinancial Services43K$2.5M2.41%
13GABCGerman American Bancorp, Inc.Financial Services58K$2.4M2.38%
14FBIZFirst Business Financial Services, Inc.Financial Services45K$2.4M2.37%
15HTBKHeritage Commerce CorpFinancial Services190K$2.4M2.32%
Showing 1 to 15 of 42 holdings
John W. Rosenthal Capital Management, Inc. 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner