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Home > Institutional Investor > John W. Rosenthal Capital Management, Inc. > Profile

Instuitional Investor - John W. Rosenthal Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: John W. Rosenthal Capital Management, Inc.
Portfolio Value $48
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bancorp Inc.
 TBBK 142,316 $8,914,673 7.8%
2.
Spdr Series Trust
 KRE 95,280 $7,131,707 6.24%
3.
Wintrust Financial Corp
 WTFC 35,803 $5,754,257 5.03%
4.
Pathward Financial Inc.
 CASH 52,576 $4,577,266 4%
5.
Esquire Financial Holdings Inc.
 ESQ 31,187 $3,714,683 3.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.