Shaker Financial Services, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $251 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Boulder Growth & Income Fund with a value of $11.6M, Central Securities Corp with a value of $7.66M, Royce Micro Cap Trust, Inc. with a value of $7.16M, Liberty All Star Growth Fund Inc. with a value of $7M, and Calamos Strategic Total Return Fund with a value of $6.39M.
Examining the 13F form we can see an decrease of $9.17M in the current position value, from $261M to 251M.
Below you can find more details about Shaker Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$251 Million
Financial Services: $221 Million
ETFs: $18.1 Million
N/A: $5.83 Million
Financial: $709,000
Basic Materials: $363,000
Consumer Cyclical: $262,000
Stock Holdings Table Market Cap. of Under $50 Millions
