Shaker Financial Services, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $268 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Central Securities Corp with a value of $10.1M, Royce Micro Cap Trust, Inc. with a value of $9.45M, Royce Value Trust, Inc. with a value of $8.81M, Black Rock Health Sciences Trust with a value of $8.19M, and Nuveen Core Equity Alpha Fund with a value of $8.18M.
Examining the 13F form we can see an increase of $20.6M in the current position value, from $247M to 268M.
Below you can find more details about Shaker Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
Financial Services: $252 Million
ETFs: $10.2 Million
N/A: $1.51 Million
Financial: $1.06 Million
Consumer Cyclical: $244,000
Stock Holdings Table Market Cap. of Under $50 Millions
