Shaker Financial Services, LLCStock Holdings
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13F Holdings
$295.99 million
$ Current Holdings
147
# Current Holdings
24
# Positions Opened
60
# Positions Increased
10
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JCE | Nuveen Core Equity Alpha Fund | $8,937,829 | 560,717 | 560,717 | 540,238 | 527,991 | 347,176 | 197,446 | 22,393 | 202,739 | 0 | |
| RMT | Royce Micro-Cap Trust, Inc. | $8,653,584 | 829,682 | 829,682 | 909,058 | 1,021,723 | 907,197 | 734,786 | 619,270 | 574,290 | 0 | |
| ASG | Liberty All-Star Growth Fund, Inc. | $8,353,882 | 1,547,675 | 1,547,675 | 1,314,729 | 1,340,933 | 1,486,164 | 1,239,683 | 1,255,941 | 1,313,319 | 0 | |