Shaker Financial Services, LLCStock Holdings
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13F Holdings
$266.26 million
$ Current Holdings
128
# Current Holdings
9
# Positions Opened
57
# Positions Increased
28
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CSQ | Calamos Strategic Total Return Fund | $10,487,421 | 612,583 | 612,583 | 325,874 | 497,014 | 394,767 | 361,493 | 360,621 | 336,742 | 143,153 | |
| JCE | Nuveen Core Equity Alpha Fund | $9,312,693 | 615,664 | 615,664 | 560,717 | 540,238 | 527,991 | 347,176 | 197,446 | 22,393 | 202,739 | |
| ASG | Liberty All-Star Growth Fund, Inc. | $8,710,584 | 1,833,807 | 1,833,807 | 1,547,675 | 1,314,729 | 1,340,933 | 1,486,164 | 1,239,683 | 1,255,941 | 1,313,319 | |