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CIK: 0001613158
Total reported value
$79.3M
$79.3M
28 檔
71.6%
The Q4 2024 SEC filing reveals that Angel Oak Capital Advisors, LLC held a total portfolio value of $79.3M, covering 28 public equity positions.
During Q4 2024, Angel Oak Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 34.54% | -0.19% | — | |
| 2 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 29.18% | -2.99% | — | |
| 3 | KINS | Kingstone Cos Inc | Stock-Other | 4.92% | -1.75% | EXIT | |
| 4 | RITM | Rithm Capital CORP | Stock-Real Estate | 4.09% | — | — | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.66% | -2.14% | — | |
| 6 | NLY | Annaly Capital Management In | Stock-Real Estate | 2.43% | — | — | |
| 7 | RWT | Redwood Trust Inc | Stock-Other | 2.29% | — | — | |
| 8 | EFC | Ellington Financial Inc | Stock-Other | 1.92% | +0.48% | — | |
| 9 | BSVN | Bank7 CORP | Stock-Other | 1.58% | +0.39% | — | |
| 10 | PMT | Pennymac Mortgage Investment | Stock-Other | 1.58% | +0.11% | — | |
| 11 | EGBN | Eagle Bancorp Inc | Stock-Other | 1.40% | +0.06% | — | |
| 12 | PLBC | Plumas Bancorp | Stock-Other | 1.36% | +0.36% | — | |
| 13 | EWBC | East West Bancorp Inc | Stock-Financials | 1.35% | — | — | |
| 14 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.34% | — | — | |
| 15 | FUNC | First United CORP | Stock-Other | 1.24% | -0.01% | — | |
| 16 | WAL | Western Alliance Bancorp | Stock-Financials | 1.22% | — | — | |
| 17 | COLB | Columbia Banking System Inc | Stock-Financials | 1.11% | +0.25% | — | |
| 18 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.10% | +0.40% | — | |
| 19 | FSBW | Fs Bancorp Inc | Stock-Other | 0.98% | +0.07% | — | |
| 20 | INDB | Independent Bank Corp/ma | Stock-Other | 0.85% | — | — | |
| 21 | FL8 | Flushing Financial CORP | Stock-Other | 0.57% | -0.51% | EXIT | |
| 22 | AMTB | Amerant Bancorp Inc | Stock-Other | 0.45% | — | — | |
| 23 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.37% | +0.08% | — | |
| 24 | FLG | Flagstar Bank NA | Stock-Financials | 0.37% | +0.03% | — | |
| 25 | ESNT | Essent Group Ltd. | Stock-Financials | 0.32% | — | — | |
| 26 | GCBC | Greene County Bancorp Inc | Stock-Other | 0.29% | +1.06% | — | |
| 27 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.28% | — | — | |
| 28 | ASRV | Ameriserv Financial Inc | Stock-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Angel Oak Capital Advisors, LLC reported a total U.S. public equity portfolio value of $79.3M across 28 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AOHY, MBS, KINS) accounted for 71.6% of total reported equity market value during Q4 2024.
During Q4 2024, Angel Oak Capital Advisors, LLC's top holdings by market value included AOHY (34.5%)、MBS (29.2%)、KINS (4.9%). The largest single position, AOHY, represented 34.5% of total portfolio value.
In Q4 2024, Angel Oak Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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