Shaker Financial Services, LLC Portfolio Holdings

Shaker Financial Services, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $301 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nuveen Core Equity Alpha Fund with a value of $8.81M, Royce Micro Cap Trust, Inc. with a value of $8.26M, Liberty All Star Growth Fund Inc. with a value of $8.13M, Eaton Vance Tax Managed Buy Write Income Fund with a value of $7.43M, and Liberty All Star Equity Fund with a value of $6.59M.

Examining the 13F form we can see an increase of $18.8M in the current position value, from $282M to 301M.

Below you can find more details about Shaker Financial Services, LLC portfolio as well as his latest detailed transactions.