Shaker Financial Services, LLC - Q42025 Holdings

Shaker Financial Services, LLC holds 165 stocks with a total portfolio value of $ 315.47M as of Q42025. In Q42025, Shaker Financial Services, LLC added 30 new positions, increased stakes in 67 stocks, reduced 64 holdings, and fully exited 14 positions. The largest holding is Nuveen Core Equity Alpha Fd (JCE), representing 2.83% of the total portfolio.