Shaker Financial Services, LLC - Q12026 Holdings

Shaker Financial Services, LLC holds 145 stocks with a total portfolio value of $ 286.9M as of Q12026. In Q12026, Shaker Financial Services, LLC added 15 new positions, increased stakes in 61 stocks, reduced 67 holdings, and fully exited 35 positions. The largest holding is Calamos Strategic Total Retu (CSQ), representing 3.66% of the total portfolio.