Angel Oak Capital Advisors, LLC

CIK: 0001613158SEC EDGAR →

Portfolio Value

$68.8M

Holdings

35

As of

Q4 2025

New Positions

3

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

361,892$13.5M
19.67%
2

ANGEL OAK FUNDS TRUST

970,925$10.8M
15.66%
3

ANGEL OAK FUNDS TRUST

1,070,590$9.4M
13.61%
4

PATRIOT NATL BANCORP INC

3,292,840$6.0M
8.71%
5

ANNALY CAPITAL MANAGEMENT IN

99,833$2.2M
3.24%
6

FIRST CTZNS BANCSHARES INC D

1,005$2.2M
3.13%
7

KINGSTONE COS INC

108,249$1.8M
2.65%
8

ELLINGTON FINANCIAL INC

119,250$1.6M
2.35%
9

UMB FINL CORP

13,600$1.6M
2.27%
10

ANGEL OAK FUNDS TRUST

31,100$1.6M
2.26%

Quarterly Changes

Top Buys

PNBK↑ Increased
$5.8M
TRBFNEW
$1.6M
FCNCA↑ Increased
$716K
MTB↑ Increased
$600K
NICNEW
$363K

Top Sells

USHY↓ Decreased
$56.6M
MBS↓ Decreased
$6.3M
AOHY↓ Decreased
$4.6M
RITMCLOSED
$285K
EGBN↓ Decreased
$217K

New Positions (3)

$1.6M · 31K shares
$363K · 3K shares
$311K · 3K shares

Closed Positions (1)

$285K · 25K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services27$59.9M87.0%
Real Estate5$6.7M9.7%
Unknown2$1.6M2.3%
Technology1$672K1.0%