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Salzhauer Michael Portfolio holdings
AUM
$292M
1-Year Est. Return
30%
This Fund
S&P 500
This Quarter
Est. Return
+6.99%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$244M
AUM Growth
+$35.9M
(+17%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
62.61%
Holding
106
New
13
Increased
15
Reduced
14
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$8.3M |
| 2 |
First Horizon
FHN
|
+$1.8M |
| 3 |
Huntington Bancshares
HBAN
|
+$1.59M |
| 4 |
Provident Financial Services
PFS
|
+$828K |
| 5 |
FSUN
FirstSun Capital Bancorp
FSUN
|
+$559K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$3.12M |
| 2 |
TXNM
TXNM Energy Inc
TXNM
|
+$2.56M |
| 3 |
Citigroup
C
|
+$1.96M |
| 4 |
Vodafone
VOD
|
+$1.58M |
| 5 |
Metropolitan Bank Holding Corp
MCB
|
+$1.22M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 90.79% |
| 2 | Miscellaneous | 7.77% |
| 3 | Communication Services | 0.64% |
| 4 | Technology | 0.38% |
| 5 | Energy | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dime Commercial Bancshares
DCOM
$1.82B
| $1.87M | 0.77% |
62,202
| – | – |
|
|
27
Metropolitan Bank Holding Corp
MCB
$1.16B
| $1.83M | 0.75% |
23,955
-16,500
| -41% | -$1.22M |
|
28
Regions Financial
RF
$25.9B
| $1.8M | 0.74% |
66,450
| – | – |
|
29
Center Bancorp
CNOB
$1.63B
| $1.76M | 0.72% |
67,091
+200
| +0.3% | +$5.06K |
|
30
Virginia National Bankshares
VABK
$255M
| $1.64M | 0.67% |
41,033
| – | – |
|
31
Third Coast Bancshares
TCBX
$767M
| $1.53M | 0.63% |
40,275
| – | – |
|
32
Hancock Whitney
HWC
$6.08B
| $1.47M | 0.6% |
23,132
| – | – |
|
33
Shore Bancshares
SHBI
$789M
| $1.27M | 0.52% |
72,057
| – | – |
|
34
Hanmi Financial
HAFC
$951M
| $1.27M | 0.52% |
46,932
-15,231
| -25% | -$408K |
|
35
Citizens Financial Group
CFG
$29.8B
| $1.25M | 0.51% |
21,391
| – | – |
|
|
CMA
36
CALL
DELISTED
Comerica
CMA
| $1.18M | 0.48% |
50,000
-3,700
| -7% | -$298K |
|
37
KeyCorp
KEY
$23.7B
| $1.15M | 0.47% |
55,614
| – | – |
|
38
Summit State Bank
SSBI
$85.7M
| $1.08M | 0.44% |
92,499
| – | – |
|
39
WSFS Financial
WSFS
$4.06B
| $1.07M | 0.44% |
19,329
| – | – |
|
40
JPMorgan Chase
JPM
$953B
| $1.04M | 0.42% |
3,215
| – | – |
|
41
QCR Holdings
QCRH
$1.68B
| $1.02M | 0.42% |
12,197
+1,350
| +12% | +$106K |
|
42
Towne Bank
TOWN
$3.48B
| $970K | 0.4% |
29,071
| – | – |
|
43
Apple
AAPL
$4.67T
| $929K | 0.38% |
3,418
| – | – |
|
44
South Plains Financial
SPFI
$860M
| $875K | 0.36% |
22,546
+3,838
| +21% | +$147K |
|
45
USCB Financial Holdings
USCB
$434M
| $842K | 0.34% |
45,729
+14,000
| +44% | +$250K |
|
|
COSO
46
CoastalSouth Bancshares
COSO
$333M
| $761K | 0.31% |
32,746
| – | – |
|
47
Morgan Stanley
MS
$342B
| $733K | 0.3% |
4,131
| – | – |
|
48
Popular Inc
BPOP
$10.9B
| $672K | 0.28% |
5,394
| – | – |
|
49
CF Bankshares
CFBK
$232M
| $668K | 0.27% |
26,764
| – | – |
|
50
CB Financial Services
CBFV
$191M
| $659K | 0.27% |
18,903
| – | – |
|
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Salzhauer Michael's Q4 2025 Portfolio in Review
As of Q4 2025, Salzhauer Michael held 106 positions worth $244M, up 17% from $208M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Salzhauer Michael's Q4 2025 filing shows 13 new, 15 increased, 14 reduced and 12 closed positions. Its largest new stake was Scholastic: 17,700 shares worth $524K. The largest sale was State Street SPDR S&P Oil & Gas Exploration & Production ETF, an estimated $3.12M.
By sector, the portfolio is most concentrated in Financials at 91% of assets, up from 87% a quarter earlier, followed by Miscellaneous and Communication Services.
- Salzhauer Michael's largest Q4 2025 buy was Scholastic: 17,700 shares worth $524K.
- Salzhauer Michael added most to Bank of America in Q4 2025, an estimated $8.3M increase.
- Salzhauer Michael's biggest Q4 2025 reduction was Citigroup, cutting an estimated $1.96M.
- Salzhauer Michael fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2025, selling an estimated $3.12M.
- Salzhauer Michael's ten largest holdings make up 63% of its $244M portfolio in Q4 2025.
- Salzhauer Michael opened 13 new positions and closed 12 in Q4 2025.
- Salzhauer Michael's portfolio value rose 17% quarter-over-quarter to $244M.
Based on Salzhauer Michael's 13F filing for Q4 2025, filed 2 Feb 2026.