account_balance

Investment manager · 13F filer · SEC CIK 1613158

Angel Oak Capital Advisors, LLC

Reported value$73.3Mas of Sep 30, 2026
Positions34 6 new, 2 sold out
Top 10 weight78.5%TRBF alone is 20%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TRBF Angel Oak Funds Trust 19.6% Added +222%
BKLN Invesco Exch Traded Fd Tr II 16.6% Trimmed −67%
USHY iShares Tr 13.5% Added +196%
AOHY Angel Oak Funds Trust 8.6% Held
MBS Angel Oak Funds Trust 6.6% Added +57%
SPHY SPDR Series Trust 4.2% New
PNBK Patriot National Bancorp Inc 2.8% Trimmed −15%GCBC Greene Bancorp, Inc. 2.4% Trimmed −13%FCNCA First Citizens Bancshares Inc 2.1% HeldPFBC Preferred Bank 2.1% Trimmed −6%UMBF UMB Financial Corp 2.0% Trimmed −19%EFC Ellington Financial Inc. 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
  • TRBF +222%
  • USHY +196%
  • FLG +80%
  • MBS +57%
arrow_downwardTrimmed
remove_circleSold out
  • NIC $331K
  • LQD $233K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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