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Chase Eldredge

Angel Oak Capital Advisors, Llc

Assets Managed
$89.997M
Holdings
33
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
30.82%(2Q avg: -7.57%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Angel Oak Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Angel Oak Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 89.997M in assets, with a quarterly growth rate of 30.82% and a 2-quarter average growth rate of -7.57%. The portfolio is managed by Chase Eldredge, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKLN
Invesco Senior Loan Etf
Recent Activity
New Position
43.69%
$39.318M
1.926M shares@ $20.41 avg price
AOHY
Angel Oak High Yild Oppo Etf
Recent Activity
Decreased -28.83%
8.4%
$7.552M
690,973 shares@ $10.94 avg price
MBS
Angel Oak Mortg-bcked Se Etf
Recent Activity
Decreased -31.37%
7.07%
$6.363M
734,718 shares@ $8.67 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Decreased -56.08%
6.51%
$5.855M
158,936 shares@ $36.84 avg price
PNBK
Patriot National Bancorp Inc
Recent Activity
Decreased -3.84%
4.54%
$4.084M
3.166M shares@ $1.29 avg price
TRBF
Angel Oak Total Return Etf
Recent Activity
Increased 122.19%
3.8%
$3.419M
69,100 shares@ $49.48 avg price
KINS
Kingstone Cos Inc
Recent Activity
1.76%
$1.577M
108,249 shares@ $14.58 avg price
UMBF
Umb Financial Corp
Recent Activity
1.71%
$1.534M
13,600 shares@ $112.79 avg price
MTB
M & T Bank Corp
Recent Activity
Increased 7.25%
1.7%
$1.53M
7,400 shares@ $206.72 avg price
FCNCA
First Citizens Bcshs -cl A
Recent Activity
Decreased -25.37%
1.58%
$1.413M
750 shares@ $1884.66 avg price

1-10 of 33