Ategra Capital Management, LLC Portfolio Holdings

Ategra Capital Management, LLC

  • $141 Billion
  • Q3 2024

Ategra Capital Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Institutions Inc with a value of $14.6B, Truist Financial Corp with a value of $14B, Meridian Corporation with a value of $13B, Vanguard Index Fds S&P 500 ETF with a value of $11.6B, and Wells Fargo & Company with a value of $11.1B.

Examining the 13F form we can see an increase of $141B in the current position value.

Ategra Capital Management, LLC is based out at Vienna, VA

Below you can find more details about Ategra Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
Financial Services: $105 Billion
ETFs: $21.9 Billion
Utilities: $1.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$267B
$11.1 Billion 7.89% of portfolio
196,725
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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