Ategra Capital Management, LLC Portfolio Holdings by Sector
Ategra Capital Management, LLC
- $126 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Banks—Regional | Financial Services
AX TFC FISI HWBK PKBK CBNK TCBX BHLB 14 stocks |
$97.6 Million
82.47% of portfolio
|
  7  
|
  3  
|
  4  
|
- |
1
Calls
0
Puts
|
ETFs | ETFs
VOO QQQ SGOV IWN SPY 5 stocks |
$19 Million
16.08% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
1
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$1.7 Million
1.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
RY 1 stocks |
$15,250
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
1
Puts
|