Ategra Capital Management, LLC Portfolio Holdings by Sector
Ategra Capital Management, LLC
- $151 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Banks—Regional | Financial Services
FISI AX TFC FHN HWBK CBNK TCBX PKBK 12 stocks |
$103 Million
75.06% of portfolio
|
  4  
|
  5  
|
- | - |
1
Calls
0
Puts
|
ETFs | ETFs
VOO QQQ XLV IWN QQQ 5 stocks |
$18.7 Million
13.64% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC WFC 2 stocks |
$11 Million
8.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$1.75 Million
1.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$1.41 Million
1.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$1.33 Million
0.97% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|