Ategra Capital Management, LLC - Portfolio overview

Ategra Capital Management, LLC has 28 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. TFC - TRUIST FINL CORP, 9.67%
2. FISI - FINANCIAL INSTNS INC, 9.51%
3. BBT - BEACON FINANCIAL CORP., 8.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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