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ATEGRA CAPITAL MANAGEMENT, LLC 13F portfolio summary

ATEGRA CAPITAL MANAGEMENT, LLC of ATEGRA CAPITAL MANAGEMENT, LLC has 22 current stock holdings with a reported portfolio value of $201.3M. The portfolio 1 year return is +22.15%. Top holdings include QQQ (0.00%), TFC (11.26%), FISI (11.08%), BHLB (9.50%), CFG (9.23%).

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ATEGRA CAPITAL MANAGEMENT, LLC

ATEGRA CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

ATEGRA CAPITAL MANAGEMENT, LLC runs ATEGRA CAPITAL MANAGEMENT, LLC and currently holds 22 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $201.26M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ATEGRA CAPITAL MANAGEMENT, LLC ranks #331 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ATEGRA CAPITAL MANAGEMENT, LLC's portfolio at ATEGRA CAPITAL MANAGEMENT, LLC has delivered returns of +22.15%. Their 3-year annualized return is +94.27%. Looking at the 5-year horizon, ATEGRA CAPITAL MANAGEMENT, LLC has achieved +87.60% annualized returns at ATEGRA CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.15%
#575/1000
3 Year
+94.27%
#255/1000
5 Year
+87.60%
#327/1000

Portfolio Value

$201.26M

Alpha Score

67.7

#331 of 1000

Holdings

22

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change