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ATEGRA CAPITAL MANAGEMENT, LLC
ATEGRA CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
ATEGRA CAPITAL MANAGEMENT, LLC runs ATEGRA CAPITAL MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $222.32M. Their top holdings are FISI, TFC, CFG, WFC, AX. The top five represent 36.9% of reported portfolio weight. ATEGRA CAPITAL MANAGEMENT, LLC ranks #238 out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 1 position. Their current best-performing preview position is QQQ with returns of +27.59%.
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24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FISI FINANCIAL INSTITUTIONS INC | 9.89% | $23.44 | $41.20 | +75.77% | Held |
 TFC TRUIST FINL CORP | 8.87% | $36.18 | $50.42 | +39.34% | Held |
 CFG CITIZENS FINL GROUP INC | 7.84% | $51.77 | $69.86 | +34.94% | Held |
 WFC WELLS FARGO & CO | 5.37% | $80.17 | $83.85 | +4.59% | Held |
 AX AXOS FINANCIAL INC | 4.98% | $53.22 | $96.60 | +81.50% | Held |
 TCBX THIRD COAST BANCSHARES INC | 4.75% | $25.58 | $45.46 | +77.72% | Added +27.55% |
 VOO VANGUARD INDEX FDS | 4.55% | $324.81 | $703.77 | +116.67% | Held |
 QQQ INVESCO QQQ TR | 4.31% | $437.83 | $713.44 | +62.95% | Trimmed -17.84% |
 IBCP INDEPENDENT BK CORP MICH | 2.26% | $32.53 | $37.13 | +14.14% | Held |
 PEBO PEOPLES BANCORP INC | 1.54% | $30.03 | $40.06 | +33.40% | Held |
Showing 1-10 of 24