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Ategra Capital Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1741369

$222.3M

disclosed book value

20

positions

9.9%

largest position share

Positions, as of 2026-06-30

top 24 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TRPUT30,000$22.1M9.9%
2FISIFINANCIAL INSTITUTIONS INC564,100$22.0M9.9%
3TFCTRUIST FINL CORP395,710$19.7M8.9%
4CFGCITIZENS FINL GROUP INC248,665$17.4M7.8%
5HWBKHAWTHORN BANCSHARES INC342,390$13.5M6.1%
6WFCWELLS FARGO & CO144,410$11.9M5.4%
7PKBKPARKE BANCORP INC343,842$11.4M5.1%
8AXAXOS FINANCIAL INC113,765$11.1M5%
9TCBXTHIRD COAST BANCSHARES INC261,387$10.6M4.7%
10VOOVANGUARD INDEX FDS14,724$10.1M4.5%
11ARBVAMERICAN RIVIERA BANCORP380,700$9.7M4.4%
12QQQINVESCO QQQ TR13,014$9.6M4.3%
13CBNKCAPITAL BANCORP INC MD231,256$8.1M3.7%
14BBTBEACON FINANCIAL CORP.265,743$8.1M3.6%
15FVCBFVCBANKCORP INC436,748$7.6M3.4%
16BABOEING COCALL26,200$5.7M2.6%
17IBCPINDEPENDENT BK CORP MICH139,223$5.0M2.3%
18TFCTRUIST FINL CORPCALL100,000$5.0M2.2%
19PEBOPEOPLES BANCORP INC89,292$3.4M1.5%
20EIXEDISON INTL36,930$2.7M1.2%
21BABOEING CO9,500$2.1M0.9%
22EGBNEAGLE BANCORPORATION INC70,372$2.0M0.9%
23SCHWSCHWAB CHARLES CORP21,574$2.0M0.9%
24SCHWSCHWAB CHARLES CORPCALL16,000$1.5M0.7%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.