Ategra Capital Management, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$201.3M
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TFC
TRUIST FINL CORP
Q3 2025: Increased +48.3% (450.0k → 667.3k shares)
11.3%
02
$NDQ
INVESCO QQQ TR
Q3 2025: Increased +206.4% (10.3k → 31.7k shares)
10.3%
03
$FISI
FINANCIAL INSTNS INC
Q3 2025: Sold 69.0% (873.5k → 270.6k shares)
8.9%
04
$BBT
BEACON FINANCIAL CORP.
Q3 2025: Increased +177.7% (277.9k → 771.8k shares)
7.6%
05
$CFG
CITIZENS FINL GROUP INC
Q3 2025: Increased +134.8% (46.0k → 108.0k shares)
7.4%
06
$HWBK
HAWTHORN BANCSHARES INC
Q1 2025: Sold 10.4% (382.2k → 342.4k shares)
5.7%
07
$WFC
WELLS FARGO CO NEW
Q2 2025: Exited (was 330.2k shares)
5.7%
08
$PKBK
PARKE BANCORP INC
Q3 2025: Increased +1.8% (432.7k → 440.3k shares)
5.3%
09
$AX
AXOS FINANCIAL INC
Q3 2025: Sold 62.0% (369.0k → 140.3k shares)
4.8%
10
$ARBV
AMERICAN RIVIERA BANCORP
Q3 2025: New position (380.7k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:56 UTC.