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Ategra Capital Management, LLC 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

Ategra Capital Management, LLC disclosed 17 US equity positions worth $123.7m in its Q1 2025 13F filing. The largest position was AX at 12.3% of the reported book, followed by FISI and TFC. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 6 among the top 17 holdings.

← Q4 2024 · Q2 2025 →

What did Ategra Capital Management, LLC own in Q1 2025? Top 17 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 AX AXOS FINANCIAL INC Financial Services 12.3%$15.2m235,093 10% added
2 FISI FINANCIAL INSTNS INC Financial Services 11.5%$14.3m572,075 0% held
3 TFC TRUIST FINL CORP Financial Services 10.9%$13.4m326,620 0% held
4 FHN FIRST HORIZON CORPORATION Financial Services 9.9%$12.2m628,637 0% held
5 VOO VANGUARD INDEX FDS 9.1%$11.3m21,974 0% held
6 MRBK MERIDIAN CORPORATION 9.0%$11.1m769,755 -25% reduced
7 HWBK HAWTHORN BANCSHARES INC 7.8%$9.7m342,390 -10% reduced
8 PKBK PARKE BANCORP INC Financial Services 6.6%$8.1m431,805 25% added
9 TCBX THIRD COAST BANCSHARES INC 6.3%$7.8m234,508 0% held
10 CBNK CAPITAL BANCORP INC MD 6.1%$7.5m266,330 -7% reduced
11 ENTERPRISE BANCORP INC MASS 2.5%$3.1m78,942 -21% reduced
12 QQQ INVESCO QQQ TR 2.4%$3.0m6,439 -24% reduced
13 BBT BERKSHIRE HILLS BANCORP INC Financial Services 1.5%$1.8m69,965 – new
14 XLV SELECT SECTOR SPDR TR 1.2%$1.5m10,500 0% held
15 PFE PFIZER INC Healthcare 1.2%$1.5m60,000 20% added
16 CFFI C & F FINL CORP 0.9%$1.1m16,472 -15% reduced
17 IWN ISHARES TR 0.8%$1.0m6,678 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.