Universe · entity
Ategra Capital Management, LLC
Institutional manager (13F) · CIK 1741369
13F holdings · as of 2026-03-31 · top 23 · reported portfolio $180M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TRUIST FINL CORP | $18M | 395,710 |
| 2 | FINANCIAL INSTNS INC | $18M | 564,100 |
| 3 | BEACON FINANCIAL CORP. | $15M | 511,288 |
| 4 | CITIZENS FINL GROUP INC | $15M | 248,665 |
| 5 | HAWTHORN BANCSHARES INC | $12M | 342,390 |
| 6 | WELLS FARGO CO NEW | $11M | 144,410 |
| 7 | PARKE BANCORP INC | $11M | 374,147 |
| 8 | AXOS FINANCIAL INC | $10M | 113,765 |
| 9 | INVESCO QQQ TR | $9M | 15,839 |
| 10 | AMERICAN RIVIERA BANCORP | $9M | 380,700 |
| 11 | VANGUARD INDEX FDS | $9M | 14,724 |
| 12 | THIRD COAST BANCSHARES INC | $8M | 204,923 |
| 13 | CAPITAL BANCORP INC MD | $7M | 231,256 |
| 14 | FVCBANKCORP INC | $7M | 436,748 |
| 15 | INDEPENDENT BK CORP MICH | $5M | 139,223 |
| 16 | MERIDIAN CORPORATION | $5M | 239,210 |
| 17 | PEOPLES BANCORP INC | $3M | 89,292 |
| 18 | EDISON INTL | $3M | 36,930 |
| 19 | BOEING CO | $2M | 9,500 |
| 20 | MVB FINL CORP | $2M | 71,131 |
| 21 | SCHWAB CHARLES CORP | $2M | 16,229 |
| 22 | ISHARES TR | $1M | 6,678 |
| 23 | C & F FINL CORP | $525k | 7,193 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.