Hedge Fund - Ategra Capital Management

Jonathan Holtaway Bio, Returns, AUM, Net Worth

Manager biography is currently missing.
Jonathan Holtaway
Fund Profile
Filing Period:
Fund Name: Ategra Capital Management
Manager Jonathan Holtaway
Portfolio Value $126,333,396
Change This QTR +0.98%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Axos Financial Inc
220,216 $16,745,225 -7% 13.25%
2. TFC 366,620 $15,760,994 +13% 12.48%
3. FISI 572,075 $14,690,886 11.63%
4.
Vanguard Index Fds - S&P 500 ETF SHS
18,224 $10,351,779 -18% 8.19%
5. HWBK 342,390 $9,977,245 7.9%
Latest 13D & 13G Filings
Symbol Company Filed By Filing Date Filing
2025-08-14
2025-05-15