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 $128,616,041
Change This QTR +0.85%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Axos Financial Inc
235,093 $15,168,200 +10% 11.79%
2. FISI 572,075 $14,278,992 11.1%
3. TFC 326,620 $13,440,413 10.45%
4. FHN 628,637 $12,208,131 9.49%
5.
Vanguard Index Fds - S&P 500 ETF SHS
21,974 $11,292,658 8.78%
Latest 13D & 13G Filings
Symbol Company Filed By Filing Date Filing
2025-05-15