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Attessa Capital LLC 13F Filings, Portfolio & Analysis

CIK: 0002020560
Tucson 3060 N Swan Rd
Zip Code: 85718
Latest Portfolio Value
$233.06 M
+4.55%
Total Holdings
49
-2
Latest Report Date
Q3 2026
Top 10 Concentration
88.98%

Attessa Capital LLC — Portfolio Overview & Company Profile

Attessa Capital LLC (CIK: 0002020560) is a financial institution headquartered at 3060 N Swan Rd, , Tucson, Arizona 85718. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $233.06 M, comprising 49 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 89.0%. Quarterly turnover: 1.2%. ▲ 3 new, +15 added, −15 reduced, ×5 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+4.55%
$233.06 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
99,828 $76.13 M 32.67% ▲ 6,099 Add 6.5%
696,154 $49.16 M 21.09% ▲ 35,778 Add 5.4%
97,444 $19.07 M 8.18% ▲ 5,239 Add 5.7%
264,870 $18.58 M 7.97% ▲ 30,420 Add 13.0%
452,044 $10.71 M 4.60% ▲ 1,128 Add 0.3%
354,174 $10.63 M 4.56% ▼ 2,438 Reduce -0.7%
14,170 $9.93 M 4.26% ▲ 239 Add 1.7%
162,999 $4.48 M 1.92% ▼ 2,836 Reduce -1.7%
40,274 $4.47 M 1.92% ▲ 2,240 Add 5.9%
38,710 $4.21 M 1.81% ▲ 2,223 Add 6.1%

Historical Portfolio Charts