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Home > Institutional Investor > Attessa Capital Llc > Profile

Instuitional Investor - Attessa Capital Llc

Fund Profile
Filing Period:
Fund Name: Attessa Capital Llc
Portfolio Value $233,058,738
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 99,828 $76,131,828 32.67%
2.
Vanguard Tax-Managed Fds
 696,154 $49,155,434 21.09%
3.
Sector Spdr Trust
 XLE 97,444 $19,074,663 8.18%
4.
Vanguard Bond Index Funds
 BND 264,870 $18,580,658 7.97%
5.
Schwab Strategic Trust
 SCHD 452,044 $10,713,450 4.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.