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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 $182,925,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 85,733 $58,463,047 31.96%
2.
Vanguard Tax-Managed Fds
 613,471 $38,323,533 20.95%
3.
Vanguard Bond Index Funds
 BND 202,721 $15,015,544 8.21%
4.
Sector Spdr Trust
 XLB 85,620 $12,326,711 6.74%
5.
Schwab Strategic Trust
 FNDF 425,498 $10,671,498 5.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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