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Portfolio (Quarterly) Guide ↗

Attessa Capital LLC

· CIK 0002020560
13F Portfolio $223M AUM 51 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 19 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 93,729.0 $70.0M 31.40% +6K +6.3% $746.77 +3.2%
2 VEA VANGUARD TAX-MANAGED FDS 660,376.0 $47.1M 21.11% +28K +4.4% $71.25 +3.3%
3 XLK SELECT SECTOR SPDR TR 92,205.0 $17.6M 7.88% +4K +4.4% $190.52 -1.9%
4 BND VANGUARD BD INDEX FDS 234,450.0 $17.2M 7.72% +37K +18.6% $73.41 -2.0%
5 SCHR SCHWAB STRATEGIC TR 450,916.0 $11.1M 4.99% +29K +6.8% $24.66 -1.7%
6 XLY SELECT SECTOR SPDR TR 36,487.0 $4.3M 1.92% +1K +4.3% $117.28 -2.2%
7 SCHQ SCHWAB STRATEGIC TR 132,650.0 $4.2M 1.86% +9K +7.4% $31.30 -4.2%
8 XLC SELECT SECTOR SPDR TR 38,034.0 $4.1M 1.83% +2K +4.3% $107.13 +4.8%
9 SGOV ISHARES TR 17,235.0 $1.7M 0.78% +7K +65.7% $100.67 -0.2%
10 AAPL APPLE INC Technology 5,502.0 $1.6M 0.71% +677.0 +14.0% $289.37 +10.6%
11 TSLA TESLA INC Consumer Cyclical 3,350.0 $1.4M 0.63% +167.0 +5.2% $420.60 -16.1%
12 VGUS VANGUARD INSTL INDEX FD 17,058.0 $1.3M 0.58% +9K +108.3% $75.66 -0.2%
13 ABBV ABBVIE INC Healthcare 3,438.0 $865K 0.39% +924.0 +36.8% $251.64 +2.1%
14 NVDA NVIDIA CORPORATION Technology 4,241.0 $849K 0.38% +310.0 +7.9% $200.11 +16.8%
15 XOM EXXON MOBIL CORP Energy 5,192.0 $710K 0.32% +2K +44.3% $136.72 +17.6%
16 AGG ISHARES TR 5,206.0 $515K 0.23% +281.0 +5.7% $98.98 -2.0%
17 PDI PIMCO DYNAMIC INCOME FD Financial Services 22,787.0 $381K 0.17% +12K +111.3% $16.70 -8.7%
18 MSFT MICROSOFT CORP Technology 968.0 $361K 0.16% +423.0 +77.6% $372.87 +34.6%
19 ABT ABBOTT LABORATORIES Healthcare 3,359.0 $305K 0.14% +749.0 +28.7% $90.74 +20.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 89.3%
Technology 3.5%
Energy 2.5%
Consumer Cyclical 2.1%
Healthcare 1.8%
Real Estate 0.8%