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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
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 638.0 $225K 0.10% NEW $353.33
42 IAU ISHARES GOLD TR Financial Services 2,786.0 $210K 0.09% -119.0 -4.1% $75.51 +9.0%
43 DX DYNEX CAP INC Real Estate 15,116.0 $198K 0.09% NEW $13.11 -2.8%
44 OXLC OXFORD LANE CAP CORP Financial Services 17,262.0 $151K 0.07% NEW $8.76 +10.2%
45 SLRC SLR INVESTMENT CORP Financial Services 12,000.0 $148K 0.07% NEW $12.37 +3.0%
46 ECC EAGLE POINT CR CO Financial Services 36,175.0 $135K 0.06% NEW $3.72 +4.7%
47 BLUE OWL CAPITAL CORPORATION 10,000.0 $109K 0.05% NEW $10.87
48 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,031.0 $98K 0.04% NEW $9.81 +1.5%
49 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 14,500.0 $79K 0.04% NEW $5.45 -14.5%
50 ACRE ARES COML REAL ESTATE CORP Real Estate 17,000.0 $76K 0.03% NEW $4.50 +1.7%
51 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 13,610.0 $67K 0.03% NEW $4.91 +8.6%
Page 3 of 3  ·  51 positions

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%