Attessa Capital
Attessa Capital reported 49 stocks worth $233M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (32.7%), VEA (21.1%) and XLK (8.2%). Compared with Q2 2026, the fund opened new positions in XOM, BKLN and SPHY, added to SPY, VEA and XLK, trimmed SCHX, SCHF and VT and sold out of XOM, QDPL and STK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $76.1M | 32.7% | 100K | +6,099 (+7%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $49.2M | 21.1% | 696K | +36K (+5%) | 8 of 8 | |
| 3 |  XLK Select Sector Spdr TR | $19.1M | 8.2% | 97K | +5,239 (+6%) | 8 of 8 | |
| 4 |  BND Vanguard BD Index Fds | $18.6M | 8.0% | 265K | +30K (+13%) | 8 of 8 | |
| 5 |  SCHR Schwab Strategic TR | $10.7M | 4.6% | 452K | +1,128 (+0%) | 8 of 8 | |
| 6 |  SCHX Schwab US Large Cap ETF | $10.6M | 4.6% | 354K | −2,438 (−1%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $9.9M | 4.3% | 14K | +239 (+2%) | 8 of 8 | |
| 8 |  SCHF Schwab International | $4.5M | 1.9% | 163K | −2,836 (−2%) | 8 of 8 | |
| 9 |  XLC Select Sector Spdr TR | $4.5M | 1.9% | 40K | +2,240 (+6%) | 8 of 8 | |
| 10 |  XLY State Strt Cons Dsry Slt | $4.2M | 1.8% | 39K | +2,223 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $710K | 5,192 |
 QDPL Pacer Fds TR | $522K | 12K |
 STK Columbia Seligman Prm TE | $289K | 5,374 |
 JNJ Johnson & Johnson | $273K | 1,075 |
 GOOG Alphabet Inc | $225K | 638 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Attessa Capital 13F FAQ
What does Attessa Capital own?
Attessa Capital reported 49 stocks worth $233M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SPY (32.7%), VEA (21.1%) and XLK (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Attessa Capital buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 15 added to, 14 trimmed and 6 sold out. New positions include XOM, BKLN and SPHY. It sold all of XOM, QDPL and STK.
When will Attessa Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Attessa Capital's portfolio worth?
The Q3 2026 filing reports $233M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.