Attessa Capital LLC

CIK

2020560

Location

TUCSON, AZ

Portfolio Value

Micro $63,663,396

Diversification

Highly concentrated

Filing Date

Global Rank

#6,151 / 8,232 ▲ 233

Top Industry

Consumer Electronics 20.3%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed Apr 7, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.8%

SPY

+23.4%

Annualised alpha

-0.5%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

90.1%

−0.0 pts

Top 5

95.9%

−0.3 pts

Top 10

99.1%

−0.2 pts

HHI

8,130

Highly concentrated−4

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.5%	$57,616,742	2
Technology	3.3%	$2,111,844	3
Consumer Cyclical	1.9%	$1,183,280	1
Financial Services	1.5%	$956,500	3
Healthcare	1.3%	$814,737	2
Energy	1.0%	$610,436	1
Consumer Defensive	0.6%	$369,857	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+2,468	88,201	$57,360,638
NVDA	Nvidia Corp	+600	3,931	$685,566
MSFT	Microsoft Corp	+34	545	$201,742
AAPL	Apple Inc.	+24	4,825	$1,224,536
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPGI	S&P Global Inc.	−85	471	$200,335
WMT	Walmart Inc.	−43	2,976	$369,857
ABBV	AbbVie Inc.	−38	2,514	$546,769
XOM	Exxon Mobil Corp	−32	3,598	$610,436
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PDI	PIMCO Dynamic Income Fund	10,782	$184,480
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $63,663,396 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	88,201	+2,468	$57,360,638	−1.9%	90.10%
AAPL	Apple Inc. Technology	Added	4,825	+24	$1,224,536	−6.2%	1.92%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,183	0	$1,183,280	−17.3%	1.86%
NVDA	Nvidia Corp Technology	Added	3,931	+600	$685,566	+10.4%	1.08%
XOM	Exxon Mobil Corp Energy	Reduced	3,598	-32	$610,436	+39.7%	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,193	0	$571,685	−4.7%	0.90%
ABBV	AbbVie Inc. Healthcare	Reduced	2,514	-38	$546,769	−6.2%	0.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,976	-43	$369,857	+10.0%	0.58%
ABT	Abbott Laboratories Healthcare	Held	2,610	0	$267,968	−18.1%	0.42%
IAU	Ishares Gold Trust	Held	2,905	0	$256,104	+8.6%	0.40%
MSFT	Microsoft Corp Technology	Added	545	+34	$201,742	−18.4%	0.32%
SPGI	S&P Global Inc. Financial Services	Reduced	471	-85	$200,335	−31.1%	0.31%
PDI	PIMCO Dynamic Income Fund Financial Services	NEW	10,782	NEW	$184,480	NEW	0.29%