Attessa Capital LLC

CIK

2020560

Location

TUCSON, AZ

Portfolio Value

Small $228,651,426

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,029 / 8,807 ▼ 132 · as of Jun 2026

Top Industry

Consumer Electronics 16.6%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.1% of the book (60%+)

Turnover

Low turnover

4.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.2%; sector active share 85.6% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

49 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.3%

+1.9 pts

Top 5

89.2%

+2.5 pts

Top 10

96.5%

+1.5 pts

HHI

2,010

Moderately concentrated+136

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$218,754,487	25
Technology	1.3%	$2,988,590	3
Energy	1.1%	$2,468,214	5
Financial Services	0.7%	$1,517,554	8
Consumer Cyclical	0.6%	$1,397,433	2
Healthcare	0.4%	$1,000,076	2
Real Estate	0.2%	$525,072	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+35,778	696,154	$49,155,433
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+30,420	264,870	$18,580,630
—		+7,737	12,279	$0
SPY	Spdr S&P 500 ETF Trust	+6,099	99,828	$76,131,827
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+5,239	97,444	$19,074,663
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+2,240	40,274	$4,469,205
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+2,223	38,710	$4,213,196
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+1,128	452,044	$10,713,442
OBDC	Blue Owl Capital Corp	+1,000	11,000	$115,390
SCHQ	Schwab Long-Term U.S. Treasury ETF	+372	133,022	$3,785,806
VOO	VANGUARD 500 INDEX FUND	+239	14,170	$9,931,186
AGG	iShares Core U.S. Aggregate Bond ETF	+95	5,301	$0
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	+77	17,135	$1,295,748
VEU	Vanguard International Equity Index Funds	+6	2,744	$227,669
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+3	1,845	$690,472
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−3,543	13,692	$0
SCHF	Schwab International Equity ETF	−2,836	162,999	$4,477,582
SCHX	Schwab U.S. Large-Cap ETF	−2,438	354,174	$10,625,220
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−1,334	10,929	$1,725,142
ABT	Abbott Laboratories	−749	2,610	$257,946
SCHD	Schwab U.S. Dividend Equity ETF	−735	43,275	$1,407,735
ABBV	AbbVie Inc.	−601	2,837	$742,130
AAPL	Apple Inc.	−566	4,936	$1,643,786
NVDA	Nvidia Corp	−257	3,984	$909,865
XOM	ExxonMobil Holdings Corp	−180	5,012	$815,703
MSFT	Microsoft Corp	−120	848	$434,939
AMZN	Amazon Com Inc	−105	925	$230,463
USXF	iShares ESG Advanced MSCI USA ETF	−90	7,046	$0
TSLA	Tesla, Inc.	−61	3,289	$1,166,970
IVV	iShares Core S&P 500 ETF	−6	553	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	9,472	$213,972
CVX	Chevron Corp	1,000	$204,210
BKLN	Invesco Ltd.	10,784	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	11,583	$522,045
STK	Columbia Seligman Premium Technology Growth Fund, Inc.	5,374	$289,497
JNJ	Johnson & Johnson	1,075	$273,017
GOOG	Alphabet Inc.	638	$225,424
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	10,031	$98,404
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $228,651,426 total · filing declares 49 positions · $233,058,738 · as of Sep 30, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	99,828	+6,099	$76,131,827	+8.8%	33.30%
VEA	Vanguard FTSE Developed Markets ETF	Added	696,154	+35,778	$49,155,433	+4.5%	21.50%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	97,444	+5,239	$19,074,663	+8.6%	8.34%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	264,870	+30,420	$18,580,630	+8.0%	8.13%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	452,044	+1,128	$10,713,442	−3.7%	4.69%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	354,174	-2,438	$10,625,220	+1.2%	4.65%
VOO	VANGUARD 500 INDEX FUND	Added	14,170	+239	$9,931,186	+3.8%	4.34%
SCHF	Schwab International Equity ETF	Reduced	162,999	-2,836	$4,477,582	−2.5%	1.96%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	40,274	+2,240	$4,469,205	+9.7%	1.95%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	38,710	+2,223	$4,213,196	−1.5%	1.84%
SCHQ	Schwab Long-Term U.S. Treasury ETF	Added	133,022	+372	$3,785,806	−8.8%	1.66%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	10,929	-1,334	$1,725,142	−10.4%	0.75%
AAPL	Apple Inc. Technology	Reduced	4,936	-566	$1,643,786	+3.2%	0.72%
SCHB	Schwab U.S. Broad Market ETF	Held	48,135	0	$1,410,836	+1.2%	0.62%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	43,275	-735	$1,407,735	+0.9%	0.62%
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	Added	17,135	+77	$1,295,748	+0.4%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,289	-61	$1,166,970	−17.2%	0.51%
MPLX	Mplx LP Energy	Held	18,500	0	$1,041,920	−0.0%	0.46%
NVDA	Nvidia Corp Technology	Reduced	3,984	-257	$909,865	+7.2%	0.40%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,012	-180	$815,703	+14.9%	0.36%
ABBV	AbbVie Inc. Healthcare	Reduced	2,837	-601	$742,130	−14.2%	0.32%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,845	+3	$690,472	+1.3%	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,198	0	$596,544	−0.5%	0.26%
MSFT	Microsoft Corp Technology	Reduced	848	-120	$434,939	+20.5%	0.19%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Held	4,423	0	$407,137	+1.4%	0.18%
EPD	Enterprise Products Partners L.P. Energy	Held	11,412	0	$406,381	−3.1%	0.18%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	22,787	0	$319,701	−16.0%	0.14%
ABT	Abbott Laboratories Healthcare	Reduced	2,610	-749	$257,946	−15.4%	0.11%
AGNC	AGNC Investment Corp. Real Estate	Held	26,005	0	$235,865	−16.8%	0.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	925	-105	$230,463	−6.1%	0.10%
VEU	Vanguard International Equity Index Funds	Added	2,744	+6	$227,669	−0.7%	0.10%
IAU	Ishares Gold Trust	Held	2,786	0	$217,586	+3.4%	0.10%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	NEW	9,472	NEW	$213,972	NEW	0.09%
CVX	Chevron Corp Energy	NEW	1,000	NEW	$204,210	NEW	0.09%
DX	Dynex Capital Inc Real Estate	Held	15,116	0	$168,392	−15.0%	0.07%
OXLC	Oxford Lane Capital Corp. Financial Services	Held	17,262	0	$155,530	+2.9%	0.07%
SLRC	SLR Investment Corp. Financial Services	Held	12,000	0	$139,080	−6.3%	0.06%
ECC	Eagle Point Credit Co Financial Services	Held	36,175	0	$125,165	−7.0%	0.05%
OBDC	Blue Owl Capital Corp Financial Services	Added	11,000	+1,000	$115,390	+6.2%	0.05%
TPVG	TriplePoint Venture Growth BDC Corp. Financial Services	Held	13,610	0	$66,144	−1.0%	0.03%
ACRE	Ares Commercial Real Estate Corp Real Estate	Held	17,000	0	$65,280	−14.7%	0.03%
BRSP	BrightSpire Capital, Inc. Real Estate	Held	14,500	0	$55,535	−29.7%	0.02%
ET	Energy Transfer LP Energy	Held	14,100	0	$0	−100.0%	0.00%
		Added	12,279	+7,737	$0	−100.0%	0.00%
BKLN	Invesco Ltd. Financial Services	NEW	10,784	NEW	$0	NEW	0.00%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	5,301	+95	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Reduced	553	-6	$0	−100.0%	0.00%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	13,692	-3,543	$0	−100.0%	0.00%
USXF	iShares ESG Advanced MSCI USA ETF	Reduced	7,046	-90	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.