MidAtlantic Capital Management, Inc.

All 13F Filings

Location
Richmond, VA
Most recent 13F
Q2 2026
Holdings value ($000)
160,922
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 86 160,922 13F-HR MidAtlantic Capital Management, Inc.
Q1 2026 5/7/2026 84 144,962 13F-HR MidAtlantic Capital Management, Inc.
Q4 2025 2/10/2026 240 156,177 13F-HR MidAtlantic Capital Management, Inc.
Q3 2025 11/6/2025 79 146,526 13F-HR MidAtlantic Capital Management, Inc.
Q2 2025 8/5/2025 79 140,941 13F-HR MidAtlantic Capital Management, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 11.79 K 7.3% 3.6 K 0 3.6 K
ETFs 148.9 K 92.5% 12.08 K 0 12.08 K
Debt 272 0.2% 272 0 272
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
160,922
Holdings
86
QoQ value change ($000)
15,960 (11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.