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Lighthouse Financial’s Alphatec Holdings ATEC Stock Holding History

Lighthouse Financial’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$196K Hold
18,970
– – 0.09% 95
2026
Q2 		$164K Hold
18,970
– – 0.09% 76
2026
Q1 		$206K Hold
18,970
– – 0.12% 71
2025
Q4 		$399K Buy
+18,970
New +$351K 0.26% 46

Other funds holding ATEC

Motley Fool Asset Management
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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Lighthouse Financial's ATEC Position: Q3 2026 in Review

Lighthouse Financial held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 18,970 shares worth $196K. The position accounts for 0.09% of the portfolio, ranked #95.

Lighthouse Financial first reported a position in ATEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 70 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

  • Lighthouse Financial held 18,970 shares of Alphatec Holdings worth $196K as of Q3 2026.
  • Lighthouse Financial left its Alphatec Holdings share count unchanged in Q3 2026.
  • Alphatec Holdings made up 0.09% of Lighthouse Financial's portfolio in Q3 2026, its #95 holding.
  • Lighthouse Financial first reported a position in Alphatec Holdings in Q4 2025 and has held it in 4 quarters since.
  • Lighthouse Financial's Alphatec Holdings position peaked at $399K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.