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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
Q1 		$206K Hold
18,970
– – 0.12% 71
2025
Q4 		$399K Buy
+18,970
New +$351K 0.26% 46

Other funds holding ATEC

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lighthouse Financial's ATEC Position: Q1 2026 in Review

Lighthouse Financial held its Alphatec Holdings (ATEC) position steady in Q1 2026 at 18,970 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #71.

Lighthouse Financial first reported a position in ATEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $399K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Lighthouse Financial held 18,970 shares of Alphatec Holdings worth $206K as of Q1 2026.
  • Lighthouse Financial left its Alphatec Holdings share count unchanged in Q1 2026.
  • Alphatec Holdings made up 0.12% of Lighthouse Financial's portfolio in Q1 2026, its #71 holding.
  • Lighthouse Financial first reported a position in Alphatec Holdings in Q4 2025 and has held it in 2 quarters since.
  • Lighthouse Financial's Alphatec Holdings position peaked at $399K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.