Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $145 Billion
  • Q2 2025

Atala Financial Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $6.87B, International Business Machines Corp with a value of $6.06B, Alphabet Inc. with a value of $5.73B, Deere & CO with a value of $5.46B, and Roblox Corp with a value of $5.29B.

Examining the 13F form we can see an increase of $7.65B in the current position value, from $137B to 145B.

Atala Financial Inc is based out at Calabasas, CA

Below you can find more details about Atala Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
Technology: $37.7 Billion
Financial Services: $23.4 Billion
ETFs: $21 Billion
Communication Services: $18.8 Billion
Consumer Cyclical: $15.5 Billion
Industrials: $10.1 Billion
Consumer Defensive: $6.8 Billion
Healthcare: $5.11 Billion
Other: $1.81 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$6.06 Billion 4.18% of portfolio
20,562
Q1 2025 Added 0.07%
$1.21T
$5.73 Billion 3.95% of portfolio
32,522
Q2 2025 Added 6.89%
$153B
$5.46 Billion 3.77% of portfolio
10,735
Q2 2025 Reduced 0.37%
$70.6B
$5.29 Billion 3.65% of portfolio
50,257
Q2 2025 Reduced 0.29%
$3.95T
$4.92 Billion 3.39% of portfolio
9,881
Q2 2025 Added 1.87%
$456B
$4.39 Billion 3.03% of portfolio
27,804
Q2 2025 Reduced 0.09%
$684B
$4.34 Billion 2.99% of portfolio
19,840
Q1 2025 Reduced 0.5%
$86B
$3.77 Billion 2.6% of portfolio
13,788
Q4 2024 New
$150B
$3.48 Billion 2.4% of portfolio
11,628
Q4 2024 New
$2.26T
$3.23 Billion 2.23% of portfolio
14,735
Q2 2025 Added 16.45%
$3.69T
$2.68 Billion 1.85% of portfolio
13,070
Q2 2025 Added 10,791.67%
$0
$2.66 Billion 1.84% of portfolio
257,309
Q2 2025 Reduced 1.13%
$281B
$2.61 Billion 1.8% of portfolio
26,740
Q4 2024 New
$173B
$2.42 Billion 1.67% of portfolio
15,178
Q4 2024 New
$178B
$2.29 Billion 1.58% of portfolio
19,859
Q2 2025 Added 2.78%
$150B
$2.26 Billion 1.56% of portfolio
18,210
Q2 2025 Added 21,578.57%
$306B
$2.17 Billion 1.5% of portfolio
30,677
Q4 2024 New
$232B
$2.14 Billion 1.48% of portfolio
7,845
Q2 2025 Added 7.58%
$78.6B
$2.11 Billion 1.46% of portfolio
28,457
Q2 2025 Added 5.89%
$1.78T
$2.11 Billion 1.45% of portfolio
2,854
Q2 2025 Added 15.92%
$0
$1.88 Billion 1.3% of portfolio
214,693
Q1 2025 Reduced 1.69%
$157B
$1.89 Billion 1.3% of portfolio
4,881
Q2 2025 Added 148.9%
$14B
$1.85 Billion 1.28% of portfolio
35,617
Q2 2025 Added 2.86%
$314B
$1.74 Billion 1.2% of portfolio
7,323
Q2 2025 Reduced 2.18%
$405B
$1.64 Billion 1.13% of portfolio
4,467
Q2 2025 Reduced 0.91%
$1.24T
$1.62 Billion 1.12% of portfolio
9,157
Q2 2025 Added 0.19%
$118B
$1.6 Billion 1.11% of portfolio
614
Q2 2025 Added 14.34%
$0
$1.41 Billion 0.97% of portfolio
146,570
Q2 2025 Reduced 0.68%
$127B
$1.38 Billion 0.95% of portfolio
5,021
Q2 2025 Reduced 1.84%
$0
$1.37 Billion 0.95% of portfolio
127,180
Q2 2025 Added 29.31%
$0
$1.22 Billion 0.84% of portfolio
108,930
Q2 2025 Reduced 22.69%
$439B
$1.17 Billion 0.81% of portfolio
1,181
Q4 2024 New
$0
$1.11 Billion 0.76% of portfolio
107,214
Q2 2025 Added 45.56%
$551B
$1.03 Billion 0.71% of portfolio
2,904
Q4 2024 New
$54.9B
$1.02 Billion 0.7% of portfolio
1,227
Q1 2025 Added 0.57%
$0
$936 Million 0.65% of portfolio
78,556
Q2 2025 Reduced 46.04%
$1.08T
$915 Million 0.63% of portfolio
2,879
Q2 2025 Added 1.98%
$859B
$895 Million 0.62% of portfolio
3,088
Q1 2025 Reduced 0.29%
$17.1B
$813 Million 0.56% of portfolio
14,500
Q4 2024 New
$548B
$723 Million 0.5% of portfolio
1,287
Q4 2024 New
$133B
$714 Million 0.49% of portfolio
931
Q2 2025 Added 5.44%
$227B
$648 Million 0.45% of portfolio
2,032
Q4 2024 New
$229B
$629 Million 0.43% of portfolio
4,309
Q4 2024 New
$302B
$629 Million 0.43% of portfolio
7,853
Q4 2024 New
$0
$597 Million 0.41% of portfolio
59,480
Q2 2025 Reduced 34.03%
$608B
$581 Million 0.4% of portfolio
745
Q4 2024 New
$0
$571 Million 0.39% of portfolio
54,088
Q2 2025 Added 213.35%
$545B
$550 Million 0.38% of portfolio
411
Q4 2024 New
$20.9B
$555 Million 0.38% of portfolio
969
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $145 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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