Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $137 Billion
  • Q1 2025

Atala Financial Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 473 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 $5.82B, International Business Machines Corp with a value of $5.11B, Deere & CO with a value of $5.06B, Alphabet Inc. with a value of $4.71B, and American Airlines Group Inc. with a value of $3.79B.

Examining the 13F form we can see an decrease of $5.16B in the current position value, from $142B to 137B.

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 $137 Billion
Technology: $28.6 Billion
Financial Services: $26.2 Billion
ETFs: $19.8 Billion
Communication Services: $16.3 Billion
Industrials: $14 Billion
Consumer Cyclical: $13.9 Billion
Consumer Defensive: $6.93 Billion
Healthcare: $3.98 Billion
Other: $3.29 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$239B
$5.11 Billion 3.72% of portfolio
20,562
Q1 2025 Added 0.07%
$160B
$5.06 Billion 3.68% of portfolio
10,775
Q1 2025 Added 0.07%
$993B
$4.71 Billion 3.43% of portfolio
30,427
Q1 2025 Added 1.83%
$7.17B
$3.79 Billion 2.76% of portfolio
17,048
Q1 2025 Added 14,106.67%
$3.39T
$3.64 Billion 2.65% of portfolio
9,700
Q1 2025 Added 4.53%
$200B
$3.63 Billion 2.64% of portfolio
11,628
Q4 2024 New
$88.7B
$3.28 Billion 2.39% of portfolio
13,788
Q4 2024 New
$337B
$3.02 Billion 2.2% of portfolio
27,829
Q1 2025 Reduced 3.77%
$44.3B
$2.94 Billion 2.14% of portfolio
50,403
Q1 2025 Added 0.58%
$0
$2.79 Billion 2.03% of portfolio
260,251
Q1 2025 Added 3.52%
$433B
$2.77 Billion 2.02% of portfolio
19,840
Q1 2025 Reduced 0.5%
$2.09T
$2.41 Billion 1.75% of portfolio
12,653
Q1 2025 Added 3.38%
$267B
$2.35 Billion 1.71% of portfolio
26,740
Q4 2024 New
$171B
$2.33 Billion 1.7% of portfolio
15,178
Q4 2024 New
$155B
$2.23 Billion 1.63% of portfolio
18,337
Q4 2024 New
$311B
$2.2 Billion 1.6% of portfolio
30,677
Q4 2024 New
$291B
$1.96 Billion 1.43% of portfolio
7,292
Q1 2025 Added 25.18%
$0
$1.89 Billion 1.37% of portfolio
214,693
Q1 2025 Reduced 1.69%
$131B
$1.85 Billion 1.35% of portfolio
19,321
Q1 2025 Reduced 0.18%
$207B
$1.82 Billion 1.32% of portfolio
18,431
Q1 2025 Reduced 0.93%
$0
$1.78 Billion 1.3% of portfolio
145,587
Q4 2024 New
$83.5B
$1.76 Billion 1.28% of portfolio
26,875
Q1 2025 Added 44.79%
$390B
$1.65 Billion 1.2% of portfolio
4,508
Q1 2025 Reduced 0.86%
$0
$1.58 Billion 1.15% of portfolio
140,895
Q1 2025 Reduced 1.64%
$16.9B
$1.52 Billion 1.11% of portfolio
34,625
Q1 2025 Added 77.73%
$0
$1.46 Billion 1.06% of portfolio
147,570
Q1 2025 Reduced 1.99%
$1.02T
$1.43 Billion 1.04% of portfolio
9,140
Q1 2025 Added 0.05%
$1.44T
$1.42 Billion 1.03% of portfolio
2,462
Q1 2025 Added 2.29%
$0
$1.34 Billion 0.98% of portfolio
108,502
Q4 2024 New
$454B
$1.12 Billion 0.81% of portfolio
1,181
Q4 2024 New
$0
$1.08 Billion 0.79% of portfolio
98,356
Q1 2025 New
$130B
$1.05 Billion 0.76% of portfolio
537
Q1 2025 Added 6.34%
$597B
$1.02 Billion 0.74% of portfolio
2,904
Q4 2024 New
$0
$951 Million 0.69% of portfolio
90,165
Q4 2024 New
$92.6B
$857 Million 0.62% of portfolio
5,115
Q1 2025 Added 2.77%
$0
$838 Million 0.61% of portfolio
83,827
Q1 2025 Added 4.8%
$17.1B
$821 Million 0.6% of portfolio
14,500
Q4 2024 New
$0
$779 Million 0.57% of portfolio
73,655
Q1 2025 Added 5.37%
$194B
$752 Million 0.55% of portfolio
1,961
Q1 2025 Added 113.62%
$785B
$757 Million 0.55% of portfolio
3,088
Q1 2025 Reduced 0.29%
$1.11T
$736 Million 0.54% of portfolio
2,823
Q1 2025 Reduced 5.59%
$556B
$705 Million 0.51% of portfolio
1,287
Q4 2024 New
$51.8B
$645 Million 0.47% of portfolio
1,227
Q1 2025 Added 0.57%
$720B
$615 Million 0.45% of portfolio
745
Q4 2024 New
$199B
$571 Million 0.42% of portfolio
4,309
Q4 2024 New
$289B
$564 Million 0.41% of portfolio
7,853
Q4 2024 New
$273B
$561 Million 0.41% of portfolio
1,072
Q4 2024 New
$224B
$547 Million 0.4% of portfolio
2,032
Q4 2024 New
$21.5B
$543 Million 0.4% of portfolio
969
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 473
  • Current Value $137 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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