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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.87 Billion 4.74% of portfolio
22,595
Q2 2025 Added 6.84%
$0
$1.83 Billion 1.26% of portfolio
20,067
Q2 2025 Added 1.35%
$0
$1.38 Billion 0.95% of portfolio
13,650
Q1 2025 Reduced 4.21%
$0
$1.34 Billion 0.93% of portfolio
14,614
Q2 2025 Reduced 0.75%
$0
$1.27 Billion 0.87% of portfolio
2,987
Q1 2025 Reduced 6.69%
$0
$1.16 Billion 0.8% of portfolio
3,319
Q1 2025 Reduced 4.32%
$0
$997 Million 0.69% of portfolio
17,482
Q2 2025 Added 0.64%
$0
$891 Million 0.61% of portfolio
3,184
Q2 2025 Reduced 0.44%
$0
$698 Million 0.48% of portfolio
2,810
Q4 2024 New
$53.5B
$638 Million 0.44% of portfolio
10,225
Q4 2024 New
$0
$497 Million 0.34% of portfolio
2,098
Q2 2025 Reduced 9.18%
$0
$451 Million 0.31% of portfolio
2,324
Q1 2025 Reduced 13.19%
$0
$388 Million 0.27% of portfolio
5,249
Q4 2024 New
$0
$365 Million 0.25% of portfolio
3,388
Q2 2025 Added 83.33%
$0
$356 Million 0.25% of portfolio
536
Q2 2025 Added 60.48%
$0
$347 Million 0.24% of portfolio
8,409
Q4 2024 New
$0
$274 Million 0.19% of portfolio
2,894
Q4 2024 New
$0
$246 Million 0.17% of portfolio
1,560
Q1 2025 Reduced 4.76%
$0
$248 Million 0.17% of portfolio
2,925
Q2 2025 Reduced 40.49%
$0
$227 Million 0.16% of portfolio
11,095
Q2 2025 New
$0
$209 Million 0.14% of portfolio
337
Q2 2025 Added 206.36%
$0
$208 Million 0.14% of portfolio
3,340
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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