Atala Financial Inc Portfolio Holdings by Sector

Atala Financial Inc

$160 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUV IWR AVUS IWF IWV VEA VO IAU 22 stocks	$16.3 Million 10.59% of portfolio	8	3	4	-	0 Calls 0 Puts
Asset Management \| Financial Services MUC WIW BFZ MUE MVT NAC BFK NBH 18 stocks	$16 Million 10.36% of portfolio	7	4	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT ADBE CRWD PLTR PANW 6 stocks	$14.2 Million 9.19% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$14 Million 9.07% of portfolio	4	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM AVGO 3 stocks	$9.4 Million 6.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$8.68 Million 5.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$8.06 Million 5.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$7.11 Million 4.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$5.47 Million 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts

Software—Application \| Technology SHOP CRM 2 stocks	$5.36 Million 3.48% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V MA AXP ORCC 5 stocks	$4.74 Million 3.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$3.85 Million 2.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$3.57 Million 2.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$3.55 Million 2.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS FOXA NFLX 3 stocks	$3.47 Million 2.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.32 Million 2.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX BA 3 stocks	$2.91 Million 1.89% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2.65 Million 1.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC C 4 stocks	$2.25 Million 1.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$2.03 Million 1.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T 2 stocks	$1.97 Million 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.78 Million 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts

Medical Devices \| Healthcare MDT ABT 2 stocks	$1.64 Million 1.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$1.61 Million 1.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ BMY GILD 4 stocks	$1.34 Million 0.87% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.27 Million 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII 1 stocks	$512,950 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$465,619 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$434,191 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$409,729 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$391,774 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$381,380 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts

Rental & Leasing Services \| Industrials URI 1 stocks	$378,045 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy PAA 1 stocks	$364,214 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$346,755 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$330,134 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA 1 stocks	$325,221 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$324,911 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$322,577 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$318,816 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$318,423 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$286,711 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$283,908 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology AVT 1 stocks	$281,476 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$228,181 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$217,576 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$215,779 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$200,925 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$200,337 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN 1 stocks	$97,513 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities NRGV 1 stocks	$39,759 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Atala Financial Inc Portfolio Holdings by Sector

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