Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $157 Billion
  • Q4 2025

Atala Financial Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10B, Vanguard Total Stock Market Et with a value of $8.4B, International Business Machines Corp with a value of $6.18B, Deere & CO with a value of $5.2B, and Microsoft Corp with a value of $4.62B.

Examining the 13F form we can see an decrease of $2.91B in the current position value, from $160B to 157B.

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 $157 Billion
Technology: $39.9 Billion
ETFs: $25.8 Billion
Communication Services: $24.6 Billion
Financial Services: $23 Billion
Consumer Cyclical: $14.5 Billion
Industrials: $10.6 Billion
Consumer Defensive: $6.49 Billion
Healthcare: $3.9 Billion
Other: $1.91 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.4 Billion 5.36% of portfolio
25,054
Q4 2025 Added 1.98%
$0
$2.4 Billion 1.53% of portfolio
23,497
Q4 2025 Added 4.25%
$0
$1.74 Billion 1.11% of portfolio
18,040
Q4 2025 Added 2.84%
$0
$1.53 Billion 0.97% of portfolio
13,650
Q1 2025 Reduced 4.21%
$0
$1.41 Billion 0.9% of portfolio
2,975
Q3 2025 Reduced 0.4%
$65.3B
$1.32 Billion 0.84% of portfolio
16,262
Q4 2025 Added 59.04%
$0
$1.28 Billion 0.82% of portfolio
3,319
Q1 2025 Reduced 4.32%
$0
$1.12 Billion 0.71% of portfolio
17,865
Q4 2025 Added 1.18%
$0
$809 Million 0.52% of portfolio
2,810
Q4 2024 New
$0
$590 Million 0.38% of portfolio
2,034
Q4 2025 Reduced 36.12%
$0
$541 Million 0.35% of portfolio
2,098
Q2 2025 Reduced 9.18%
$0
$537 Million 0.34% of portfolio
712
Q4 2025 Added 24.91%
$0
$510 Million 0.33% of portfolio
2,424
Q4 2025 Added 4.3%
$0
$498 Million 0.32% of portfolio
4,135
Q3 2025 New
$0
$432 Million 0.28% of portfolio
5,249
Q4 2024 New
$0
$428 Million 0.27% of portfolio
7,148
Q4 2025 Added 2.11%
$0
$369 Million 0.24% of portfolio
8,409
Q4 2024 New
$0
$300 Million 0.19% of portfolio
1,573
Q3 2025 Reduced 18.67%
$0
$297 Million 0.19% of portfolio
2,894
Q4 2024 New
$0
$262 Million 0.17% of portfolio
5,850
Q4 2025 Added 100.0%
$0
$238 Million 0.15% of portfolio
3,340
Q4 2024 New
$0
$235 Million 0.15% of portfolio
1,710
Q4 2025 New
$0
$210 Million 0.13% of portfolio
2,854
Q3 2025 New
$0
$203 Million 0.13% of portfolio
591
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $157 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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