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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.79 Billion 2.03% of portfolio
260,251
Q1 2025 Added 3.52%
$0
$1.89 Billion 1.37% of portfolio
214,693
Q1 2025 Reduced 1.69%
$0
$1.78 Billion 1.3% of portfolio
145,587
Q4 2024 New
$0
$1.58 Billion 1.15% of portfolio
140,895
Q1 2025 Reduced 1.64%
$0
$1.46 Billion 1.06% of portfolio
147,570
Q1 2025 Reduced 1.99%
$0
$1.34 Billion 0.98% of portfolio
108,502
Q4 2024 New
$0
$1.08 Billion 0.79% of portfolio
98,356
Q1 2025 New
$0
$951 Million 0.69% of portfolio
90,165
Q4 2024 New
$0
$838 Million 0.61% of portfolio
83,827
Q1 2025 Added 4.8%
$0
$779 Million 0.57% of portfolio
73,655
Q1 2025 Added 5.37%
$0
$467 Million 0.34% of portfolio
45,346
Q4 2024 New
$0
$453 Million 0.33% of portfolio
35,336
Q1 2025 Reduced 6.27%
$0
$437 Million 0.32% of portfolio
42,030
Q1 2025 Added 553.65%
$0
$403 Million 0.29% of portfolio
35,000
Q4 2024 New
$0
$351 Million 0.26% of portfolio
29,908
Q4 2024 New
$0
$286 Million 0.21% of portfolio
23,270
Q4 2024 New
$0
$98.9 Million 0.07% of portfolio
10,220
Q4 2024 New
$0
$85.6 Million 0.06% of portfolio
21,500
Q4 2024 New
$0
$49.4 Million 0.04% of portfolio
3,680
Q4 2024 New
$0
$22.2 Million 0.02% of portfolio
1,880
Q1 2025 Reduced 94.13%
$0
$28 Million 0.02% of portfolio
1,877
Q4 2024 New
$47.9M
$284,000 0.0% of portfolio
500
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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