Atala Financial Inc Portfolio Holdings by Sector

Atala Financial Inc

$145 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services MUC WIW BFK BFZ NAC MVT NZF MYD 20 stocks	$15.1 Million 10.8% of portfolio	6	9	1	-	0 Calls 0 Puts
ETFs \| ETFs AVUV AVUS IWR IWF IWV VEA VO VHT 21 stocks	$14.2 Million 10.1% of portfolio	7	4	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE CRWD PANW PLTR 6 stocks	$12.3 Million 8.79% of portfolio	5	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$10.2 Million 7.26% of portfolio	4	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$9.54 Million 6.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM AVGO 3 stocks	$8.19 Million 5.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6.87 Million 4.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$5.76 Million 4.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$5.29 Million 3.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V MA AXP ORCC 5 stocks	$4.88 Million 3.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$4.84 Million 3.45% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP CRM 2 stocks	$4.43 Million 3.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$3.78 Million 2.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$3.77 Million 2.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$2.7 Million 1.92% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.68 Million 1.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2.26 Million 1.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$2.17 Million 1.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC C 4 stocks	$2.07 Million 1.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX BA 3 stocks	$1.97 Million 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T 2 stocks	$1.97 Million 1.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$1.85 Million 1.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.64 Million 1.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY BMY JNJ GILD 4 stocks	$1.48 Million 1.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services FOXA NFLX 2 stocks	$1.36 Million 0.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$914,543 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$857,753 0.61% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII 1 stocks	$555,470 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$496,900 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$481,445 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$408,392 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy PAA 1 stocks	$391,114 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$346,976 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$339,576 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$298,346 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$297,291 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$293,357 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$288,884 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$288,762 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology AVT 1 stocks	$285,783 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA 1 stocks	$284,122 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$280,155 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$274,445 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$268,588 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$266,172 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$231,382 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$227,334 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$223,475 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$201,687 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN 1 stocks	$112,732 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities NRGV 1 stocks	$9,596 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Atala Financial Inc Portfolio Holdings by Sector

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