Atala Financial Inc Portfolio Holdings by Sector

Atala Financial Inc

$142 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services MUC WIW NZF NAC BFK NVG MYD MUE 24 stocks	$16.3 Million 11.91% of portfolio	24	-	24	-	0 Calls 0 Puts
ETFs \| ETFs AVUV AVUS IWF IWR IWV VEA VO VHT 68 stocks	$14.5 Million 10.6% of portfolio	68	-	68	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META SPOT Z ZG 6 stocks	$9.22 Million 6.74% of portfolio	6	-	6	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FISV JKHY LDOS FIS BR 7 stocks	$8.74 Million 6.38% of portfolio	7	-	7	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PANW CRWD PLTR FOUR STNE 12 stocks	$8.41 Million 6.15% of portfolio	12	-	12	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM AVGO MU AMD TXN FORM ADI 13 stocks	$7.63 Million 5.57% of portfolio	13	-	13	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$5.74 Million 4.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology SHOP CRM FICO INTU BSY AZPN NOW COIN 19 stocks	$4.9 Million 3.58% of portfolio	19	-	19	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT PCAR 3 stocks	$4.88 Million 3.57% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONO 2 stocks	$4.38 Million 3.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V MA AXP ORCC SYF COF IX 8 stocks	$4.22 Million 3.08% of portfolio	8	-	8	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS EDR FOXA NFLX MSGS 5 stocks	$4.06 Million 2.96% of portfolio	5	-	5	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR CHH HLT WH 4 stocks	$3.88 Million 2.83% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI EBAY CPNG RVLV 5 stocks	$3.74 Million 2.73% of portfolio	5	-	5	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$3.51 Million 2.56% of portfolio	3	-	3	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX EA 2 stocks	$2.91 Million 2.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2.22 Million 1.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP CCEP 3 stocks	$2.2 Million 1.61% of portfolio	3	-	3	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY BMY MRK JNJ GILD ABBV AMGN NVS 9 stocks	$2.06 Million 1.51% of portfolio	9	-	9	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX LHX BA CW LMT HWM NOC 10 stocks	$1.93 Million 1.41% of portfolio	10	-	10	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T VZ 3 stocks	$1.86 Million 1.36% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.79 Million 1.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC C 4 stocks	$1.78 Million 1.3% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM RACE 3 stocks	$1.23 Million 0.89% of portfolio	3	-	3	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$1.07 Million 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LII JCI TT CARR 4 stocks	$740,480 0.54% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC ERIE AON 3 stocks	$690,723 0.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH EMR AME ETN GE AOS ITW ROP 11 stocks	$684,454 0.5% of portfolio	11	-	11	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM TTE BP 4 stocks	$642,327 0.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH MOH ELV CI 4 stocks	$636,941 0.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IDXX IQV DHR WAT 5 stocks	$559,870 0.41% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy PAA PAGP TRGP OKE 4 stocks	$496,306 0.36% of portfolio	4	-	4	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG HIMS KMB CHD UL 5 stocks	$496,025 0.36% of portfolio	5	-	5	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC WAB 4 stocks	$455,475 0.33% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BIO SYK ZBH BSX MDT EW ZIMV 10 stocks	$444,485 0.32% of portfolio	10	-	10	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA DUK NEE WEC PNW SO ED 7 stocks	$442,103 0.32% of portfolio	7	-	7	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$439,692 0.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO ICE SPGI CME 4 stocks	$429,936 0.31% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS IBKR LPLA SCHW MS 5 stocks	$414,118 0.3% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL SLB TS 3 stocks	$373,048 0.27% of portfolio	3	-	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$361,790 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$332,118 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI MGRC 2 stocks	$309,709 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET UNM 3 stocks	$300,632 0.22% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OXY TPL DVN MUR EOG 6 stocks	$291,241 0.21% of portfolio	6	-	6	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology AVT 1 stocks	$281,691 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD DPZ YUM 4 stocks	$279,731 0.2% of portfolio	4	-	4	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO ZBRA MSI 3 stocks	$273,246 0.2% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials BCPC ASH SHW RPM CBT APD ECL 7 stocks	$222,092 0.16% of portfolio	7	-	7	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$202,263 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG EQH AIG 4 stocks	$186,565 0.14% of portfolio	4	-	4	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN VRTX NVO RVNC ORMP 5 stocks	$185,363 0.14% of portfolio	5	-	5	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN ZTS TLRY VTRS 4 stocks	$165,106 0.12% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV MPC VLO PSX 4 stocks	$154,186 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN PHM 3 stocks	$149,743 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO GWW POOL SITE WCC 5 stocks	$147,344 0.11% of portfolio	5	-	5	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FCBC WAL CADE SFNC FITB FBP UNCRY FIBK 9 stocks	$144,674 0.11% of portfolio	9	-	9	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$141,384 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology TER AMAT ASML KLAC 4 stocks	$123,511 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$112,430 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GPK 1 stocks	$108,640 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities BKH SRE OTTR 3 stocks	$104,903 0.08% of portfolio	3	-	3	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX EXPO VRSK BAH 4 stocks	$92,163 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$85,408 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$84,517 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR WRB CB CINF KMPR ALL 6 stocks	$79,251 0.06% of portfolio	6	-	6	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL BFAM 2 stocks	$78,831 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials DLB PFMT CTAS 3 stocks	$45,403 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials ZWS 1 stocks	$44,051 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare CHE HCA AGL 3 stocks	$39,724 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Trucking \| Industrials SAIA 1 stocks	$36,458 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$35,153 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN AIZ 2 stocks	$33,763 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$33,625 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical THO LCII 2 stocks	$32,573 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG CF 2 stocks	$30,660 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities NRGV 1 stocks	$30,522 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH JBL 2 stocks	$30,045 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
N/A \| N/A RMI 1 stocks	$28,268 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate VNO HIW 2 stocks	$28,188 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG OSUR 2 stocks	$26,227 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical MOV 1 stocks	$22,750 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$21,656 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$21,350 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$20,868 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY GME 2 stocks	$19,098 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX DLR CCI 3 stocks	$19,092 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$17,702 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD 1 stocks	$15,588 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$15,285 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$10,355 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Gold \| Basic Materials WPM AEM 2 stocks	$9,942 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$9,888 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM JHX 2 stocks	$9,457 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$8,811 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$8,562 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate PEAK 1 stocks	$8,534 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$7,399 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$7,254 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology NTAP 1 stocks	$6,617 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$6,607 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology RUN 1 stocks	$6,475 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$6,315 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$6,115 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RGA 1 stocks	$5,982 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services RKT 1 stocks	$5,067 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IPG 1 stocks	$4,960 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$3,178 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate PMT 1 stocks	$3,148 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY 1 stocks	$2,807 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials AAL LUV 2 stocks	$2,764 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PTON 1 stocks	$879 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical LEVI 1 stocks	$692 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$222 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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