Athena Investment Management Portfolio Holdings
Athena Investment Management
- $181 Million
- Q3 2025
Athena Investment Management has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $34.5M, Schwab Strategic Tr Intl Eqty with a value of $8.7M, Schwab Strategic Tr Us Small C with a value of $8.44M, Jpmorgan Chase & CO with a value of $7.72M, and Microsoft Corp with a value of $7.21M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $153M to 181M.
Below you can find more details about Athena Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$181 Million
ETFs: $85.8 Million
Technology: $26.4 Million
Financial Services: $16.2 Million
Industrials: $13.4 Million
Healthcare: $13.2 Million
Consumer Defensive: $7.47 Million
Energy: $5.5 Million
Consumer Cyclical: $5.01 Million
Other: $7.92 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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