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Portfolio (Quarterly) Guide ↗

Athena Investment Management

· CIK 0001921093
13F Portfolio $169M AUM 132 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 5 Added 104 Reduced 25 Exited
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADM Archer-Daniels-Midland Co Consumer Defensive 10,625.0 $812K 0.48% -3K -22.3% $76.40 +6.7%
42 AMGN Amgen Incorporated Healthcare 2,236.0 $810K 0.48% -2K -42.4% $362.12 +19.4%
43 PG Procter & Gamble Co. Consumer Defensive 5,496.0 $806K 0.48% -882.0 -13.8% $146.63 -2.0%
44 AT&T Inc. 35,962.0 $744K 0.44% -8K -18.9% $20.70
45 ABT Abbott Laboratories Healthcare 8,167.0 $741K 0.44% -2K -22.2% $90.74 +23.9%
46 KMB Kimberly-Clark Corp Consumer Defensive 6,722.0 $738K 0.44% -3K -32.9% $109.76 -0.2%
47 ADI Analog Devices Technology 1,814.0 $720K 0.43% -452.0 -19.9% $397.17 -8.9%
48 IJH iShares Core S&P Mid-Cap ETF 9,318.0 $718K 0.43% -70.0 -0.8% $77.11 -1.7%
49 VXUS Vanguard Total International Stock ETF 8,277.0 $708K 0.42% -741.0 -8.2% $85.49 +2.4%
50 LHX L3Harris Technologies Inc. Industrials 2,352.0 $683K 0.41% -684.0 -22.5% $290.59 -9.6%
51 Berkshire Hathaway Cl. B 1,350.0 $676K 0.40% -1K -46.6% $500.39
52 HPQ HP Inc. Technology 30,589.0 $671K 0.40% -12K -27.4% $21.94 +39.1%
53 WMT Wal-Mart Stores Inc Consumer Defensive 5,718.0 $648K 0.38% -3K -31.7% $113.25 -9.0%
54 MCD McDonalds Corp Consumer Cyclical 2,349.0 $635K 0.38% -2K -41.0% $270.31 -2.0%
55 BMY Bristol-Myers Squibb Co Healthcare 10,950.0 $631K 0.37% -4K -27.6% $57.62 +15.6%
56 QCOM QUALCOMM Inc. Technology 3,356.0 $620K 0.37% -2K -40.2% $184.80 -11.2%
57 DE Deere & Co. Industrials 940.0 $596K 0.35% -318.0 -25.3% $634.33 -0.6%
58 MPC Marathon Petroleum Corp. Energy 2,246.0 $574K 0.34% -1K -35.1% $255.67 +44.3%
59 GEV GE Vernova Inc Utilities 477.0 $560K 0.33% -274.0 -36.5% $1174.86 -22.4%
60 RS Reliance Inc. Basic Materials 1,459.0 $545K 0.32% -885.0 -37.8% $373.60 +3.7%
Page 3 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 15.7%
Healthcare 14.3%
Industrials 12.9%
Consumer Defensive 7.4%
Communication Services 3.9%
Consumer Cyclical 3.9%
Energy 3.9%
Utilities 2.6%
Basic Materials 1.7%