BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AFL Aflac Inc Financial Services 14,811.0 $1.7M 1.03% -3K -14.6% $117.25 -0.6%
22 EFA IShares MSCI EAFE Index 16,414.0 $1.7M 1.01% -4K -21.4% $103.88 +3.7%
23 PEP Pepsico Inc. Consumer Defensive 12,117.0 $1.6M 0.97% -2K -15.8% $135.40 +4.2%
24 IVV iShares S&P 500 Index 2,180.0 $1.6M 0.97% -127.0 -5.5% $748.89 +3.2%
25 AMAT Applied Materials Technology 2,236.0 $1.6M 0.96% -792.0 -26.2% $723.00 -36.1%
26 IBM International Business Machines Technology 5,561.0 $1.6M 0.93% -874.0 -13.6% $281.21 -16.2%
27 CSCO Cisco Systems Inc. Technology 12,650.0 $1.5M 0.88% -4K -23.9% $117.46 -6.4%
28 CVX Chevron Corporation Energy 8,789.0 $1.5M 0.86% -2K -15.5% $165.76 +21.8%
29 SCHE Schwab Emerging Markets Equity ETF 40,038.0 $1.5M 0.86% -7K -14.0% $36.26 +2.5%
30 Bank of America Corp 25,025.0 $1.4M 0.84% -4K -14.9% $56.98
31 NOC Northrop Grumman Corp Industrials 2,699.0 $1.4M 0.81% $509.31 +7.1%
32 ExxonMobil Holdings Corp 9,979.0 $1.4M 0.81% NEW $136.72
33 HPE Hewlett Packard Enterprises Technology 29,828.0 $1.3M 0.80% -14K -31.3% $45.11 +15.9%
34 SCHV Schwab U.S. Large-Cap Value ETF 38,450.0 $1.3M 0.79% $34.81 -0.6%
35 JNJ Johnson & Johnson Healthcare 5,245.0 $1.3M 0.79% -3K -35.9% $253.97 +5.5%
36 GOOGL Alphabet Inc. Cl. A Communication Services 3,654.0 $1.3M 0.77% -1K -24.1% $357.37 -3.0%
37 VDE Vanguard Energy Sector ETF 8,561.0 $1.3M 0.76% -2K -19.6% $150.13 +17.6%
38 TXN Texas Instruments, Inc. Technology 3,643.0 $1.1M 0.64% $298.07 -13.2%
39 VTRS Viatris Inc. Healthcare 65,637.0 $1.0M 0.62% -6K -9.0% $15.88 +2.9%
40 NSC Norfolk Southern Corp Industrials 3,273.0 $1.0M 0.61% -270.0 -7.6% $314.59 +10.8%
Page 2 of 7  ·  132 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%