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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY Lilly (Eli) & C. Healthcare 831.0 $997K 0.59% -450.0 -35.1% $1199.43 -2.2%
42 PFE Pfizer Inc. Healthcare 41,018.0 $988K 0.59% -11K -21.6% $24.08 +16.1%
43 VO Vanguard Mid-Cap ETF 12,250.0 $987K 0.58% +9K +271.8% $80.57 +2.4%
44 MRK Merck & Company Inc Healthcare 7,598.0 $976K 0.58% -1K -13.4% $128.51 +15.4%
45 CAT Caterpillar Inc Industrials 906.0 $965K 0.57% -381.0 -29.6% $1064.90 -24.9%
46 VB Vanguard Small-Cap ETF 3,054.0 $926K 0.55% -527.0 -14.7% $303.08 -0.8%
47 VZ Verizon Communications Communication Services 21,246.0 $900K 0.53% -5K -20.4% $42.34 +18.3%
48 VHT Vanguard Health Care Sector ETF 2,718.0 $813K 0.48% -85.0 -3.0% $299.01 +7.3%
49 ADM Archer-Daniels-Midland Co Consumer Defensive 10,625.0 $812K 0.48% -3K -22.3% $76.40 +6.7%
50 AMGN Amgen Incorporated Healthcare 2,236.0 $810K 0.48% -2K -42.4% $362.12 +19.4%
51 PG Procter & Gamble Co. Consumer Defensive 5,496.0 $806K 0.48% -882.0 -13.8% $146.63 -2.0%
52 SPY SPDR S&P 500 ETF Financial Services 1,005.0 $750K 0.45% $746.58 +3.1%
53 AT&T Inc. 35,962.0 $744K 0.44% -8K -18.9% $20.70
54 ABT Abbott Laboratories Healthcare 8,167.0 $741K 0.44% -2K -22.2% $90.74 +23.9%
55 KMB Kimberly-Clark Corp Consumer Defensive 6,722.0 $738K 0.44% -3K -32.9% $109.76 -0.2%
56 ADI Analog Devices Technology 1,814.0 $720K 0.43% -452.0 -19.9% $397.17 -8.9%
57 IJH iShares Core S&P Mid-Cap ETF 9,318.0 $718K 0.43% -70.0 -0.8% $77.11 -1.7%
58 KEYS Keysight Technologies Technology 2,026.0 $709K 0.42% $350.07 -8.6%
59 VXUS Vanguard Total International Stock ETF 8,277.0 $708K 0.42% -741.0 -8.2% $85.49 +2.4%
60 LHX L3Harris Technologies Inc. Industrials 2,352.0 $683K 0.41% -684.0 -22.5% $290.59 -9.6%
Page 3 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%