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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WTM White Mountain Insurance Group Ltd. Financial Services 114.0 $236K 0.14% -110.0 -49.1% $2073.39 +3.0%
122 D Dominion Energy Inc. Utilities 3,457.0 $236K 0.14% -523.0 -13.1% $68.29 -4.1%
123 IFF International Flavors and Fragrances Basic Materials 2,977.0 $236K 0.14% -200.0 -6.3% $79.22 +11.0%
124 GD General Dynamics Corp. Industrials 656.0 $232K 0.14% -103.0 -13.6% $354.24 +7.1%
125 NLR Vaneck Uranium & Nuclear Energy ETF 2,000.0 $232K 0.14% $115.98 +1.8%
126 Labcorp Holdings Inc. 795.0 $223K 0.13% -232.0 -22.6% $280.00
127 DOW Dow Inc. Basic Materials 8,027.0 $220K 0.13% -1K -14.3% $27.36 +11.5%
128 KMI Kinder Morgan, Inc. Energy 6,807.0 $218K 0.13% -768.0 -10.1% $31.97 -1.3%
129 VIG Vanguard Dividend Appreciation ETF 915.0 $217K 0.13% NEW $236.64 +2.7%
130 SO Southern Company Utilities 2,208.0 $211K 0.12% -250.0 -10.2% $95.71 -7.8%
131 WBD Warner Bros. Discovery Inc. Communication Services 7,759.0 $207K 0.12% -2K -18.5% $26.66 +7.9%
132 GT Goodyear Tire & Rubber Co Consumer Cyclical 11,476.0 $76K 0.04% -4K -26.5% $6.60 -3.8%
Page 7 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%