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Portfolio (Quarterly) Guide ↗

Athena Investment Management

· CIK 0001921093
13F Portfolio $193M AUM 153 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 14 Added 33 Reduced 5 Exited
Page 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMZN Amazon.com Inc Consumer Cyclical 1,141.0 $238K 0.12% $208.27 +17.3%
142 SO Southern Company Utilities 2,458.0 $237K 0.12% $96.52 -3.6%
143 IFF International Flavors and Fragrances Basic Materials 3,177.0 $230K 0.12% $72.55 +5.7%
144 ACN Accenture Ltd. Technology 1,144.0 $227K 0.12% $198.29 -35.5%
145 IWR iShares Russell Mid-Cap Index 2,299.0 $224K 0.12% $97.24 +11.6%
146 OXY Occidental Petroleum Energy 3,373.0 $219K 0.11% -2K -37.6% $65.00 -20.3%
147 CAH Cardinal Health Inc. Healthcare 1,025.0 $217K 0.11% -135.0 -11.6% $211.31 +4.9%
148 PCG PG&E Corp Utilities 12,310.0 $216K 0.11% $17.57 -6.2%
149 GEHC GE Healthcare Technologies Inc. Healthcare 3,019.0 $215K 0.11% $71.18 -13.5%
150 UNP Union Pacific Corp. Industrials 873.0 $212K 0.11% $242.62 +5.9%
151 VTI Vanguard Total Stock Market ETF 637.0 $204K 0.11% NEW $320.81 +15.3%
152 IWP IShares Russell Mid-Cap Growth ETF 1,590.0 $204K 0.11% $128.14 +10.8%
153 GT Goodyear Tire & Rubber Co Consumer Cyclical 15,610.0 $103K 0.05% $6.63 -6.6%
Page 8 of 8  ·  153 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 25.8%
Financial Services 16.5%
Healthcare 15.0%
Industrials 13.8%
Consumer Defensive 7.5%
Energy 7.3%
Communication Services 5.0%
Consumer Cyclical 4.4%
Utilities 2.8%
Basic Materials 2.1%