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Portfolio (Quarterly) Guide ↗

Athena Investment Management

· CIK 0001921093
13F Portfolio $195M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 155 New
Page 1 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHX Schwab U.S. Large-Cap ETF 1,306,764.0 $35.2M 18.02% NEW $26.91 +7.0%
2 SCHF Schwab International Equity ETF 374,454.0 $9.0M 4.61% NEW $24.04 +14.0%
3 SCHA Schwab U.S. Small-Cap ETF 299,745.0 $8.5M 4.37% NEW $28.48 +24.6%
4 JPM JP Morgan Chase & Co. Financial Services 24,278.0 $7.8M 4.01% NEW $322.22 +2.1%
5 MSFT Microsoft Corp Technology 13,947.0 $6.7M 3.46% NEW $483.62 -22.9%
6 AAPL Apple Inc. Technology 17,021.0 $4.6M 2.37% NEW $271.86 +4.4%
7 SCHG Schwab U.S. Large-Cap Growth ETF 128,302.0 $4.2M 2.14% NEW $32.62 +0.6%
8 UnitedHealth Group Inc. 12,353.0 $4.1M 2.09% NEW $330.12
9 RTX RTX Corp. Industrials 15,296.0 $2.8M 1.44% NEW $183.40 +2.5%
10 ABBV AbbVie Inc. Healthcare 11,340.0 $2.6M 1.33% NEW $228.49 +10.1%
11 GE Aerospace 8,368.0 $2.6M 1.32% NEW $308.03
12 SCHM Schwab U.S. Mid-Cap ETF 82,959.0 $2.5M 1.28% NEW $30.07 +20.4%
13 VV Vanguard Large Cap ETF 7,591.0 $2.4M 1.22% NEW $314.80 +6.9%
14 IWM iShares Russell 2000 Index 9,629.0 $2.4M 1.21% NEW $246.16 +21.0%
15 PEP Pepsico Inc. Consumer Defensive 16,383.0 $2.4M 1.21% NEW $143.52 -1.5%
16 AVGO Broadcom Inc. Technology 6,351.0 $2.2M 1.13% NEW $346.10 +5.5%
17 HD Home Depot Consumer Cyclical 6,281.0 $2.2M 1.11% NEW $344.08 +1.4%
18 EFA IShares MSCI EAFE Index 20,869.0 $2.0M 1.03% NEW $96.03 +6.8%
19 AFL Aflac Inc Financial Services 17,676.0 $1.9M 1.00% NEW $110.27 +9.0%
20 IBM International Business Machines Technology 6,435.0 $1.9M 0.98% NEW $296.21 -8.3%
Page 1 of 8  ·  155 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 27.6%
Financial Services 17.8%
Healthcare 14.9%
Industrials 13.5%
Consumer Defensive 7.0%
Energy 5.2%
Communication Services 5.0%
Consumer Cyclical 4.6%
Utilities 2.7%
Basic Materials 1.7%