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Portfolio (Quarterly) Guide ↗

Atala Financial Inc

· CIK 0002053756
13F Portfolio $157M AUM 122 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 122 New
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 524.0 $563K 0.36% NEW $1074.68 -0.9%
62 NFLX NETFLIX INC Communication Services 5,910.0 $554K 0.35% NEW $93.76 -5.5%
63 LRCX LAM RESEARCH CORP Technology 3,177.0 $544K 0.35% NEW $171.18 +78.4%
64 VB VANGUARD INDEX FDS 2,098.0 $541K 0.34% NEW $257.95 +12.1%
65 VGT VANGUARD INDEX FDS 712.0 $537K 0.34% NEW $753.55 -84.6%
66 CEV EATON VANCE CALIF MUN INCOM Financial Services 52,582.0 $528K 0.34% NEW $10.04 +1.4%
67 IWD ISHARES TR 2,424.0 $510K 0.33% NEW $210.34 +12.4%
68 XLY SELECT SECTOR SPDR TR 4,135.0 $498K 0.32% NEW $120.34 -1.0%
69 COHR COHERENT CORP Technology 2,669.0 $493K 0.31% NEW $184.57 +104.6%
70 LII LENNOX INTL INC Industrials 969.0 $471K 0.30% NEW $485.58 -0.2%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 785.0 $455K 0.29% NEW $579.45 -22.6%
72 CAT CATERPILLAR INC Industrials 765.0 $438K 0.28% NEW $572.87 +53.6%
73 CRWD CROWDSTRIKE HLDGS INC Technology 925.0 $434K 0.28% NEW $468.76 +41.5%
74 JNJ JOHNSON & JOHNSON Healthcare 2,090.0 $433K 0.28% NEW $206.95 +13.2%
75 AVDE AMERICAN CENTY ETF TR 5,249.0 $432K 0.28% NEW $82.32 +10.3%
76 VGIT VANGUARD INTER-TERM TREAS INDEX FD 7,148.0 $428K 0.27% NEW $59.93 -2.0%
77 CVX CHEVRON CORP NEW Energy 2,796.0 $426K 0.27% NEW $152.41 +25.6%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 2,350.0 $418K 0.27% NEW $177.75 -23.0%
79 BMY BRISTOL MYERS SQUIBB CO Healthcare 7,592.0 $410K 0.26% NEW $53.94 +10.2%
80 IOO ISHARES TR 3,118.0 $395K 0.25% NEW $126.67 +11.8%
Page 4 of 7  ·  122 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 38.1%
Communication Services 16.4%
Financial Services 13.8%
Consumer Cyclical 11.6%
Industrials 8.5%
Consumer Defensive 5.2%
Healthcare 4.7%
Energy 0.9%
Basic Materials 0.5%
Utilities 0.3%