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Portfolio (Quarterly) Guide ↗

Atala Financial Inc

· CIK 0002053756
13F Portfolio $149M AUM 117 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 55 Added 15 Reduced 14 Exited
Page 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 5,995.0 $571K 0.38% +85.0 +1.4% $95.17 -6.9%
62 CAT CATERPILLAR INC Industrials 778.0 $569K 0.38% +13.0 +1.7% $731.13 +20.3%
63 VB VANGUARD INDEX FDS 2,098.0 $555K 0.37% $264.70 +9.2%
64 CEV EATON VANCE CALIF MUN INCOM Financial Services 52,582.0 $531K 0.36% $10.10 +0.8%
65 AXP AMERICAN EXPRESS COMPANY Financial Services 1,743.0 $527K 0.35% -289.0 -14.2% $302.59 +3.0%
66 IWD ISHARES TR 2,424.0 $522K 0.35% $215.27 +9.8%
67 JNJ JOHNSON & JOHNSON Healthcare 2,122.0 $521K 0.35% +32.0 +1.5% $245.50 -4.5%
68 VGT VANGUARD INDEX FDS 727.0 $510K 0.34% +15.0 +2.1% $702.18 -83.5%
69 LLY ELI LILLY & CO Healthcare 533.0 $498K 0.33% +9.0 +1.7% $934.43 +14.0%
70 HAL HALLIBURTON CO Energy 12,960.0 $496K 0.33% $38.27 +8.4%
71 BMY BRISTOL MYERS SQUIBB CO Healthcare 7,592.0 $467K 0.31% $61.49 -3.3%
72 PAA PLAINS ALL AMERN PIPELINE L Energy 21,349.0 $466K 0.31% $21.83 +10.6%
73 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,384.0 $464K 0.31% $72.65 +6.7%
74 LII LENNOX INTL INC Industrials 986.0 $462K 0.31% +17.0 +1.8% $468.08 +3.5%
75 AVDE AMERICAN CENTY ETF TR 5,249.0 $453K 0.30% $86.23 +5.3%
76 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 31,586.0 $438K 0.29% $13.87 +2.2%
77 MU MICRON TECHNOLOGY INC Technology 1,190.0 $434K 0.29% +23.0 +2.0% $364.60 +106.0%
78 VGIT VANGUARD INTER-TERM TREAS INDEX FD 7,148.0 $426K 0.29% $59.55 -1.4%
79 CRWD CROWDSTRIKE HLDGS INC Technology 1,048.0 $413K 0.28% +123.0 +13.3% $393.87 +68.4%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 799.0 $399K 0.27% +14.0 +1.8% $499.14 -10.2%
Page 4 of 6  ·  117 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 32.1%
Financial Services 17.3%
Communication Services 15.6%
Consumer Cyclical 12.3%
Industrials 10.0%
Consumer Defensive 6.1%
Healthcare 3.3%
Energy 2.7%
Utilities 0.3%
Basic Materials 0.3%