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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $134M AUM 104 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 44 Added 32 Reduced 22 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GDX VANECK ETF TRUST 16,025.0 $1.2M 0.90% NEW $75.45 +31.1%
2 TFLO ISHARES TR 20,964.0 $1.1M 0.79% NEW $50.63 +0.0%
3 ABBV ABBVIE INC Healthcare 3,761.0 $946K 0.70% NEW $251.66 +1.7%
4 MELI MERCADOLIBRE INC Consumer Cyclical 467.0 $793K 0.59% NEW $1697.39 +15.1%
5 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,568.0 $779K 0.58% NEW $496.73 +9.1%
6 AEP AMERICAN ELEC PWR CO INC Utilities 5,666.0 $775K 0.58% NEW $136.81 -10.7%
7 APH AMPHENOL CORP Technology 2,307.0 $407K 0.30% NEW $176.32 -10.3%
8 SPACE EXPLORATION TECHN CORP 2,035.0 $348K 0.26% NEW $170.86
9 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,340.0 $345K 0.26% NEW $19.89 +14.8%
10 HEI HEICO CORP NEW Industrials 941.0 $335K 0.25% NEW $356.19 -7.0%
11 HSAI HESAI GROUP Consumer Cyclical 18,318.0 $334K 0.25% NEW $18.22 -4.7%
12 ETN EATON CORP PLC Industrials 709.0 $302K 0.23% NEW $426.37 -5.3%
13 KKR KKR & CO INC 3,278.0 $301K 0.22% NEW $91.78
14 BDX BECTON DICKINSON & CO Healthcare 1,923.0 $291K 0.22% NEW $151.31 +25.7%
15 TT TRANE TECHNOLOGIES PLC Industrials 558.0 $274K 0.20% NEW $491.19 -8.7%
16 ZTS ZOETIS INC Healthcare 3,774.0 $271K 0.20% NEW $71.86 +7.4%
17 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 971.0 $246K 0.18% NEW $253.16 -17.9%
18 LLY ELI LILLY & CO Healthcare 202.0 $242K 0.18% NEW $1199.59 -2.7%
19 IYW ISHARES TR 942.0 $238K 0.18% NEW $252.28 -0.3%
20 FEDEX FGHT HLDG CO INC 1,542.0 $233K 0.17% NEW $151.00

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 26.6%
Financial Services 15.6%
Consumer Cyclical 10.9%
Energy 10.7%
Healthcare 10.3%
Industrials 7.9%
Consumer Defensive 6.3%
Basic Materials 4.0%
Utilities 3.7%
Communication Services 2.7%