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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
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD PROLOGIS INC. Real Estate 6,596.0 $894K 0.67% -264.0 -3.9% $135.46 +3.9%
42 MCK MCKESSON CORP Healthcare 1,132.0 $855K 0.64% -368.0 -24.5% $755.58 +18.2%
43 NOC NORTHROP GRUMMAN CORP Industrials 1,619.0 $825K 0.61% +136.0 +9.2% $509.40 +7.1%
44 WMT WALMART INC Consumer Defensive 7,173.0 $812K 0.60% -1K -13.6% $113.26 -9.0%
45 MELI MERCADOLIBRE INC Consumer Cyclical 467.0 $793K 0.59% NEW $1697.39 +15.8%
46 FDX FEDEX CORP Industrials 2,528.0 $792K 0.59% -584.0 -18.8% $313.13 +5.7%
47 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,568.0 $779K 0.58% NEW $496.73 +9.1%
48 AEP AMERICAN ELEC PWR CO INC Utilities 5,666.0 $775K 0.58% NEW $136.81 -10.6%
49 CVX CHEVRON CORPORATION Energy 4,517.0 $749K 0.56% -451.0 -9.1% $165.77 +21.8%
50 OXY OCCIDENTAL PETE CORP Energy 15,270.0 $742K 0.55% -3K -17.7% $48.57 +21.7%
51 FTEC FIDELITY COVINGTON TRUST 2,576.0 $736K 0.55% -343.0 -11.8% $285.63 +0.3%
52 APOS APOLLO GLOBAL MGMT INC 6,153.0 $728K 0.54% +145.0 +2.4% $118.32
53 KASPI KZ JSC 7,457.0 $646K 0.48% +3K +52.5% $86.64
54 REGN REGENERON PHARMACEUTICALS Healthcare 1,025.0 $639K 0.47% +35.0 +3.5% $623.55 +27.4%
55 INGERSOLL RAND INC 7,662.0 $628K 0.47% +619.0 +8.8% $81.99
56 JEPI J P MORGAN EXCHANGE TRADED F 10,654.0 $602K 0.45% -1K -11.5% $56.48 +2.3%
57 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,989.0 $522K 0.39% +222.0 +3.9% $87.22 +3.9%
58 ASX ASE TECHNOLOGY HLDG CO LTD Technology 10,112.0 $456K 0.34% -83.0 -0.8% $45.12 -16.3%
59 DGRO ISHARES TR 5,954.0 $451K 0.34% $75.79 +4.7%
60 TMUS T-MOBILE US INC Communication Services 2,642.0 $443K 0.33% +190.0 +7.8% $167.70 +8.2%
Page 3 of 6  ·  104 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 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%