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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $103M AUM 106 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,212.0 $396K 0.39% NEW $63.72 +43.0%
62 QCOM QUALCOMM INC Technology 2,291.0 $392K 0.38% NEW $171.04 +18.4%
63 URI UNITED RENTALS INC Industrials 476.0 $385K 0.37% NEW $808.90 +15.7%
64 ABNB AIRBNB INC Consumer Cyclical 2,717.0 $369K 0.36% NEW $135.72 -1.1%
65 VSDA VICTORY PORTFOLIOS II 6,918.0 $365K 0.35% NEW $52.78 +4.5%
66 INGERSOLL RAND INC 4,566.0 $362K 0.35% NEW $79.22
67 SHOP SHOPIFY INC Technology 2,187.0 $352K 0.34% NEW $160.97 -34.8%
68 JNJ JOHNSON & JOHNSON Healthcare 1,685.0 $349K 0.34% NEW $206.99 +12.0%
69 KASPI KZ JSC 4,458.0 $348K 0.34% NEW $78.13
70 TER TERADYNE INC Technology 1,766.0 $342K 0.33% NEW $193.57 +77.9%
71 SLB SLB LIMITED Energy 8,899.0 $342K 0.33% NEW $38.38 +49.2%
72 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,781.0 $340K 0.33% NEW $90.03 +4.9%
73 SAP SAP SE Technology 1,393.0 $338K 0.33% NEW $242.92 -25.9%
74 SCHD SCHWAB STRATEGIC TR 12,198.0 $335K 0.33% NEW $27.43 +17.6%
75 NRG NRG ENERGY INC Utilities 2,026.0 $323K 0.31% NEW $159.25 -14.0%
76 TMUS T-MOBILE US INC Communication Services 1,570.0 $319K 0.31% NEW $203.00 -6.3%
77 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,488.0 $292K 0.28% NEW $117.52 +8.2%
78 NVO NOVO-NORDISK A S Healthcare 5,696.0 $290K 0.28% NEW $50.88 -12.8%
79 V VISA INC Financial Services 822.0 $288K 0.28% NEW $350.92 -5.7%
80 SCHE SCHWAB STRATEGIC TR 8,705.0 $285K 0.28% NEW $32.75 +8.6%
Page 4 of 6  ·  106 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 23.5%
Financial Services 17.0%
Energy 12.6%
Consumer Cyclical 11.1%
Industrials 7.9%
Healthcare 7.9%
Consumer Defensive 7.0%
Communication Services 5.5%
Basic Materials 3.2%
Utilities 3.1%