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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLS CELESTICA INC Technology 1,207.0 $440K 0.33% +239.0 +24.7% $364.80 -18.1%
62 JNJ JOHNSON & JOHNSON Healthcare 1,647.0 $418K 0.31% -28.0 -1.7% $253.89 +5.6%
63 APH AMPHENOL CORP Technology 2,307.0 $407K 0.30% NEW $176.32 -10.5%
64 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,507.0 $402K 0.30% +2K +34.8% $61.76 -9.1%
65 VSDA VICTORY PORTFOLIOS II 6,730.0 $392K 0.29% -36.0 -0.5% $58.18 +3.3%
66 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,230.0 $386K 0.29% +14.0 +0.6% $173.10 -6.2%
67 SAN BANCO SANTANDER SA Financial Services 27,041.0 $373K 0.28% +2K +7.9% $13.80 +6.3%
68 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 15,378.0 $363K 0.27% +1K +10.6% $23.58 +9.9%
69 SLB SLB LIMITED Energy 7,706.0 $358K 0.27% -1K -15.7% $46.49 +23.3%
70 SPACE EXPLORATION TECHN CORP 2,035.0 $348K 0.26% NEW $170.86
71 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,340.0 $345K 0.26% NEW $19.89 +15.1%
72 UBS UBS GROUP AG Financial Services 6,908.0 $342K 0.26% +644.0 +10.3% $49.56 +10.8%
73 FERROVIAL NV 4,914.0 $337K 0.25% +230.0 +4.9% $68.62
74 HEI HEICO CORP NEW Industrials 941.0 $335K 0.25% NEW $356.19 -5.5%
75 META META PLATFORMS INC Communication Services 595.0 $335K 0.25% -279.0 -31.9% $563.27 +2.6%
76 HSAI HESAI GROUP Consumer Cyclical 18,318.0 $334K 0.25% NEW $18.22 -4.4%
77 V VISA INC Financial Services 965.0 $331K 0.25% +43.0 +4.7% $343.18 +11.2%
78 CDNS CADENCE DESIGN SYSTEM INC Technology 868.0 $326K 0.24% -10.0 -1.1% $375.32 -9.3%
79 FNV FRANCO NEV CORP Basic Materials 1,529.0 $319K 0.24% +83.0 +5.7% $208.49 +27.7%
80 DFAE DIMENSIONAL ETF TRUST 7,875.0 $317K 0.24% -7K -45.3% $40.21 -1.0%
Page 4 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%