Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $160 Billion
  • Q3 2025

Atala Financial Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $8.06B, Alphabet Inc. with a value of $8.06B, Roblox Corp with a value of $7.11B, International Business Machines Corp with a value of $5.83B, and Oracle Corp with a value of $5.58B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $145B to 160B.

Atala Financial Inc is based out at Calabasas, CA

Below you can find more details about Atala Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
Technology: $41.4 Billion
Communication Services: $26.5 Billion
ETFs: $24.4 Billion
Financial Services: $24 Billion
Consumer Cyclical: $14.6 Billion
Industrials: $10.7 Billion
Consumer Defensive: $6.55 Billion
Healthcare: $4.05 Billion
Other: $1.87 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$8.06 Billion 5.05% of portfolio
33,158
Q3 2025 Added 1.96%
$55.8B
$7.11 Billion 4.45% of portfolio
51,325
Q3 2025 Added 2.13%
$266B
$5.83 Billion 3.65% of portfolio
20,647
Q3 2025 Added 0.41%
$593B
$5.58 Billion 3.49% of portfolio
19,840
Q1 2025 Reduced 0.5%
$3.78T
$5.22 Billion 3.27% of portfolio
10,076
Q3 2025 Added 1.97%
$465B
$5.18 Billion 3.24% of portfolio
27,771
Q3 2025 Reduced 0.12%
$144B
$5.1 Billion 3.19% of portfolio
11,159
Q3 2025 Added 3.95%
$92.7B
$3.57 Billion 2.23% of portfolio
13,690
Q3 2025 Reduced 0.71%
$2.39T
$3.32 Billion 2.08% of portfolio
15,126
Q3 2025 Added 2.65%
$4.3T
$3.32 Billion 2.08% of portfolio
13,027
Q3 2025 Reduced 0.33%
$174B
$2.96 Billion 1.85% of portfolio
19,903
Q3 2025 Added 0.22%
$0
$2.94 Billion 1.84% of portfolio
271,119
Q3 2025 Added 5.37%
$152B
$2.85 Billion 1.79% of portfolio
11,571
Q3 2025 Reduced 0.49%
$279B
$2.76 Billion 1.73% of portfolio
26,740
Q4 2024 New
$170B
$2.65 Billion 1.66% of portfolio
18,337
Q4 2024 New
$187B
$2.53 Billion 1.58% of portfolio
15,178
Q4 2024 New
$1.37T
$2.25 Billion 1.41% of portfolio
3,059
Q3 2025 Added 7.18%
$1.74T
$2.23 Billion 1.4% of portfolio
9,173
Q3 2025 Added 0.17%
$193B
$2.07 Billion 1.29% of portfolio
18,054
Q3 2025 New
$151B
$2.07 Billion 1.29% of portfolio
5,858
Q3 2025 Added 20.02%
$306B
$2.03 Billion 1.27% of portfolio
30,677
Q4 2024 New
$71.6B
$2.03 Billion 1.27% of portfolio
30,198
Q3 2025 Added 6.12%
$0
$1.91 Billion 1.19% of portfolio
214,693
Q1 2025 Reduced 1.69%
$39.4B
$1.81 Billion 1.13% of portfolio
2,520
Q3 2025 Added 105.38%
$367B
$1.78 Billion 1.11% of portfolio
4,395
Q3 2025 Reduced 1.61%
$269B
$1.75 Billion 1.1% of portfolio
7,317
Q3 2025 Reduced 0.08%
$139B
$1.69 Billion 1.06% of portfolio
5,123
Q3 2025 Added 2.03%
$11.9B
$1.61 Billion 1.01% of portfolio
38,118
Q3 2025 Added 7.02%
$123B
$1.45 Billion 0.91% of portfolio
2,073
Q3 2025 Added 122.66%
$0
$1.45 Billion 0.91% of portfolio
132,180
Q3 2025 Added 3.93%
$128B
$1.38 Billion 0.86% of portfolio
589
Q3 2025 New
$0
$1.29 Billion 0.81% of portfolio
128,568
Q3 2025 Added 140.3%
$1.29T
$1.27 Billion 0.8% of portfolio
2,866
Q3 2025 Reduced 0.45%
$0
$1.25 Billion 0.78% of portfolio
117,275
Q3 2025 Added 9.38%
$0
$1.2 Billion 0.75% of portfolio
104,055
Q3 2025 Reduced 4.48%
$0
$1.08 Billion 0.68% of portfolio
107,716
Q3 2025 Reduced 26.51%
$404B
$1.09 Billion 0.68% of portfolio
1,181
Q4 2024 New
$0
$1.05 Billion 0.66% of portfolio
102,158
Q3 2025 Added 96.1%
$533B
$991 Million 0.62% of portfolio
2,904
Q4 2024 New
$881B
$974 Million 0.61% of portfolio
3,088
Q1 2025 Reduced 0.29%
$19.8B
$914 Million 0.57% of portfolio
14,500
Q4 2024 New
$258B
$765 Million 0.48% of portfolio
4,569
Q3 2025 Added 6.03%
$0
$757 Million 0.47% of portfolio
69,147
Q3 2025 Added 27.84%
$512B
$732 Million 0.46% of portfolio
1,287
Q4 2024 New
$255B
$675 Million 0.42% of portfolio
2,032
Q4 2024 New
$317B
$658 Million 0.41% of portfolio
7,853
Q4 2024 New
$0
$628 Million 0.39% of portfolio
59,480
Q2 2025 Reduced 34.03%
$16.7B
$513 Million 0.32% of portfolio
969
Q4 2024 New
$49.1B
$493 Million 0.31% of portfolio
411
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $160 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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