Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $157 Billion
  • Q4 2025

Atala Financial Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10B, Vanguard Total Stock Market Et with a value of $8.4B, International Business Machines Corp with a value of $6.18B, Deere & CO with a value of $5.2B, and Microsoft Corp with a value of $4.62B.

Examining the 13F form we can see an decrease of $2.91B in the current position value, from $160B to 157B.

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 $157 Billion
Technology: $39.9 Billion
ETFs: $25.8 Billion
Communication Services: $24.6 Billion
Financial Services: $23 Billion
Consumer Cyclical: $14.5 Billion
Industrials: $10.6 Billion
Consumer Defensive: $6.49 Billion
Healthcare: $3.9 Billion
Other: $1.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$10 Billion 6.39% of portfolio
31,988
Q4 2025 Reduced 3.53%
$266B
$6.18 Billion 3.94% of portfolio
20,870
Q4 2025 Added 1.08%
$144B
$5.2 Billion 3.31% of portfolio
11,159
Q3 2025 Added 3.95%
$3.78T
$4.62 Billion 2.94% of portfolio
9,545
Q4 2025 Reduced 5.27%
$465B
$4.49 Billion 2.86% of portfolio
24,064
Q4 2025 Reduced 13.35%
$92.7B
$4.25 Billion 2.71% of portfolio
13,690
Q3 2025 Reduced 0.71%
$55.8B
$4.18 Billion 2.67% of portfolio
51,634
Q4 2025 Added 0.6%
$593B
$3.75 Billion 2.39% of portfolio
19,224
Q4 2025 Reduced 3.1%
$2.39T
$3.26 Billion 2.08% of portfolio
14,134
Q4 2025 Reduced 6.56%
$174B
$3.2 Billion 2.04% of portfolio
19,899
Q4 2025 Reduced 0.02%
$4.3T
$2.99 Billion 1.91% of portfolio
10,996
Q4 2025 Reduced 15.59%
$279B
$2.93 Billion 1.87% of portfolio
26,320
Q4 2025 Reduced 1.57%
$0
$2.89 Billion 1.84% of portfolio
272,736
Q4 2025 Added 0.6%
$237B
$2.87 Billion 1.83% of portfolio
10,825
Q4 2025 Added 6.79%
$1.74T
$2.82 Billion 1.8% of portfolio
8,973
Q4 2025 Reduced 2.18%
$170B
$2.82 Billion 1.8% of portfolio
18,337
Q4 2024 New
$151B
$2.63 Billion 1.68% of portfolio
7,520
Q4 2025 Added 28.37%
$187B
$2.6 Billion 1.66% of portfolio
15,178
Q4 2024 New
$1.37T
$2.15 Billion 1.37% of portfolio
3,255
Q4 2025 Added 6.41%
$306B
$2.09 Billion 1.33% of portfolio
29,827
Q4 2025 Reduced 2.77%
$193B
$2.04 Billion 1.3% of portfolio
17,966
Q4 2025 Reduced 0.49%
$39.4B
$2 Billion 1.28% of portfolio
3,528
Q4 2025 Added 40.0%
$71.6B
$1.84 Billion 1.17% of portfolio
31,504
Q4 2025 Added 4.32%
$139B
$1.78 Billion 1.13% of portfolio
5,136
Q4 2025 Added 0.25%
$0
$1.61 Billion 1.03% of portfolio
187,584
Q4 2025 Reduced 12.63%
$367B
$1.51 Billion 0.96% of portfolio
4,385
Q4 2025 Reduced 0.23%
$0
$1.47 Billion 0.93% of portfolio
146,161
Q4 2025 Added 13.68%
$0
$1.42 Billion 0.91% of portfolio
132,180
Q3 2025 Added 3.93%
$1.29T
$1.28 Billion 0.82% of portfolio
2,844
Q4 2025 Reduced 0.77%
$128B
$1.24 Billion 0.79% of portfolio
616
Q4 2025 Added 4.58%
$0
$1.24 Billion 0.79% of portfolio
114,734
Q4 2025 Reduced 2.17%
$11.9B
$1.15 Billion 0.73% of portfolio
24,729
Q4 2025 Reduced 35.13%
$0
$1.08 Billion 0.69% of portfolio
107,716
Q3 2025 Reduced 26.51%
$269B
$1.07 Billion 0.68% of portfolio
5,281
Q4 2025 Reduced 27.83%
$19.8B
$1.06 Billion 0.68% of portfolio
14,500
Q4 2024 New
$0
$1.06 Billion 0.68% of portfolio
105,222
Q4 2025 Added 3.0%
$881B
$995 Million 0.63% of portfolio
3,088
Q1 2025 Reduced 0.29%
$0
$965 Million 0.62% of portfolio
88,225
Q4 2025 Added 27.59%
$533B
$913 Million 0.58% of portfolio
2,604
Q4 2025 Reduced 10.33%
$404B
$846 Million 0.54% of portfolio
981
Q4 2025 Reduced 16.93%
$258B
$838 Million 0.53% of portfolio
4,569
Q3 2025 Added 6.03%
$0
$770 Million 0.49% of portfolio
65,185
Q4 2025 Reduced 37.36%
$255B
$752 Million 0.48% of portfolio
2,032
Q4 2024 New
$512B
$735 Million 0.47% of portfolio
1,287
Q4 2024 New
$317B
$732 Million 0.47% of portfolio
7,853
Q4 2024 New
$0
$706 Million 0.45% of portfolio
60,108
Q4 2025 Added 62.86%
$0
$624 Million 0.4% of portfolio
59,480
Q2 2025 Reduced 34.03%
$971B
$563 Million 0.36% of portfolio
524
Q3 2025 Reduced 29.66%
$49.1B
$554 Million 0.35% of portfolio
5,910
Q4 2025 Added 1,337.96%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $157 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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