Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atala Financial Inc (CIK 2053756) reported $148.9M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($9.7M, 6.50%), VTI ($8.7M, 5.81%), DE ($6.3M, 4.26%), MAR ($4.5M, 3.02%), NVDA ($4.3M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $9.7M | 6.50% | 32,814 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $8.7M | 5.81% | 26,831 | Added |
| 3 | DE | DEERE & CO | $6.3M | 4.26% | 11,189 | Added |
| 4 | MAR | MARRIOTT INTL INC NEW CL A | $4.5M | 3.02% | 13,690 | Hold |
| 5 | NVDA | NVIDIA CORP | $4.3M | 2.89% | 24,469 | Added |
| 6 | MUC | BLACKROCK MUNIHLDNGS CALI QL | $4.3M | 2.86% | 405,607 | Added |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $4.1M | 2.75% | 16,740 | Trimmed |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN | $4.1M | 2.74% | 358,833 | Added |
| 9 | MSFT | MICROSOFT CORP | $3.6M | 2.44% | 9,776 | Added |
| 10 | WMT | WALMART INC | $3.3M | 2.20% | 26,383 | Added |
| 11 | RBLX | ROBLOX CORP | $3.3M | 2.20% | 56,497 | Added |
| 12 | NXT | NEXTRACKER INC | $3.0M | 2.05% | 24,737 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $3.0M | 2.03% | 14,363 | Added |
| 14 | TJX | TJX COS INC NEW | $3.0M | 1.99% | 18,337 | Hold |
| 15 | AAPL | APPLE INC | $2.8M | 1.90% | 11,122 | Added |
| 16 | ORCL | ORACLE CORPORATION | $2.8M | 1.90% | 19,313 | Added |
| 17 | GOOG | GEHC2518C85 | $2.8M | 1.89% | 9,602 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $2.7M | 1.81% | 24,281 | Added |
| 19 | SHOP | SHOPIFY INC CL A | $2.4M | 1.61% | 20,216 | Added |
| 20 | KO | COCA-COLA COMPANY | $2.3M | 1.53% | 29,912 | Added |
| 21 | CRM | SALESFORCE INC | $2.1M | 1.43% | 11,432 | Added |
| 22 | AXON | AXON ENTERPRISE INC | $2.1M | 1.41% | 4,871 | Added |
| 23 | ACN | ACCENTURE PLC IRELAND | $2.0M | 1.36% | 10,322 | Hold |
| 24 | META | META PLATFORMS INC CLASS A | $1.9M | 1.30% | 3,356 | Added |
| 25 | QCOM | QUALCOMM INC | $1.8M | 1.24% | 14,265 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31