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.
Athena Investment Management (CIK 1921093) reported $192.8M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($33.5M, 17.38%), SCHF ($9.3M, 4.81%), SCHA ($8.7M, 4.50%), JPM ($7.1M, 3.70%), MSFT ($5.2M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETF | $33.5M | 17.38% | 1.3M | Added |
| 2 | SCHF | Schwab International Equity ETF | $9.3M | 4.81% | 374,609 | Added |
| 3 | SCHA | Schwab U.S. Small-Cap ETF | $8.7M | 4.50% | 298,444 | Trimmed |
| 4 | JPM | JP Morgan Chase & Co. | $7.1M | 3.70% | 24,274 | Trimmed |
| 5 | MSFT | Microsoft Corp | $5.2M | 2.67% | 13,924 | Trimmed |
| 6 | AAPL | Apple Inc. | $4.3M | 2.24% | 17,013 | Trimmed |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | $3.8M | 1.95% | 129,336 | Added |
| 8 | UNH | UnitedHealth Group Inc. | $3.3M | 1.73% | 12,353 | Hold |
| 9 | RTX | RTX Corp. | $2.9M | 1.53% | 15,261 | Trimmed |
| 10 | VV | Vanguard Large Cap ETF | $2.7M | 1.40% | 9,063 | Added |
| 11 | SCHM | Schwab U.S. Mid-Cap ETF | $2.6M | 1.34% | 83,744 | Added |
| 12 | ABBV | AbbVie Inc. | $2.5M | 1.28% | 11,340 | Hold |
| 13 | IWM | iShares Russell 2000 Index | $2.4M | 1.24% | 9,629 | Hold |
| 14 | GE | GE Aerospace | $2.4M | 1.23% | 8,339 | Trimmed |
| 15 | PEP | Pepsico Inc. | $2.2M | 1.16% | 14,387 | Trimmed |
| 16 | CVX | Chevron Corporation | $2.2M | 1.12% | 10,403 | Trimmed |
| 17 | AVGO | Broadcom Inc. | $2.1M | 1.09% | 6,787 | Added |
| 18 | XOM | Exxon Mobil Corporation | $2.1M | 1.07% | 12,198 | Trimmed |
| 19 | EFA | IShares MSCI EAFE Index | $2.0M | 1.05% | 20,869 | Hold |
| 20 | JNJ | Johnson & Johnson | $2.0M | 1.04% | 8,180 | Trimmed |
| 21 | INTC | Intel Corp | $2.0M | 1.03% | 44,865 | Trimmed |
| 22 | HD | Home Depot | $2.0M | 1.02% | 5,982 | Trimmed |
| 23 | AFL | Aflac Inc | $1.9M | 0.99% | 17,351 | Trimmed |
| 24 | NOC | Northrop Grumman Corp | $1.8M | 0.96% | 2,699 | Hold |
| 25 | VDE | Vanguard Energy Sector ETF | $1.8M | 0.96% | 10,642 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31