Atala Financial Inc Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$156.8M
Holdings
122
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC | $10.0M |
VTIVANGUARD INDEX FDS | $8.4M |
IBMINTERNATIONAL BUSINESS MACHS | $6.2M |
DEDEERE & CO | $5.2M |
MSFTMICROSOFT CORP | $4.6M |
NVDANVIDIA CORP | $4.5M |
MARMARRIOTT INTL INC NEW CL A | $4.2M |
RBLXROBLOX CORP | $4.2M |
ORCLORACLE CORPORATION | $3.7M |
AMZNAMAZON COM INC | $3.3M |
SHOPSHOPIFY INC CL A | $3.2M |
AAPLAPPLE INC | $3.0M |
WMTWALMART INC | $2.9M |
MUCBLACKROCK MUNIHLDNGS CALI QL | $2.9M |
CRMSALESFORCE INC | $2.9M |
TJXTJX COS INC NEW | $2.8M |
GOOGGEHC2518C85 | $2.8M |
ACNACCENTURE PLC IRELAND | $2.8M |
ADBEADOBE INC | $2.6M |
QCOMQUALCOMM INC | $2.6M |
NXTNEXTRACKER INC | $2.4M |
AVUVAMERICAN CENTY ETF TR | $2.4M |
METAMETA PLATFORMS INC CLASS A | $2.1M |
KOCOCA-COLA COMPANY | $2.1M |
DISWALT DISNEY COMPANY | $2.0M |
GEHCGE HEALTHCARE TECHS INC | $2.0M |
AXONAXON ENTERPRISE INC | $2.0M |
PYPLPAYPAL HOLDINGS INC | $1.8M |
AVGOBROADCOM INC | $1.8M |
IWRISHARES TR | $1.7M |
WIWWESTERN AST INFL LKD OPP & I | $1.6M |
AVUSAMERICAN CENTY ETF TR | $1.5M |
HDHOME DEPOT INC | $1.5M |
MUCBLACKROCK MUNIHOLDINGS QUALI | $1.5M |
XBFZXBLACKROCK CALIF MUN INCOME T | $1.4M |
IWFISHARES TR | $1.4M |
IAU*ISHARES GOLD TR | $1.3M |
IWVISHARES TR | $1.3M |
TSLATESLA INC | $1.3M |
MVTBLACKROCK MUNIVEST FD II INC | $1.2M |
MDTMEDTRONIC PLC | $1.2M |
ONONON HOLDING AG | $1.1M |
VEAVANGUARD TAX-MANAGED FDS | $1.1M |
BFKBLACKROCK MUN INCOME TR | $1.1M |
TMUST-MOBILE US INC | $1.1M |
NBHNEUBERGER BERMAN MUN FD INC | $1.1M |
FOXAFOX CORP | $1.1M |
JPMJPMORGAN CHASE & CO | $995K |
BYMBLACKROCK MUN INCOME QUALITY | $965K |
VVISA INC CLASS A | $913K |
COSTCOSTCO WHSL CORP NEW COM | $845K |
RTXRTX CORP | $837K |
VHTVANGUARD INDEX FDS | $808K |
NACNUVEEN CA QUALTY MUN INCOME | $769K |
AXPAMERICAN EXPRESS COMPANY | $751K |
MAMASTERCARD INC CL A | $734K |
WFCWELLS FARGO & CO NEW | $731K |
MHDBLACKROCK MUNIHOLDINGS FD IN | $705K |
MYDBLACKROCK MUNIYIELD FD INC | $623K |
VOVANGUARD INDEX FDS | $590K |
LLYELI LILLY & CO | $563K |
NFLXNETFLIX INC | $554K |
LRCXLAM RESEARCH CORP | $543K |
VBVANGUARD INDEX FDS | $541K |
VGTVANGUARD INDEX FDS | $536K |
CEVEATON VANCE CALIF MUN INCOM | $527K |
IWDISHARES TR | $509K |
XLYSELECT SECTOR SPDR TR | $497K |
COHRCOHERENT CORP | $492K |
LIILENNOX INTL INC | $470K |
TMOTHERMO FISHER SCIENTIFIC INC | $454K |
CATCATERPILLAR INC | $438K |
CRWDCROWDSTRIKE HLDGS INC | $433K |
JNJJOHNSON & JOHNSON | $432K |
AVDEAMERICAN CENTY ETF TR | $432K |
VGITVANGUARD INTER-TERM TREAS INDEX FD | $428K |
CVXCHEVRON CORP NEW | $426K |
PLTRPALANTIR TECHNOLOGIES INC | $417K |
BMYBRISTOL MYERS SQUIBB CO | $409K |
IOOISHARES TR | $394K |
KYNKAYNE ANDERSON ENERGY INFRST | $391K |
SPOTSPOTIFY TECHNOLOGY S A | $384K |
PAAPLAINS ALL AMERN PIPELINE L | $383K |
BACBANK OF AMERICA CORP | $372K |
POCTINNOVATOR ETFS TRUST | $369K |
ADMARCHER DANIELS MIDLAND CO | $367K |
HALHALLIBURTON CO | $366K |
PANWPALO ALTO NETWORKS | $363K |
MLMMARTIN MARIETTA MATLS INC | $360K |
GSGOLDMAN SACHS GROUP INC | $358K |
DASHDOORDASH INC | $355K |
UNPUNION PACIFIC CORP | $339K |
BABOEING CO | $336K |
MUMICRON TECHNOLOGY INC | $333K |
URIUNITED RENTALS INC | $320K |
IDAIDACORP INC | $311K |
TRVCCITIGROUP INC | $305K |
VTVVANGUARD INDEX FDS | $300K |
LINLINDE PLC NEW | $296K |
IUSVISHARES TR | $296K |
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