Institutional Fund
Atala Financial Inc
Calabasas, CACIK 20537565 filings on record
Portfolio Value
$148.94M
Q1 2026
Holdings
117
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-5.0%
from $156.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.5%
- Vanguard Index Fds5.8%
- Deere & Co4.3%
- Marriott Intl Inc New3.0%
- Nvidia Corporation2.9%
- Blackrock Munihldngs Cali Ql2.9%
- Other74.7%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 32.8K | $9.67M | 6.5% | +826 | Added |
| 2 | Vanguard Index Fds | 26.8K | $8.66M | 5.8% | +1.8K | Added |
| 3 | Deere & Co | 11.2K | $6.34M | 4.3% | +30 | Added |
| 4 | Marriott Intl Inc New | 13.7K | $4.50M | 3.0% | 0 | Held |
| 5 | Nvidia Corporation | 24.5K | $4.30M | 2.9% | +405 | Added |
| 6 | Blackrock Munihldngs Cali Ql | 405.6K | $4.25M | 2.9% | +132.9K | Added |
| 7 | International Business Machs | 16.7K | $4.09M | 2.7% | −4.1K | Reduced |
| 8 | Blackrock Muniholdings Fd In | 358.8K | $4.09M | 2.7% | +298.7K | Added |
| 9 | Microsoft Corp | 9.8K | $3.63M | 2.4% | +231 | Added |
| 10 | Walmart Inc | 26.4K | $3.28M | 2.2% | +63 | Added |
107 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio