CIK 2053756
Atala Financial Inc
Institutional 13F holdings & portfolio
Holdings
122
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 122
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW COM | 981 | $500K+ | SH |
| RTX | RTX CORP | 5K | $500K+ | SH |
| VHT | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 65K | $500K+ | SH |
| AXP | AMERICAN EXPRESS COMPANY | 2K | $500K+ | SH |
| MA | MASTERCARD INC CL A | 1K | $500K+ | SH |
| WFC | WELLS FARGO & CO NEW | 8K | $500K+ | SH |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 60K | $500K+ | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 59K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 524 | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 3K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VGT | VANGUARD INDEX FDS | 712 | $500K+ | SH |
| CEV | EATON VANCE CALIF MUN INCOM | 53K | $500K+ | SH |
| IWD | ISHARES TR | 2K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| COHR | COHERENT CORP | 3K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 969 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 785 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 765 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 925 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| IOO | ISHARES TR | 3K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 32K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 662 | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 21K | $100K–$500K | SH |
| BAC | BANK OF AMERICA CORP | 7K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 6K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 13K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS | 2K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 408 | $100K–$500K | SH |
| DASH | DOORDASH INC | 2K | $100K–$500K | SH |
| UNP | UNION PACIFIC CORP | 1K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 396 | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORP | 24K | $100K–$500K | SH |