§ 13F · FUND PROFILE
Atala Financial Inc.
AUM · $165M (13F)Positions · 121Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 33K | $12M | 7.2% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 29K | $11M | 6.5% | +8% |
| 3 | DE | DEERE & CO | 11K | $7M | 4.3% | ±0% |
| 4 | MAR | MARRIOTT INTL INC NEW CL A | 14K | $5M | 3.1% | ±0% |
| 5 | NVDA | NVIDIA CORP | 25K | $5M | 3.0% | +1% |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | 17K | $5M | 2.9% | ±0% |
| 7 | MUC | BLACKROCK MUNIHLDNGS CALI QL | 392K | $4M | 2.6% | −3% |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN | 356K | $4M | 2.6% | −1% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.3% | +2% |
| 10 | AMZN | AMAZON COM INC | 15K | $3M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATALA SIGNAL
AC read
Atala Financial Inc is a Other fund managing $165 million in assets. The fund runs a portfolio of 121 positions.
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