§ 13F · FUND PROFILE
Atala Financial Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160M (13F)Positions · 128Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 33K | $10M | 6.5% | +3% |
| 2 | VTI | VANGUARD INDEX FDS | 27K | $9M | 5.8% | +7% |
| 3 | DE | DEERE & CO | 11K | $6M | 4.3% | ±0% |
| 4 | MAR | MARRIOTT INTL INC NEW CL A | 14K | $4M | 3.0% | ±0% |
| 5 | NVDA | NVIDIA CORP | 24K | $4M | 2.9% | +2% |
| 6 | MUC | BLACKROCK MUNIHLDNGS CALI QL | 406K | $4M | 2.9% | +49% |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 17K | $4M | 2.7% | −20% |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN | 359K | $4M | 2.7% | +497% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.4% | +2% |
| 10 | WMT | WALMART INC | 26K | $3M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATALA SIGNAL
AC read
Atala Financial Inc is a Other fund managing $160 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed