§ 13F · FUND PROFILE
Athena Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192M (13F)Positions · 155Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$738K 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 MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETF | 1.31M | $34M | 17.4% | ±0% |
| 2 | SCHF | Schwab International Equity ETF | 375K | $9M | 4.8% | ±0% |
| 3 | SCHA | Schwab U.S. Small-Cap ETF | 298K | $9M | 4.5% | ±0% |
| 4 | JPM | JP Morgan Chase & Co. | 24K | $7M | 3.7% | ±0% |
| 5 | MSFT | Microsoft Corp | 14K | $5M | 2.7% | ±0% |
| 6 | AAPL | Apple Inc. | 17K | $4M | 2.2% | ±0% |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | 129K | $4M | 2.0% | +1% |
| 8 | UNH | UnitedHealth Group Inc. | 12K | $3M | 1.7% | ±0% |
| 9 | RTX | RTX Corp. | 15K | $3M | 1.5% | ±0% |
| 10 | VV | Vanguard Large Cap ETF | 9K | $3M | 1.4% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATHENA SIGNAL
AC read
Athena Investment Management is a Other fund managing $192 million in assets. The fund runs a portfolio of 155 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