§ 13F · FUND PROFILE
Athena Investment Management.
AUM · $169M (13F)Positions · 132Turnover · n/a · Q2Filed · Aug 6, 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 AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETF | 980K | $29M | 17.1% | −25% |
| 2 | SCHA | Schwab U.S. Small-Cap ETF | 249K | $9M | 5.3% | −16% |
| 3 | SCHF | Schwab International Equity ETF | 292K | $8M | 4.8% | −22% |
| 4 | JPM | JP Morgan Chase & Co. | 19K | $6M | 3.7% | −22% |
| 5 | INTC | Intel Corp | 31K | $4M | 2.6% | −30% |
| 6 | UNH | UnitedHealth Group Inc. | 10K | $4M | 2.5% | −19% |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | 119K | $4M | 2.4% | −8% |
| 8 | MSFT | Microsoft Corp | 10K | $4M | 2.2% | −29% |
| 9 | AAPL | Apple Inc. | 11K | $3M | 1.8% | −37% |
| 10 | VV | Vanguard Large Cap ETF | 8K | $3M | 1.6% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATHENA SIGNAL
AC read
Athena Investment Management is a Other fund managing $169 million in assets. The fund runs a portfolio of 132 positions.
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