§ 13F · FUND PROFILE
Athena Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.9T (13F)Positions · 155Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETF | 1.31M | $35.2T | 18.0% | ±0% |
| 2 | SCHF | Schwab International Equity ETF | 374K | $9.0T | 4.6% | ±0% |
| 3 | SCHA | Schwab U.S. Small-Cap ETF | 300K | $8.5T | 4.4% | −1% |
| 4 | JPM | JP Morgan Chase & Co. | 24K | $7.8T | 4.0% | −1% |
| 5 | MSFT | Microsoft Corp | 14K | $6.7T | 3.5% | ±0% |
| 6 | AAPL | Apple Inc. | 17K | $4.6T | 2.4% | −3% |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | 128K | $4.2T | 2.1% | ±0% |
| 8 | UNH | UnitedHealth Group Inc. | 12K | $4.1T | 2.1% | ±0% |
| 9 | RTX | RTX Corp. | 15K | $2.8T | 1.4% | ±0% |
| 10 | ABBV | AbbVie Inc. | 11K | $2.6T | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATHENA SIGNAL
AC read
Athena Investment Management is a Other fund managing $178888.0 trillion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed