StockDriftsStockDriftsTop 50 Atala Financial Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.15% | 32.9K | $11.8M | +0.31%(+103) | $180.84(+94.35%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.51% | 28.9K | $10.7M | +7.80%(+2.09K) | $299.85(+27.41%) | 2026-06-30 | |
| DE | DEERE & CO | 4.31% | 11.2K | $7.1M | +0.00%(+0) | $423.15(+45.99%) | 2026-06-30 | |
| MAR | MARRIOTT INTL INC NEW CL A | 3.08% | 13.7K | $5.1M | +0.00%(+0) | $263.77(+33.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3% | 24.7K | $4.9M | +0.90%(+219) | $129.21(+70.62%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.86% | 16.7K | $4.7M | +0.00%(+0) | $221.48(+6.69%) | 2026-06-30 | |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 2.62% | 391.7K | $4.3M | -3.43%(-13.92K) | $10.86(-0.79%) | 2026-06-30 | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 2.58% | 356.5K | $4.2M | -0.66%(-2.38K) | $11.58(+0.49%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.27% | 10.0K | $3.7M | +2.45%(+240) | $425.11(+18.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.11% | 14.5K | $3.5M | +1.23%(+177) | $204.22(+34.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.67% |
Atala Financial Inc reports $164.52M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.2%), VTI (6.5%) and DE (4.3%). The top 20 holdings account for 54.75% of reported assets. Its disclosed equity book has returned +15.60% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atala Financial Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053756). View Atala Financial Inc’s 13F filings on SEC