StockDriftsStockDriftsTop 50 Athena Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | 17.1% | 979.9K | $28.8M | -25.02%(-326.96K) | $18.11(+68.45%) | 2026-06-30 | |
| SCHA | Schwab U.S. Small-Cap ETF | 5.34% | 249.4K | $9.0M | -16.44%(-49.07K) | $24.09(+48.29%) | 2026-06-30 | |
| SCHF | Schwab International Equity ETF | 4.79% | 291.5K | $8.1M | -22.18%(-83.08K) | $18.59(+54.13%) | 2026-06-30 | |
| JPM | JP Morgan Chase & Co. | 3.68% | 19.0K | $6.2M | -21.81%(-5.29K) | $146.59(+148.81%) | 2026-06-30 | |
| INTC | Intel Corp | 2.59% | 31.2K | $4.4M | -30.39%(-13.63K) | $48.65(+112.57%) | 2026-06-30 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 2.39% | 119.1K | $4.0M | -7.93%(-10.25K) | $18.53(+92.20%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.18% | 9.9K | $3.7M | -29.25%(-4.07K) | $319.57(+52.10%) | 2026-06-30 | |
| AAPL | Apple Inc. | 1.83% | 10.7K | $3.1M | -37.15%(-6.32K) | $177.44(+72.10%) | 2026-06-30 | |
| VV | Vanguard Large Cap ETF | 1.57% | 7.7K | $2.6M | -15.05%(-1.36K) | $257.23(+38.60%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 1.51% | 6.7K | $2.5M | -0.83%(-56) | $109.46(+259.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.41% | +66.01% | — | — | +51.82% |
| Top 20 Holdings Unweighted | +16.24% | +57.05% | — | — | +44.31% |
Athena Investment Management reports $168.67M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (17.1%), SCHA (5.3%) and SCHF (4.8%). The top 20 holdings account for 55.7% of reported assets. Its disclosed equity book has returned +66.01% on a three-year cumulative basis. 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 Athena Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1921093). View Athena Investment Management’s 13F filings on SEC