Atala Financial Inc

Key Holdings

The portfolio is characterized by a high degree of diversification at the individual position level, with no single holding representing a dominant double-digit weight. The top position, Alphabet Inc. (GOOGL), accounts for 6.38% of the portfolio ($10.01M), followed closely by the Vanguard Total Stock Market ETF (VTI) at 5.36% ($8.40M).

Notably, the top ten positions are heavily weighted toward high-conviction technology and consumer discretionary names. IBM ($6.18M) and Deere & Co. ($5.20M) hold the second and third spots, indicating a tilt toward industrial technology and established value-tech. The presence of Microsoft, NVIDIA, Oracle, and Amazon within the top ten confirms a strong overweight in the technology sector, specifically targeting companies benefiting from digital transformation and cloud computing. The largest position is an ETF (VTI), suggesting the manager uses broad market exposure as a stabilizing base while actively selecting individual stocks around it.