DOSSIER · 13F-HR · Q1 2026

Atala Financial Inc

Atala Financial's pension fund based in Greenwich, CT $149M in tracked AUM across 117 positions as of Q1 2026.

AF
Atala Financial·Greenwich, CT·Pension Fund
CIK 0002053756 · last filed Mar 31, 2026
Total AUM
$149M
8.1%
vs prior
Holdings
117
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Atala Financial Inc SEC 13F Filing
Portfolio Overview

Atala Financial Inc reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 119.2%, growing from $71.54 million to $156.81 million. This substantial increase indicates a major influx of capital, likely driven by strong investment performance or new capital inflows during the quarter. The portfolio consists of **122 hol...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$10M33K6.5%
02
VTI
VANGUARD INDEX FDS
$9M27K5.8%
03
DE
DEERE & CO
$6M11K4.3%
04
MAR
MARRIOTT INTL INC NEW CL A
$4M14K3.0%
05
NVDA
NVIDIA CORP
$4M24K2.9%
06
MUC
BLACKROCK MUNIHLDNGS CALI QL
$4M406K2.9%
07
IBM
INTERNATIONAL BUSINESS MACHS
$4M17K2.7%
08
MHD
BLACKROCK MUNIHOLDINGS FD IN
$4M359K2.7%
09
MSFT
MICROSOFT CORP
$4M10K2.4%
10
WMT
WALMART INC
$3M26K2.2%

Filing history

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