Atala Financial Inc Top Holdings and 13F Report (2026) About Atala Financial IncInvestment ActivityAtala Financial Inc has $148.94 million in total holdings as of March 31, 2026.Atala Financial Inc owns shares of 117 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 8.74% of the portfolio was purchased this quarter.About 9.03% of the portfolio was sold this quarter.This quarter, Atala Financial Inc has purchased 122 new stocks and bought additional shares in 63 stocks.Atala Financial Inc sold shares of 16 stocks and completely divested from 14 stocks this quarter.Largest Holdings Alphabet $9,674,500Vanguard Total Stock Market ETF $8,658,511Deere & Company $6,340,425Marriott International $4,496,617NVIDIA $4,304,813 Largest New Holdings this Quarter 09254G108 - BlackRock MuniYield Quality Fund II $1,198,967 Holding88262P102 - Texas Pacific Land $781,347 Holding09254E103 - BlackRock MuniYield Quality Fund III $609,792 Holding81369Y506 - Energy Select Sector SPDR Fund $346,671 Holding02209S103 - Altria Group $228,591 Holding Largest Purchases this Quarter BlackRock MuniHoldings Fund 298,725 shares (about $3.40M)BlackRock MuniHoldings California Quality Fund 132,871 shares (about $1.39M)BlackRock MuniYield Quality Fund II 112,685 shares (about $1.20M)Chevron 4,830 shares (about $962.55K)Texas Pacific Land 1,706 shares (about $781.35K) Largest Sales this Quarter International Business Machines 4,130 shares (about $1.01M)MercadoLibre 544 shares (about $935.75K)PayPal 13,777 shares (about $615.06K)Nextpower 3,219 shares (about $396.50K)T-Mobile US 858 shares (about $174.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtala Financial Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$9,674,500$243,528 ▲2.6%32,8146.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,658,511$573,448 ▲7.1%26,8315.8%ETFDEDeere & Company$6,340,425$17,000 ▲0.3%11,1894.3%IndustrialsMARMarriott International$4,496,6170.0%13,6903.0%Consumer DiscretionaryNVDANVIDIA$4,304,813$71,251 ▲1.7%24,4692.9%Computer and TechnologyMUCBlackRock MuniHoldings California Quality Fund$4,254,553$1,393,730 ▲48.7%405,6072.9%FinanceIBMInternational Business Machines$4,089,015$1,008,819 ▼-19.8%16,7402.7%Computer and TechnologyMHDBlackRock MuniHoldings Fund$4,087,106$3,402,476 ▲497.0%358,8332.7%Financial ServicesMSFTMicrosoft$3,627,597$85,718 ▲2.4%9,7762.4%Computer and TechnologyWALMART INC$3,277,563$7,826 ▲0.2%26,3832.2%COMRBLXRoblox$3,271,145$281,565 ▲9.4%56,4972.2%Consumer DiscretionaryNXTNextpower$3,047,013$396,505 ▼-11.5%24,7372.0%EnergyAMZNAmazon.com$3,024,846$48,227 ▲1.6%14,3632.0%Retail/WholesaleTJXTJX Companies$2,962,8920.0%18,3372.0%Retail/WholesaleORCLOracle$2,826,055$13,023 ▲0.5%19,3131.9%Computer and TechnologyAAPLApple$2,825,847$32,014 ▲1.1%11,1221.9%Computer and TechnologyGOOGAlphabet$2,810,983$184,140 ▲7.0%9,6021.9%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$2,696,346$87,061 ▲3.3%24,2811.8%ETFSHOPIFY INC CL A$2,405,060$37,713 ▲1.6%20,2161.6%CL AKOCocaCola$2,273,167$6,460 ▲0.3%29,9121.5%Consumer StaplesCRMSalesforce$2,126,082$112,888 ▲5.6%11,4321.4%Computer and TechnologyAXONAxon Enterprise$2,099,655$578,903 ▲38.1%4,8711.4%AerospaceACNAccenture$2,028,3760.0%10,3221.4%Computer and TechnologyMETAMeta Platforms$1,937,544$58,311 ▲3.1%3,3561.3%Computer and TechnologyQCOMQualcomm$1,843,395$117,982 ▼-6.0%14,2651.2%Computer and TechnologyADBEAdobe$1,783,878$28,683 ▼-1.6%7,4011.2%Computer and TechnologyGEHCGE HealthCare Technologies$1,774,979$6,223 ▲0.4%24,8141.2%MedicalIWRiShares Russell Mid-Cap ETF$1,771,109$8,403 ▲0.5%18,1261.2%ETFDISWalt Disney$1,750,062$5,244 ▲0.3%18,0201.2%Consumer DiscretionaryAVGOBroadcom$1,632,415$32,094 ▲2.0%5,2391.1%Computer and TechnologyWIWWestern Asset Inflation-Linked Opportunities & Income Fund$1,630,975$42,345 ▲2.7%192,5841.1%Financial ServicesAVUSAvantis U.S. Equity ETF$1,528,8000.0%13,6501.0%ETFCVXChevron$1,519,747$962,546 ▲172.7%7,6261.0%EnergyIAUiShares Gold Trust$1,453,5910.0%16,2621.0%FinanceHDHome Depot$1,450,399$3,648 ▼-0.3%4,3741.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,279,5770.0%2,9750.9%ETFIWViShares Russell 3000 ETF$1,263,669$23,906 ▲1.9%3,3830.8%ETFMQTBlackRock MuniYield Quality Fund II$1,198,967$1,198,967 ▲New Holding112,6850.8%FinanceTSLATesla$1,100,423$28,274 ▲2.6%2,9190.7%Auto/Tires/TrucksONONON$1,093,904$246,012 ▲29.0%31,9040.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,064,777$93,421 ▼-8.1%16,4240.7%ETFNEUBERGER BERMAN MUN FD INC$1,061,808$645 ▲0.1%105,2860.7%COMCOSTCostco Wholesale$992,624$11,995 ▲1.2%9930.7%Retail/WholesaleJPMJPMorgan Chase & Co.$928,963$17,706 ▲1.9%3,1480.6%FinanceRTXRTX$914,103$19,961 ▲2.2%4,6710.6%AerospaceTMUST-Mobile US$899,087$174,410 ▼-16.2%4,4230.6%Computer and TechnologyFOXAFOX$842,7400.0%14,5000.6%Consumer DiscretionaryPYPLPayPal$791,403$615,059 ▼-43.7%17,7270.5%Business ServicesVVisa$787,835$9,269 ▲1.2%2,6350.5%Business ServicesVHTVanguard Health Care ETF$785,761$15,084 ▲2.0%2,8650.5%ETFTPLTexas Pacific Land$781,347$781,347 ▲New Holding1,7060.5%EnergyMELIMercadoLibre$775,777$935,749 ▼-54.7%4510.5%Retail/WholesaleNACNuveen California Quality Municipal Income Fund$738,745$20,979 ▼-2.8%63,3850.5%Financial ServicesLAM RESEARCH CORP$719,506$12,681 ▲1.8%3,2340.5%COM NEWCOHRCoherent$684,792$12,593 ▲1.9%2,7190.5%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$670,5730.0%4,1350.5%FinanceMAMastercard$647,161$9,903 ▲1.6%1,3070.4%Business ServicesMYIBlackRock MuniYield Quality Fund III$609,792$609,792 ▲New Holding54,7390.4%FinanceWFCWells Fargo & Company$595,120$36,943 ▼-5.8%7,3940.4%FinanceVOVanguard Mid-Cap ETF$588,9450.0%2,0340.4%ETFNFLXNetflix$570,568$8,090 ▲1.4%5,9950.4%Consumer DiscretionaryCATCaterpillar$568,823$9,505 ▲1.7%7780.4%IndustrialsVBVanguard Small-Cap ETF$555,3510.0%2,0980.4%ETFCEVEaton Vance California Municipal Income Trust$531,0780.0%52,5820.4%FinanceAXPAmerican Express$527,419$87,449 ▼-14.2%1,7430.4%FinanceIWDiShares Russell 1000 Value ETF$521,8140.0%2,4240.4%ETFJNJJohnson & Johnson$520,959$7,856 ▲1.5%2,1220.3%MedicalVGTVanguard Information Technology ETF$510,482$10,533 ▲2.1%7270.3%ETFLLYEli Lilly and Company$498,053$8,410 ▲1.7%5330.3%MedicalHALHalliburton$495,9790.0%12,9600.3%EnergyBMYBristol Myers Squibb$466,8320.0%7,5920.3%MedicalPLAINS ALL AMERN PIPELINE L$466,0490.0%21,3490.3%UNIT LTD PARTNADMArcher Daniels Midland$463,7980.0%6,3840.3%Consumer StaplesLIILennox International$461,523$7,957 ▲1.8%9860.3%ConstructionAVDEAvantis International Equity ETF$452,6210.0%5,2490.3%ETFKYNKayne Anderson Energy Infrastructure Fund$437,9400.0%31,5860.3%Financial ServicesMUMicron Technology$433,874$8,386 ▲2.0%1,1900.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$425,6630.0%7,1480.3%ETFCRWDCrowdStrike$412,773$48,446 ▲13.3%1,0480.3%Computer and TechnologyTMOThermo Fisher Scientific$398,812$6,988 ▲1.8%7990.3%MedicalIOOiShares Global 100 ETF$378,7290.0%3,1180.3%ETFUNPUnion Pacific$365,987$6,374 ▲1.8%1,4930.2%TransportationPOCTInnovator U.S. Equity Power Buffer ETF - October$363,5210.0%8,4090.2%ETFGSThe Goldman Sachs Group$357,777$6,035 ▲1.7%4150.2%FinanceIDAIDACORP$357,247$6,835 ▲2.0%2,5090.2%UtilitiesLINDE PLC NEW$348,739$6,403 ▲1.9%7080.2%SHSPALANTIR TECHNOLOGIES INC$348,249$5,254 ▲1.5%2,3860.2%CL AXLEEnergy Select Sector SPDR Fund$346,671$346,671 ▲New Holding5,8500.2%ETFAVTAvnet$344,093$6,521 ▲1.9%5,4880.2%Computer and TechnologyMarsh$343,915$121,525 ▲54.6%1,9810.2%COMBACBank of America$338,992$6,138 ▲1.8%6,9030.2%FinanceFDXFedEx$333,485$6,539 ▲2.0%9180.2%TransportationBABoeing$329,935$6,257 ▲1.9%1,5820.2%AerospacePANWPalo Alto Networks$320,988$3,375 ▲1.1%1,9970.2%Computer and TechnologyVTVVanguard Value ETF$312,350$3,728 ▲1.2%1,5920.2%ETFCCitigroup$306,448$5,411 ▲1.8%2,6620.2%Financial ServicesIUSViShares Core S&P U.S. Value ETF$296,6640.0%2,8940.2%ManufacturingURIUnited Rentals$295,404$5,131 ▲1.8%4030.2%ConstructionCSCOCisco Systems$267,525$5,114 ▲1.9%3,4000.2%Computer and TechnologyHONHoneywell International$264,005$5,033 ▲1.9%1,1540.2%Multi-Sector ConglomeratesShowing largest 100 holdings. 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