Funds › Atala Financial Inc
Atala Financial Inc
13F for Q3 2026, filed Oct 22, 2026. 121 positions worth $172.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 22, 2026
Reported value
$172.4M
+$7.9M (4.8%) vs Q2 2026
Positions
121
121 in Q2 2026
Top 10 share
38.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 41,065 | $15.4M | 8.9% | +42.0% | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 33,219 | $11.4M | 6.6% | +0.9% | 13F ↗ |
| 3 | DE Deere & Company | 11,189 | $7.5M | 4.4% | Unchanged | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 11,549 | $5.9M | 3.4% | +15.3% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 25,113 | $5.7M | 3.3% | +1.7% | 13F ↗ |
| 6 | MAR Marriott International | 13,690 | $4.9M | 2.8% | Unchanged | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 17,209 | $4.3M | 2.5% | +18.4% | 13F ↗ |
| 8 | AAPL Apple Inc. | 12,821 | $4.3M | 2.5% | +13.7% | 13F ↗ |
| 9 | MUC Blackrock MuniHoldings California Quality Fund, Inc. | 389,744 | $3.8M | 2.2% | -0.5% | 13F ↗ |
| 10 | IBM International Business Machines Corporation | 16,740 | $3.7M | 2.1% | Unchanged | 13F ↗ |
| 11 | MHD Blackrock MuniHoldings Fund, Inc. | 356,567 | $3.7M | 2.1% | Unchanged | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 9,542 | $3.3M | 1.9% | Unchanged | 13F ↗ |
| 13 | SHOP Shopify Inc. | 21,804 | $3.2M | 1.9% | +5.9% | 13F ↗ |
| 14 | American Centy ETF Tr Us Sml Cp Valu | 26,768 | $3.2M | 1.8% | +4.1% | 13F ↗ |
| 15 | WMT Walmart Inc. | 25,718 | $2.7M | 1.6% | -0.1% | 13F ↗ |
| 16 | CRM Salesforce, Inc. | 11,616 | $2.7M | 1.5% | -0.3% | 13F ↗ |
| 17 | ORCL Oracle Corporation | 19,297 | $2.6M | 1.5% | -0.1% | 13F ↗ |
| 18 | QCOM QUALCOMM Incorporated | 14,265 | $2.6M | 1.5% | Unchanged | 13F ↗ |
| 19 | KO Coca-Cola Company | 29,912 | $2.6M | 1.5% | Unchanged | 13F ↗ |
| 20 | RBLX Roblox Corporation | 59,985 | $2.5M | 1.5% | +2.3% | 13F ↗ |
| 21 | Vanguard Tax-Managed Fds | 34,810 | $2.5M | 1.4% | +8.1% | 13F ↗ |
| 22 | TJX TJX Companies, Inc. | 18,337 | $2.4M | 1.4% | Unchanged | 13F ↗ |
| 23 | MGRC McGrath RentCorp | 3,245 | $2.4M | 1.4% | New | 13F ↗ |
| 24 | AXON Axon Enterprise, Inc. | 5,164 | $2.2M | 1.3% | -3.1% | 13F ↗ |
| 25 | iShares Tr Equity Etf | 19,291 | $2.1M | 1.2% | +10.2% | 13F ↗ |
| 26 | AVGO Broadcom Inc. | 5,740 | $2.0M | 1.2% | +9.6% | 13F ↗ |
| 27 | ACN Accenture plc | 10,322 | $1.9M | 1.1% | Unchanged | 13F ↗ |
| 28 | DIS Walt Disney Company | 18,020 | $1.9M | 1.1% | Unchanged | 13F ↗ |
| 29 | NXT Nextpower Inc. | 23,777 | $1.9M | 1.1% | -1.1% | 13F ↗ |
| 30 | American Centy ETF Tr Us Eqt Etf | 13,650 | $1.7M | 1.0% | Unchanged | 13F ↗ |
| 31 | CVX Chevron Corporation | 7,970 | $1.6M | 0.9% | +5.8% | 13F ↗ |
| 32 | ADBE Adobe Inc. | 6,475 | $1.6M | 0.9% | -10.4% | 13F ↗ |
| 33 | WIW Western Asset Inflation-Linked Opportunities & Income Fund | 192,584 | $1.5M | 0.9% | Unchanged | 13F ↗ |
| 34 | iShares Tr Rus 1000 Grw Etf | 11,900 | $1.5M | 0.9% | Unchanged | 13F ↗ |
| 35 | GEHC GE HealthCare Technologies Inc. | 22,737 | $1.5M | 0.9% | -5.4% | 13F ↗ |
| 36 | iShares Tr Etf | 3,383 | $1.5M | 0.8% | Unchanged | 13F ↗ |
| 37 | IAU iShares Gold Trust · Ishares New | 16,262 | $1.3M | 0.7% | Unchanged | 13F ↗ |
| 38 | MU Micron Technology, Inc. | 1,190 | $1.3M | 0.7% | Unchanged | 13F ↗ |
| 39 | HD Home Depot, Inc. | 4,327 | $1.2M | 0.7% | -0.4% | 13F ↗ |
| 40 | CRWD CrowdStrike Holdings, Inc. | 4,615 | $1.2M | 0.7% | -1.1% | 13F ↗ |
| 41 | BlackRock Muniyield Quality | 112,806 | $1.1M | 0.6% | +0.1% | 13F ↗ |
| 42 | Vanguard World Fd Health Car Etf | 3,430 | $1.1M | 0.6% | +19.1% | 13F ↗ |
| 43 | LRCX Lam Research Corporation | 3,234 | $1.1M | 0.6% | Unchanged | 13F ↗ |
| 44 | JPM JPMorgan Chase & Co. | 3,143 | $1.0M | 0.6% | -0.1% | 13F ↗ |
| 45 | TSLA Tesla, Inc. | 2,882 | $1.0M | 0.6% | -0.4% | 13F ↗ |
| 46 | MELI MercadoLibre, Inc. | 569 | $983.5K | 0.6% | +15.9% | 13F ↗ |
| 47 | NBH Neuberger Municipal Fund Inc. | 107,323 | $975.6K | 0.6% | +0.1% | 13F ↗ |
| 48 | V Visa Inc. | 2,635 | $946.8K | 0.5% | Unchanged | 13F ↗ |
| 49 | ONON On Holding AG · Namen Akt A | 31,328 | $927.6K | 0.5% | -0.1% | 13F ↗ |
| 50 | FOXA Fox Corporation Class A | 14,500 | $908.4K | 0.5% | Unchanged | 13F ↗ |
Showing the top 50 of 121 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 27 added to, 23 trimmed, 8 exited, 63 unchanged. By estimated dollars.
New positions (8)
| MGRC McGrath RentCorp | 3,245 | New | $2.4M |
| COP ConocoPhillips | 981 | New | $893.0K |
| Flexshares Tr Iboxx 5YR Trgt | 34,130 | New | $774.1K |
| COF Capital One Financial Corporation | 2,669 | New | $768.2K |
| Exxon Mobil Corp | 4,245 | New | $690.9K |
| IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 11,086 | New | $459.2K |
| Pimco Calif Mun Income Fd | 29,229 | New | $225.4K |
| EMR Emerson Electric Company | 1,334 | New | $206.9K |
Added to (27)
| Vanguard Index Fds Mrngstr Ttl Stk | 41,065 | +42.0% | $4.5M |
| MSFT Microsoft Corporation | 11,549 | +15.3% | $786.2K |
| AMZN Amazon.com, Inc. | 17,209 | +18.4% | $665.0K |
| AAPL Apple Inc. | 12,821 | +13.7% | $515.8K |
| Vanguard Scottsdale Fds Inter Term Treas | 14,736 | +106% | $429.9K |
| TPL Texas Pacific Land Corporation | 2,755 | +49.8% | $298.5K |
| SPOT Spotify Technology S.A. | 1,208 | +70.4% | $243.2K |
| iShares Tr Equity Etf | 19,291 | +10.2% | $190.0K |
| Vanguard Tax-Managed Fds | 34,810 | +8.1% | $185.0K |
| SHOP Shopify Inc. | 21,804 | +5.9% | $181.5K |
Trimmed (23)
| META Meta Platforms, Inc. | 1,358 | -60.1% | -$960.8K |
| ADBE Adobe Inc. | 6,475 | -10.4% | -$180.7K |
| NAC Nuveen California Quality Municipal Income Fund | 47,385 | -17.4% | -$102.5K |
| American Centy ETF Tr Intl Eqt Etf | 3,663 | -20.4% | -$84.7K |
| GEHC GE HealthCare Technologies Inc. | 22,737 | -5.4% | -$84.6K |
| PYPL PayPal Holdings, Inc. | 13,736 | -9.3% | -$73.8K |
| AXON Axon Enterprise, Inc. | 5,164 | -3.1% | -$69.3K |
| DASH DoorDash, Inc. | 1,347 | -15.7% | -$45.9K |
| NXT Nextpower Inc. | 23,777 | -1.1% | -$20.3K |
| MUC Blackrock MuniHoldings California Quality Fund, Inc. | 389,744 | -0.5% | -$18.9K |
Exited (8)
| COHR Coherent Corp. | 2,719 | Exited | -$1.1M |
| COST Costco Wholesale Corporation | 993 | Exited | -$928.9K |
| TMUS T-Mobile US, Inc. | 4,166 | Exited | -$698.8K |
| Select Sector Spdr Tr St Str Discr Etf | 4,135 | Exited | -$565.3K |
| OBDC Blue Owl Capital Corporation | 23,333 | Exited | -$253.6K |
| AMD Advanced Micro Devices, Inc. | 388 | Exited | -$225.4K |
| Spdr Series Trust St Str Pr SP1500 | 1,682 | Exited | -$212.0K |
| EBAY eBay Inc. | 1,801 | Exited | -$201.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 22, 2026 | 13F-HR | 121 | $172.4M | Current | SEC ↗ |
| Q2 2026 | Jul 23, 2026 | 13F-HR | 121 | $164.5M | Current | SEC ↗ |
| Q1 2026 | Apr 10, 2026 | 13F-HR | 117 | $148.9M | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 122 | $156.8M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 128 | $159.7M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 128 | $145.0M | Current | SEC ↗ |
| Q1 2025 | Apr 23, 2025 | 13F-HR | 472 | $137.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer