1y return+8.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $116 against $127 in the S&P 500.2
Atala Financial IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $11.8M | 7.2% | |
| VTIVanguard Index Fds | $10.7M | 6.5% | +7.8% |
| DEDeere & Co | $7.1M | 4.3% | |
| MARMarriott Intl Inc New Cl A | $5.1M | 3.1% | |
| NVDANvidia Corp | $4.9M | 3.0% | |
| IBMInternational Business Machs | $4.7M | 2.9% | |
| MUCBlackrock Munihldngs Cali Ql | $4.3M | 2.6% | −3.4% |
| MHDBlackrock Muniholdings Fd In | $4.2M | 2.6% | |
| MSFTMicrosoft Corp | $3.7M | 2.3% | +2.5% |
| AMZNAmazon Com Inc | $3.5M | 2.1% | +1.2% |
| GOOGGehc2518c85 | $3.4M | 2.0% | |
| AAPLApple Inc | $3.3M | 2.0% | +1.3% |
| AVUVAmerican Centy Etf Tr | $3.2M | 2.0% | +6.0% |
| RBLXRoblox Corp | $3.2M | 1.9% | +3.8% |
| AXONAxon Enterprise Inc | $3.0M | 1.8% | +9.4% |
| WMTWalmart Inc | $2.9M | 1.8% | −2.4% |
| NXTNextracker Inc | $2.9M | 1.7% | −2.8% |
| ORCLOracle Corporation | $2.8M | 1.7% | |
| TJXTjx Cos Inc New | $2.8M | 1.7% | |
| QCOMQualcomm Inc | $2.6M | 1.6% | |
| KOCoca-cola Company | $2.4M | 1.5% | |
| SHOPShopify Inc Cl A | $2.3M | 1.4% | +1.8% |
| VEAVanguard Tax-managed Fds | $2.3M | 1.4% | +96.0% |
| AVGOBroadcom Inc | $2.0M | 1.2% | |
| IWRIshares Tr | $1.9M | 1.2% | −3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.4M |
| NXTNextracker Inc | December 31, 2024 | +226.1% | $2.9M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $11.8M |
| GOOGGehc2518c85 | December 31, 2024 | +85.5% | $3.4M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.0M |
| DEDeere & Co | December 31, 2024 | +49.7% | $7.1M |
| NVDANvidia Corp | December 31, 2024 | +49.0% | $4.9M |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $2.3M |
| MARMarriott Intl Inc New Cl A | December 31, 2024 | +32.9% | $5.1M |
| AVUSAmerican Centy Etf Tr | December 31, 2024 | +32.1% | $1.7M |
Sold off last quarter
- Linde PLC NewCUSIP G54950103 was $349K
- Honeywell International IncCUSIP 438516106 was $264K
- MCOMoody's Corp was $250K
- TAt&t Inc was $223K
- NZFNuveen Municipal Credit Inc was $149K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −7.1% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atala Financial Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053756&type=13F-HR&dateb=&owner=include&count=40CIK 2053756
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053756/000205375626000003/Filed July 23, 2026 · accession 0002053756-26-000003