13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002053756
Total reported value
$164.5M
$164.5M
475 檔
15.1%
At the close of Q4 2024, Atala Financial Inc disclosed equity holdings valued at approximately $164.5M, spread across 475 reported holdings.
During Q4 2024, Atala Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GOOGL, DE) accounted for 15.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 475 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.03% | +0.70% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.97% | +0.65% | — | |
| 3 | DE | Deere & Co | Stock-Industrials | 3.20% | +0.05% | — | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.17% | +0.11% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.08% | — | |
| 6 | ACN | Accenture plc | Stock-Tech | 2.87% | -0.58% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.17% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.11% | — | |
| 9 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.70% | +0.06% | — | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.33% | -0.18% | — | |
| 11 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.04% | -0.26% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.08% | — | |
| 13 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 1.88% | -0.24% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.43% | — | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.64% | +0.36% | — | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.56% | -0.30% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | -0.13% | — | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.44% | -0.18% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.32% | — | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | -0.05% | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.28% | +0.14% | — | |
| 22 | WIW | Western Asst Infl-lnk Opp | Stock-Other | 1.27% | -0.12% | — | |
| 23 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 1.24% | -0.10% | EXIT | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.04% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.16% | — | |
| 26 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.19% | -0.25% | — | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.18% | -0.18% | — | |
| 28 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 1.14% | -0.08% | — | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.11% | -0.13% | — | |
| 30 | MHD | BlackRock MuniHoldings Fund, Inc. | Stock-Other | 1.04% | — | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.13% | — | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.97% | +0.03% | — | |
| 33 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.93% | — | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.04% | — | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.85% | -0.02% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.81% | +0.03% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.10% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.11% | — | |
| 40 | ✓ | Stock-Other | 0.75% | — | — | ||
| 41 | ✓ | On Holding AG | Stock-Other | 0.75% | -0.05% | — | |
| 42 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.70% | -0.31% | — | |
| 43 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 0.66% | — | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.02% | — | |
| 45 | 0C3 | Endeavor Group Hold-class A | Stock-Other | 0.64% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | +0.68% | — | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.60% | -0.01% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | — | — | |
| 49 | MHD | BlackRock MuniHoldings Fund, Inc. | Stock-Other | 0.56% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.01% | — |
According to official SEC Form 13F filings, Atala Financial Inc reported a total U.S. public equity portfolio value of $164.5M across 475 disclosed positions in Q4 2024.
During Q4 2024, Atala Financial Inc's top holdings by market value included VTI (4.0%)、GOOGL (4.0%)、DE (3.2%). The largest single position, VTI, represented 4.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Atala Financial Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.