Atala Financial Inc holds a diversified book of 121 stocks worth $164.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Aeye Inc and trimmed BlackRock Munihold Ca Qlty. Their largest long position is Alphabet Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Atala Financial Inc's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Atala Financial Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $11.8M | 32.9K | 7.2% | ▲+0.3% Added · +103 sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $10.7M | 28.9K | 6.5% | ▲+7.8% Added · +2K sh | |
| 3 | Deere & Co COM | $7.1M | 11.2K | 4.3% | —Held | |
| 4 | Marriott Intl Inc New CL A CL A | $5.1M | 13.7K | 3.1% | —Held | |
| 5 | Nvidia Corp COM | $4.9M | 24.7K | 3.0% | ▲+0.9% Added · +219 sh | |
| 6 | International Business Machs COM | $4.7M | 16.7K | 2.9% | —Held | |
| 7 | BlackRock Munihldngs Cali QL COM | $4.3M | 391.7K | 2.6% | ▼−3.4% Reduced · −14K sh | |
| 8 | BlackRock Muniholdings FD In COM | $4.2M | 356.5K | 2.6% | ▼−0.7% Reduced · −2K sh | |
| 9 | Microsoft Corp COM | $3.7M | 10.0K | 2.3% | ▲+2.5% Added · +240 sh | |
| 10 | Amazon Com Inc COM | $3.5M | 14.5K | 2.1% | ▲+1.2% Added · +177 sh | |
| 11 | Gehc2518c85 CAP STK CL C | $3.4M | 9.5K | 2.0% | ▼−0.6% Reduced · −60 sh | |
| 12 | Apple Inc COM | $3.3M | 11.3K | 2.0% | ▲+1.3% Added · +150 sh | |
| 13 | American Centy ETF TR US SML CP VALU | $3.2M | 25.7K | 2.0% | ▲+6.0% Added · +1K sh | |
| 14 | Roblox Corp CL A | $3.2M | 58.7K | 1.9% | ▲+3.8% Added · +2K sh | |
| 15 | Axon Enterprise Inc COM | $3.0M | 5.3K | 1.8% | ▲+9.4% Added · +457 sh | |
| 16 | Walmart Inc COM | $2.9M | 25.7K | 1.8% | ▼−2.4% Reduced · −645 sh | |
| 17 | Nextracker Inc CLASS A COM | $2.9M | 24.0K | 1.7% | ▼−2.8% Reduced · −700 sh | |
| 18 | Oracle Corporation COM | $2.8M | 19.3K | 1.7% | —Held | |
| 19 | TJX Cos Inc New COM | $2.8M | 18.3K | 1.7% | —Held | |
| 20 | Qualcomm Inc COM | $2.6M | 14.3K | 1.6% | —Held | |
| 21 | Coca-Cola Company COM | $2.4M | 29.9K | 1.5% | —Held | |
| 22 | Shopify Inc CL A CL A | $2.3M | 20.6K | 1.4% | ▲+1.8% Added · +364 sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.3M | 32.2K | 1.4% | ▲+96% Added · +16K sh | |
| 24 | Broadcom Inc COM | $2.0M | 5.2K | 1.2% | ▼−0.1% Reduced · −4 sh | |
| 25 | Ishares TR RUS MID CAP ETF | $1.9M | 17.5K | 1.2% | ▼−3.4% Reduced · −616 sh | |
| 26 | Meta Platforms Inc Class A CL A | $1.9M | 3.4K | 1.2% | ▲+1.4% Added · +48 sh | |
| 27 | Salesforce Inc COM | $1.8M | 11.7K | 1.1% | ▲+1.9% Added · +220 sh | |
| 28 | American Centy ETF TR US EQT ETF | $1.7M | 13.7K | 1.1% | —Held | |
| 29 | Walt Disney Company COM | $1.7M | 18.0K | 1.1% | —Held | |
| 30 | Western Ast Infl LKD Opp & I COM | $1.6M | 192.6K | 1.0% | —Held | |
| 31 | Ge Healthcare Techs Inc COMMON STOCK | $1.5M | 24.0K | 0.9% | ▼−3.1% Reduced · −783 sh | |
| 32 | Home Depot Inc COM | $1.5M | 4.3K | 0.9% | ▼−0.7% Reduced · −30 sh | |
| 33 | Adobe Inc COM | $1.5M | 7.2K | 0.9% | ▼−2.3% Reduced · −173 sh | |
| 34 | Ishares TR RUS 1000 GRW ETF | $1.5M | 11.9K | 0.9% | ▲+300% Added · +9K sh | |
| 35 | Ishares TR RUSSELL 3000 ETF | $1.4M | 3.4K | 0.9% | —Held | |
| 36 | Lam Research Corp COM NEW | $1.4M | 3.2K | 0.9% | —Held | |
| 37 | Micron Technology Inc COM | $1.4M | 1.2K | 0.8% | —Held | |
| 38 | Accenture PLC Ireland SHS CLASS A | $1.3M | 10.3K | 0.8% | —Held | |
| 39 | BlackRock Muniyield Quality COM | $1.3M | 112.7K | 0.8% | ▲+0.1% Added · +60 sh | |
| 40 | Chevron Corp New COM | $1.2M | 7.5K | 0.8% | ▼−1.2% Reduced · −91 sh | |
| 41 | Ishares Gold TR ISHARES NEW | $1.2M | 16.3K | 0.7% | —Held | |
| 42 | Tesla Inc COM | $1.2M | 2.9K | 0.7% | ▼−0.9% Reduced · −26 sh | |
| 43 | Neuberger Berman Mun FD Inc COM | $1.1M | 107.3K | 0.7% | ▲+1.9% Added · +2K sh | |
| 44 | On Holding AG NAMEN AKT A | $1.1M | 31.4K | 0.7% | ▼−1.7% Reduced · −530 sh | |
| 45 | Coherent Corp COM | $1.1M | 2.7K | 0.7% | —Held | |
| 46 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.6% | ▼−0.1% Reduced · −2 sh | |
| 47 | Costco WHSL Corp New Com COM | $929K | 993 | 0.6% | —Held | |
| 48 | Visa Inc Class A COM CL A | $904K | 2.6K | 0.5% | —Held | |
| 49 | Crowdstrike Hldgs Inc CL A | $890K | 1.2K | 0.5% | ▲+11% Added · +118 sh | |
| 50 | RTX Corp COM | $886K | 4.7K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 121 | $164.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 117 | $148.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 122 | $156.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 128 | $159.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 128 | $145.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 473 | $137.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 476 | $142.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.