ATRIA INVESTMENTS LLC
Top Portfolio Positions
1,161 positions ·
$4,678,121,805 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
408,397 | $197,508,957 | 4.22% |
| NVDA |
Nvidia Corp
Technology
|
981,861 | $183,117,076 | 3.91% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
496,116 | $114,513,495 | 2.45% |
| AAPL |
Apple Inc.
Technology
|
402,411 | $109,399,454 | 2.34% |
| QQQ |
Invesco Qqq Trust, Series 1
|
151,647 | $93,158,268 | 1.99% |
| SPY |
Spdr S&P 500 Etf Trust
|
135,956 | $92,711,115 | 1.98% |
| AVGO |
Broadcom Inc.
Technology
|
266,892 | $92,371,321 | 1.97% |
| GOOGL |
Alphabet Inc.
Communication Services
|
287,528 | $89,996,264 | 1.92% |
| GLD |
Spdr Gold Trust
|
214,092 | $84,846,800 | 1.81% |
| META |
Meta Platforms, Inc.
Communication Services
|
128,337 | $84,713,970 | 1.81% |
Portfolio Trend
Holdings in CBU
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,151,212 | 20,042 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,042,032 | 17,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $871,305 | 15,321 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $559,047 | 9,832 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $545,189 | 8,839 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $442,551 | 7,621 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $275,423 | 5,834 | Shares | Sole | 2024-08-13 | |
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