Atria Investments, Inc

CIK

1535865

City

Charlotte

State / Country

Stock

Top Portfolio Positions

1,306 positions · $4,684,452,865 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	965,738	$168,424,707	3.60%
MSFT	Microsoft Corp Technology	378,958	$140,278,882	2.99%
GLD	Spdr Gold Trust	268,197	$115,402,487	2.46%
AAPL	Apple Inc. Technology	423,596	$107,504,428	2.29%
AMZN	Amazon Com Inc Consumer Cyclical	443,540	$92,376,075	1.97%
QQQ	Invesco Qqq Trust, Series 1	149,884	$86,510,047	1.85%
GOOGL	Alphabet Inc. Communication Services	288,814	$83,051,353	1.77%
SPY	Spdr S&P 500 ETF Trust	118,413	$77,008,710	1.64%
AVGO	Broadcom Inc. Technology	245,852	$76,093,652	1.62%
META	Meta Platforms, Inc. Communication Services	129,961	$74,354,586	1.59%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,255,733	114,976	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$55,362,625	115,202	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$53,140,430	114,591	-1.7%	Shares	Sole	2025-11-06
2025-06-30	$51,351,147	116,535	+1.3%	Shares	Sole	2025-08-04
2025-03-31	$48,313,912	115,066	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$49,621,384	116,619	-0.5%	Shares	Sole	2025-02-06
2024-09-30	$49,583,740	117,186	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$45,863,512	117,259	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$47,017,618	118,206	-2.7%	Shares	Sole	2024-05-21
2023-12-31	$45,775,760	121,463	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$41,129,850	122,794	+23.8%	Shares	Sole	2023-11-07
2023-06-30	$34,116,109	99,218	-21.8%	Shares	Sole	2023-08-04
2023-03-31	$42,214,467	126,915	+9.1%	Shares	Sole	2023-05-10
2022-12-31	$38,554,552	116,363	-1.4%	Shares	Sole	2023-01-31
2022-09-30	$33,906,858	118,019	+6.0%	Shares	Sole	2022-11-01
2022-06-30	$34,257,287	111,290	-11.6%	Shares	Sole	2022-08-11
2022-03-31	$43,671,099	125,915	+3.3%	Shares	Sole	2022-05-02
2021-12-31	$44,272,358	121,855	+9.6%	Shares	Sole	2022-02-04
2021-09-30	$37,615,479	111,193	+6.2%	Shares	Sole	2021-11-16
2021-06-30	$36,103,501	104,663	+27.6%	Shares	Sole	2021-08-10
2021-03-31	$27,077,401	82,008	+69.2%	Shares	Sole	2021-05-11
2020-12-31	$14,820,723	48,467	+52.7%	Shares	Sole	2021-02-12
2020-09-30	$8,809,237	31,745	+84.4%	Shares	Sole	2020-11-05
2020-06-30	$4,438,200	17,211	+35.3%	Shares	Sole	2020-09-22
2020-03-31	$2,788,824	12,721	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.