Atria Investments, Inc
Top Portfolio Positions
1,306 positions ·
$4,685,677,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
965,738 | $168,424,707 | 3.59% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SONY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,793,085 | 231,550 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,176,819 | 241,282 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,860,426 | 238,292 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,907,919 | 265,383 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,670,359 | 262,716 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,834,574 | 370,254 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,336,181 | 69,182 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,169,234 | 68,819 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,108,738 | 64,657 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,286,761 | 67,946 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $889,467 | 53,966 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,062,616 | 59,008 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,040,063 | 57,367 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $781,076 | 51,198 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $560,347 | 43,743 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $691,038 | 42,255 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,064,034 | 51,798 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,590,668 | 62,922 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,305,065 | 59,010 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $974,319 | 50,109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $908,251 | 42,838 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,643,602 | 81,286 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $545,846 | 35,560 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $402,972 | 29,146 | Shares | Sole | 2020-09-22 | |
| No 13F history on record for this holder in this stock. | ||||||