Atala Financial Inc
CIK
2053756
City
CALABASAS
State / Country
CA
Top Portfolio Positions
93 positions ·
$118,871,071 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
32,814 | $9,435,993 | 7.94% | |
| DE |
Deere & Co
Industrials
|
11,189 | $6,302,763 | 5.30% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
13,690 | $4,477,588 | 3.77% | |
| NVDA |
Nvidia Corp
Technology
|
24,469 | $4,267,393 | 3.59% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
405,607 | $4,218,312 | 3.55% | |
| IBM |
International Business Machines Corp
Technology
|
16,740 | $4,057,608 | 3.41% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
358,833 | $4,047,636 | 3.41% | |
| MSFT |
Microsoft Corp
Technology
|
9,776 | $3,618,781 | 3.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
26,383 | $3,278,879 | 2.76% | |
| RBLX |
Roblox Corp
Communication Services
|
56,497 | $3,195,470 | 2.69% |
Portfolio Trend
6 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,629,260 | 192,584 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,611,346 | 187,584 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,908,620 | 214,693 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,880,710 | 214,693 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,887,151 | 214,693 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,806,110 | 218,393 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||