AF

Atala Financial Inc

13F
Atala Financial Inc
Last update 2025-04-24 472 Stocks (7 new)
Value $137.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(4.24%)IBM(3.72%)DE(3.68%)GOOGL(3.43%)AAL(2.76%)
Summary Stock Picks Current Portfolio
Atala Financial Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
21,149
5,815.6
+6.85%
4.240
+0.27%
0.000
+19.82%
+7.35%
476,615.2
 
IBM
International Business Machines Corp
International Business Machines Corp
20,562
5,112.9
+0.07%
3.720
0%
0.000
+20.50%
+31.78%
265,686.6
Software
DE
Deere & Co
10,775
5,057.3
+0.07%
3.680
0%
0.000
+10.91%
+18.75%
135,364.8
Farm & Heavy Construction Machinery
GOOGL
Alphabet Inc
30,427
4,707.0
+1.83%
3.430
+0.06%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
AAL
American Airlines Group Inc
17,048
3,787.5
+14,106.67%
2.760
+2.74%
0.000
+32.24%
-28.23%
8,250.5
Transportation
MSFT
Microsoft Corp
9,700
3,644.9
+4.53%
2.650
+0.11%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ACN
Accenture PLC
11,628
3,628.4
0%
2.640
0%
0.000
+0.53%
-18.57%
175,918.5
Software
MAR
Marriott International Inc
13,788
3,284.3
0%
2.390
0%
0.010
+23.99%
-1.81%
74,658.6
Travel & Leisure
NVDA
NVIDIA Corp
27,829
3,017.1
-3.77%
2.200
-0.10%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
RBLX
Roblox Corp
50,403
2,940.7
+0.58%
2.140
+0.01%
0.010
+108.51%
+115.17%
84,446.4
Interactive Media

Atala Financial Inc's Historical Top Holdings Breakdowns

Atala Financial Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-3.08%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -99.31%
120
-17,383
AAL
American Airlines Group Inc
2025-03-31
Add
Add
+2.74%
●
10.55 ($15.06) 18.66
$12.51
-16.93%
Add 14106.67%
17,048
16,928
BFZ
Blackrock CA Muni Income Tr
2025-03-31
New Buy
New Buy
+0.79%
●
10.85 ($11.24) 11.5
$10.56
-6.05%
New holding
98,356
98,356
EDR Unlock Delisted
Endeavor Group Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.64%
●
28.53 ($30.64) 35.5
$29.25
-4.54%
Sold Out
0
-29,000
ONON
On Holding AG
2025-03-31
Add
Add
+0.49%
●
43.92 ($52.56) 63.62
$53.12
1.07%
Add 77.73%
34,625
15,143
PYPL
PayPal Holdings Inc
2025-03-31
Add
Add
+0.40%
●
65.15 ($77.89) 91.81
$74.17
-4.78%
Add 44.79%
26,875
8,313
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.29%
●
377.84 ($428.84) 464.11
$365.79
-14.70%
Add 113.62%
1,961
1,043
CRM
Salesforce Inc
2025-03-31
Add
Add
+0.29%
●
268.36 ($311.03) 359.95
$262.38
-15.64%
Add 25.18%
7,292
1,467
MUI
BlackRock Municipal Income Fund Inc
2025-03-31
Sold Out
Sold Out
-0.28%
●
11.78 ($12.1) 12.25
$13.14
8.60%
Sold Out
0
-32,782
NBH
Neuberger Berman Municipal Fund Inc
2025-03-31
Add
Add
+0.27%
●
10.14 ($10.53) 10.82
$9.76
-7.31%
Add 553.65%
42,030
35,600

Atala Financial Inc Total Holding History ($B)

To

Atala Financial Inc's Asset Allocation

To

Atala Financial Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Atala Financial Inc's Hypothetical Growth since 2025-03-31

Atala Financial Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Atala Financial Inc's Holdings Heat Map

Size field:

Atala Financial Inc's Holdings Bubble Chart

Atala Financial Inc News

  • 1

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