Atala Financial Inc
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$148.9M
Holdings
117
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q4 2025: New position (1.1k shares)
6.5%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +86.8% (1.6k → 2.9k shares)
5.8%
03
$DE
DEERE & CO
Held since at least Q1 2024
4.3%
04
$MAR
MARRIOTT INTL INC NEW CL A
Held since at least Q1 2024
3.0%
05
$NVDA
NVIDIA CORP
Q1 2026: Increased +40.8% (7.7k → 10.9k shares)
2.9%
06
$MUC
BLACKROCK MUNIHLDNGS CALI QL
Held since at least Q1 2024
2.9%
07
$IBM
INTERNATIONAL BUSINESS MACHS
Q1 2026: Increased +4.6% (7.8k → 8.2k shares)
2.7%
08
$MHD
BLACKROCK MUNIHOLDINGS FD IN
Held since at least Q1 2024
2.7%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 3.7% (3.3k → 3.2k shares)
2.4%
10
$WMT
WALMART INC
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.