Atala Financial Inc
118 holdingsFiling period: 2026-03-31Current AUM: $160.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 32.8K | $9.7M | $12.0M | 7.46% | +826 | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 26.8K | $8.7M | $9.9M | 6.19% | +1.8K | 2026-03-31 |
| 3 | DE | DEERE & CO | 11.2K | $6.3M | $6.7M | 4.15% | +30 | 2026-03-31 |
| 4 | MAR | MARRIOTT INTL INC NEW CL A | 13.7K | $4.5M | $5.1M | 3.19% | -- | 2026-03-31 |
| 5 | NVDA | NVIDIA CORP | 24.5K | $4.3M | $5.0M | 3.08% | +405 | 2026-03-31 |
| 6 | MUC | BLACKROCK MUNIHLDNGS CALI QL | 405.6K | $4.3M | $4.3M | 2.69% | +132.9K | 2026-03-31 |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 16.7K | $4.1M | $3.8M | 2.35% | -4,130 | 2026-03-31 |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN | 358.8K | $4.1M | $4.2M | 2.59% | +298.7K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 9.8K | $3.6M | $4.6M | 2.83% | +231 | 2026-03-31 |
| 10 | WMT | WALMART INC | 26.4K | $3.3M | $2.9M | 1.83% | +63 | 2026-03-31 |
| 11 | RBLX | ROBLOX CORP | 56.5K | $3.3M | $2.1M | 1.28% | +4.9K | 2026-03-31 |
| 12 | NXT | NEXTRACKER INC | 24.7K | $3.0M | $2.3M | 1.41% | -3,219 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 14.4K | $3.0M | $3.9M | 2.45% | +229 | 2026-03-31 |
| 14 | TJX | TJX COS INC NEW | 18.3K | $3.0M | $2.9M | 1.82% | -- | 2026-03-31 |
| 15 | ORCL | ORACLE CORPORATION | 19.3K | $2.8M | $2.5M | 1.55% | +89 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 11.1K | $2.8M | $3.4M | 2.14% | +126 | 2026-03-31 |
| 17 | GOOG | GEHC2518C85 | 9.6K | $2.8M | $3.5M | 2.17% | +629 | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 24.3K | $2.7M | $3.1M | 1.90% | +784 | 2026-03-31 |
| 19 | SHOP | SHOPIFY INC CL A | 20.2K | $2.4M | $2.4M | 1.48% | +317 | 2026-03-31 |
| 20 | KO | COCA-COLA COMPANY | 29.9K | $2.3M | $2.6M | 1.63% | +85 | 2026-03-31 |
| 21 | CRM | SALESFORCE INC | 11.4K | $2.1M | $2.1M | 1.30% | +607 | 2026-03-31 |
| 22 | AXON | AXON ENTERPRISE INC | 4.9K | $2.1M | $2.6M | 1.62% | +1.3K | 2026-03-31 |
| 23 | — | ACCENTURE PLC IRELAND | 10.3K | $2.0M | $2.0M | 1.26% | -- | 2026-03-31 |
| 24 | META | META PLATFORMS INC CLASS A | 3.4K | $1.9M | $1.9M | 1.17% | +101 | 2026-03-31 |
| 25 | QCOM | QUALCOMM INC | 14.3K | $1.8M | $2.1M | 1.31% | -913 | 2026-03-31 |
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