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The Analysis of Atala Financial Inc's Holdings & P&L

Currently, Atala Financial Inc holds 117 types of securities in its portfolio with a total value $148.9M. In the most recent quarter, they have increased their positions in MHD (+298.7K shares, valued at $3.4M), MUC (+132.9K shares, valued at $1.4M), MQT (+112.7K shares, valued at $1.2M); decreased their positions in IBM (-4.1K shares, valued at $1.0M), MELI (-544 shares, valued at $935.7K), PYPL (-13.8K shares, valued at $615.1K); initiated new positions in MQT (+112.7K shares, valued at $1.2M), TPL (+1.7K shares, valued at $781.3K), MYI (+54.7K shares, valued at $609.8K).

1M P&L

-850.8K-0.69%

3M P&L

-6.9M-5.30%

HY P&L

-5.1M-3.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A39.8M

30.8%

2Software - Infrastructure7.5M

5.8%

3Farm & Heavy Construction Machinery6.9M

5.3%

Top Industries by Stock Count

1N/A33 stocks

30.6%

2Software - Infrastructure5 stocks

4.6%

3Drug Manufacturers - General4 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC32.8K shares2.58%2026-03-312026-04-10

VTI VANGUARD INDEX FDS26.8K shares7.09%2026-03-312026-04-10

DE DEERE & CO11.2K shares0.27%2026-03-312026-04-10

MAR MARRIOTT INTL INC NEW CL A13.7K shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORP24.5K shares1.68%2026-03-312026-04-10

MUC BLACKROCK MUNIHLDNGS CALI QL405.6K shares48.72%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS16.7K shares-19.79%2026-03-312026-04-10

MHD BLACKROCK MUNIHOLDINGS FD IN358.8K shares496.98%2026-03-312026-04-10

Sponsored

MSFT MICROSOFT CORP9.8K shares2.42%2026-03-312026-04-10

WMT WALMART INC26.4K shares0.24%2026-03-312026-04-10

RBLX ROBLOX CORP56.5K shares9.42%2026-03-312026-04-10

NXT NEXTRACKER INC24.7K shares-11.51%2026-03-312026-04-10

AMZN AMAZON COM INC14.4K shares1.62%2026-03-312026-04-10

TJX TJX COS INC NEW18.3K shares0.00%2026-03-312026-04-10

ORCL ORACLE CORPORATION19.3K shares0.46%2026-03-312026-04-10

AAPL APPLE INC11.1K shares1.15%2026-03-312026-04-10

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GEHC2518C85 GEHC2518C859.6K shares7.01%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR24.3K shares3.34%2026-03-312026-04-10

SHOP SHOPIFY INC CL A20.2K shares1.59%2026-03-312026-04-10

KO COCA-COLA COMPANY29.9K shares0.28%2026-03-312026-04-10

CRM SALESFORCE INC11.4K shares5.61%2026-03-312026-04-10

AXON AXON ENTERPRISE INC4.9K shares38.07%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.3K shares0.00%2026-03-312026-04-10

META META PLATFORMS INC CLASS A3.4K shares3.10%2026-03-312026-04-10

Sponsored

QCOM QUALCOMM INC14.3K shares-6.02%2026-03-312026-04-10

ADBE ADOBE INC7.4K shares-1.58%2026-03-312026-04-10

GEHC GE HEALTHCARE TECHS INC24.8K shares0.35%2026-03-312026-04-10

IWR ISHARES TR18.1K shares0.48%2026-03-312026-04-10

DIS WALT DISNEY COMPANY18.0K shares0.30%2026-03-312026-04-10

BROADCOM INC BROADCOM INC5.2K shares2.01%2026-03-312026-04-10

WIW WESTERN AST INFL LKD OPP & I192.6K shares2.67%2026-03-312026-04-10

AVUS AMERICAN CENTY ETF TR13.7K shares0.00%2026-03-312026-04-10

Sponsored

CVX CHEVRON CORP NEW7.6K shares172.75%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR16.3K shares0.00%2026-03-312026-04-10

HD HOME DEPOT INC4.4K shares-0.25%2026-03-312026-04-10

IWF ISHARES TR3.0K shares0.00%2026-03-312026-04-10

IWV ISHARES TR3.4K shares1.93%2026-03-312026-04-10

MQT BLACKROCK MUNIYIELD QUALITY112.7K sharesnew addition2026-03-312026-04-10

TSLA TESLA INC2.9K shares2.64%2026-03-312026-04-10

ONON ON HOLDING AG31.9K shares29.01%2026-03-312026-04-10

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VEA VANGUARD TAX-MANAGED FDS16.4K shares-8.07%2026-03-312026-04-10

NBH NEUBERGER BERMAN MUN FD INC105.3K shares0.06%2026-03-312026-04-10

COST COSTCO WHSL CORP NEW COM993 shares1.22%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO3.1K shares1.94%2026-03-312026-04-10

RTX RTX CORP4.7K shares2.23%2026-03-312026-04-10

TMUS T-MOBILE US INC4.4K shares-16.25%2026-03-312026-04-10

FOXA FOX CORP14.5K shares0.00%2026-03-312026-04-10

PYPL PAYPAL HOLDINGS INC17.7K shares-43.73%2026-03-312026-04-10

Sponsored

V VISA INC CLASS A2.6K shares1.19%2026-03-312026-04-10

VHT VANGUARD INDEX FDS2.9K shares1.96%2026-03-312026-04-10

TPL TEXAS PAC LD CORP1.7K sharesnew addition2026-03-312026-04-10

MELI MERCADOLIBRE INC451 shares-54.67%2026-03-312026-04-10

NAC NUVEEN CA QUALTY MUN INCOME63.4K shares-2.76%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP3.2K shares1.79%2026-03-312026-04-10

COHERENT CORP COHERENT CORP2.7K shares1.87%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-04-10

Sponsored

MA MASTERCARD INC CL A1.3K shares1.55%2026-03-312026-04-10

MYI BLACKROCK MUNIYIELD QUALITY54.7K sharesnew addition2026-03-312026-04-10

WFC WELLS FARGO & CO NEW7.4K shares-5.84%2026-03-312026-04-10

VO VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-10

NFLX NETFLIX INC6.0K shares1.44%2026-03-312026-04-10

CAT CATERPILLAR INC778 shares1.70%2026-03-312026-04-10

VB VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-10

CEV EATON VANCE CALIF MUN INCOM52.6K shares0.00%2026-03-312026-04-10

Sponsored

AXP AMERICAN EXPRESS COMPANY1.7K shares-14.22%2026-03-312026-04-10

IWD ISHARES TR2.4K shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON2.1K shares1.53%2026-03-312026-04-10

VGT VANGUARD INDEX FDS727 shares2.11%2026-03-312026-04-10

LLY ELI LILLY & CO533 shares1.72%2026-03-312026-04-10

HAL HALLIBURTON CO13.0K shares0.00%2026-03-312026-04-10

BMY BRISTOL MYERS SQUIBB CO7.6K shares0.00%2026-03-312026-04-10

PAA PLAINS ALL AMERN PIPELINE L21.3K shares0.00%2026-03-312026-04-10

Sponsored

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.00%2026-03-312026-04-10

LII LENNOX INTL INC986 shares1.75%2026-03-312026-04-10

AVDE AMERICAN CENTY ETF TR5.2K shares0.00%2026-03-312026-04-10

KYN KAYNE ANDERSON ENERGY INFRST31.6K shares0.00%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC1.2K shares1.97%2026-03-312026-04-10

VGIT VANGUARD INTER-TERM TREAS INDEX FD7.1K shares0.00%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC1.0K shares13.30%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC799 shares1.78%2026-03-312026-04-10

Sponsored

IOO ISHARES TR3.1K shares0.00%2026-03-312026-04-10

UNP UNION PACIFIC CORP1.5K shares1.77%2026-03-312026-04-10

POCT INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC415 shares1.72%2026-03-312026-04-10

IDA IDACORP INC2.5K shares1.95%2026-03-312026-04-10

LINDE PLC NEW LINDE PLC NEW708 shares1.87%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC2.4K shares1.53%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR5.8K sharesnew addition2026-03-312026-04-10

Sponsored

AVT AVNET INC5.5K shares1.93%2026-03-312026-04-10

MMC Marsh2.0K shares54.64%2026-03-312026-04-10

BAC BANK OF AMERICA CORP6.9K shares1.84%2026-03-312026-04-10

FDX FEDEX CORPORATION918 shares2.00%2026-03-312026-04-10

BA BOEING CO1.6K shares1.93%2026-03-312026-04-10

PANW PALO ALTO NETWORKS2.0K shares1.06%2026-03-312026-04-10

VTV VANGUARD INDEX FDS1.6K shares1.21%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC2.7K shares1.80%2026-03-312026-04-10

Sponsored

IUSV ISHARES TR2.9K shares0.00%2026-03-312026-04-10

URI UNITED RENTALS INC403 shares1.77%2026-03-312026-04-10

CSCO CISCO SYS INC3.4K shares1.95%2026-03-312026-04-10

HON HONEYWELL INTERNATIONAL INC1.2K shares1.94%2026-03-312026-04-10

GILD GILEAD SCIENCES INC1.9K shares0.00%2026-03-312026-04-10

PG PROCTER & GAMBLE CO1.8K shares-2.85%2026-03-312026-04-10

AVIV AMERICAN CENTY ETF TR3.3K shares0.00%2026-03-312026-04-10

OBDC BLUE OWL CAPITAL CORP23.3K shares-2.18%2026-03-312026-04-10

Sponsored

MCO MOODY'S CORP576 shares0.00%2026-03-312026-04-10

DASH DOORDASH INC1.6K shares1.72%2026-03-312026-04-10

MO ALTRIA GROUP INC3.5K sharesnew addition2026-03-312026-04-10

JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2026-03-312026-04-10

T AT&T INC7.8K sharesnew addition2026-03-312026-04-10

SBUX STARBUCKS CORP2.4K sharesnew addition2026-03-312026-04-10

VEU VANGUARD INTL EQUITY INDEX F A2.9K shares0.00%2026-03-312026-04-10

SPOT SPOTIFY TECHNOLOGY S A452 shares-31.72%2026-03-312026-04-10

Sponsored

PRU PRUDENTIAL FINL INC2.1K shares0.00%2026-03-312026-04-10

MMU WESTERN ASSET MANAGED MUNS F15.0K sharesnew addition2026-03-312026-04-10

NZF NUVEEN MUNICIPAL CREDIT INC12.1K shares-39.84%2026-03-312026-04-10

HLN HALEON PLC10.9K shares0.00%2026-03-312026-04-10

NRGV ENERGY VAULT HOLDINGS INC13.4K shares0.00%2026-03-312026-04-10

ALPHABET INC

2.58%

Shares32.8K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

7.09%

Shares26.8K

Event2026-03-31

Filed2026-04-10

DEERE & CO

0.27%

Shares11.2K

Event2026-03-31

Filed2026-04-10

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORP

1.68%

Shares24.5K

Event2026-03-31

Filed2026-04-10

MUC

BLACKROCK MUNIHLDNGS CALI QL

48.72%

Shares405.6K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

-19.79%

Shares16.7K

Event2026-03-31

Filed2026-04-10

MHD

BLACKROCK MUNIHOLDINGS FD IN

496.98%

Shares358.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

2.42%

Shares9.8K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

0.24%

Shares26.4K

Event2026-03-31

Filed2026-04-10

RBLX

ROBLOX CORP

9.42%

Shares56.5K

Event2026-03-31

Filed2026-04-10

NXT

NEXTRACKER INC

-11.51%

Shares24.7K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

1.62%

Shares14.4K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

0.00%

Shares18.3K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORPORATION

0.46%

Shares19.3K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

1.15%

Shares11.1K

Event2026-03-31

Filed2026-04-10

GEHC2518C85

7.01%

Shares9.6K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

3.34%

Shares24.3K

Event2026-03-31

Filed2026-04-10

SHOP

SHOPIFY INC CL A

1.59%

Shares20.2K

Event2026-03-31

Filed2026-04-10

COCA-COLA COMPANY

0.28%

Shares29.9K

Event2026-03-31

Filed2026-04-10

CRM

SALESFORCE INC

5.61%

Shares11.4K

Event2026-03-31

Filed2026-04-10

AXON

AXON ENTERPRISE INC

38.07%

Shares4.9K

Event2026-03-31

Filed2026-04-10

ACCENTURE PLC IRELAND

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-10