Atala Financial
Atala Financial reported 121 stocks worth $172M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (8.9%), GOOGL (6.6%) and DE (4.4%). Compared with Q2 2026, the fund opened new positions in MGRC, COP and TDTF, added to VTI, GOOGL and MSFT, trimmed MUC, CRM and AXON and sold out of COHR, COST and TMUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $15.4M | 8.9% | 41K | +12K (+42%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $11.4M | 6.6% | 33K | +302 (+1%) | 8 of 8 | |
| 3 |  DE Deere & Co | $7.5M | 4.4% | 11K | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $5.9M | 3.4% | 12K | +1,533 (+15%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $5.7M | 3.3% | 25K | +425 (+2%) | 8 of 8 | |
| 6 |  MAR Marriott Intl Inc New | $4.9M | 2.8% | 14K | No change | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $4.3M | 2.5% | 17K | +2,669 (+18%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4.3M | 2.5% | 13K | +1,549 (+14%) | 8 of 8 | |
| 9 |  MUC Blackrock Munihldngs Cali QL | $3.8M | 2.2% | 390K | −1,939 (−0%) | 8 of 8 | |
| 10 |  IBM Ibm Corp | $3.7M | 2.1% | 17K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 COHR Coherent Corp | $1.1M | 2,719 |
 COST Costco Whsl Corp New | $929K | 993 |
 TMUS T-Mobile US Inc | $699K | 4,166 |
 XLY State Strt Cons Dsry Slt | $565K | 4,135 |
 OBDC Blue Owl Capital Corporation | $254K | 23K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Atala Financial 13F FAQ
What does Atala Financial own?
Atala Financial reported 121 stocks worth $172M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (8.9%), GOOGL (6.6%) and DE (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Atala Financial buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 25 added to, 18 trimmed and 8 sold out. New positions include MGRC, COP and TDTF. It sold all of COHR, COST and TMUS.
When will Atala Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Atala Financial's portfolio worth?
The Q3 2026 filing reports $172M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.