Investor
Atala Financial Inc
CIK 0002053756 · filed 2026-04-10 · SEC filing
13F book
$148.9M
Positions
117
9 new · 14 sold
Largest name
6.5%
Alphabet Inc
Est. mark
−$7.86M
Price effect on 108 names still held. Flow −$7.04K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 32.8K | $9.67M | 6.5% | −$581.4K | Added−$337.9K |
| Vanguard Index Fds | — | 26.8K | $8.66M | 5.8% | −$314.7K | Added$258.8K |
| Deere & Co | DE | 11.2K | $6.34M | 4.3% | $1.13M | Added$1.15M |
| Marriott Intl Inc New | — | 13.7K | $4.5M | 3.0% | $249.4K | Held |
| Nvidia Corp | NVDA | 24.5K | $4.3M | 2.9% | −$254.4K | Added−$183.1K |
| Blackrock Munihldngs Cali Ql | — | 405.6K | $4.25M | 2.9% | −$30.2K | Added$1.36M |
| International Business Machs | — | 16.7K | $4.09M | 2.7% | −$869.5K | Cut−$2.09M |
| Blackrock Muniholdings Fd In | — | 358.8K | $4.09M | 2.7% | −$21K | Added$3.38M |
| Microsoft Corp | MSFT | 9.78K | $3.63M | 2.4% | −$1.07M | Added−$988.5K |
| Walmart Inc. | WMT | 26.4K | $3.28M | 2.2% | $337.4K | Added$345.3K |
| Roblox Corp | RBLX | 56.5K | $3.27M | 2.2% | −$1.19M | Added−$912.8K |
| Nextpower Inc. | NXT | 24.7K | $3.05M | 2.0% | $892.2K | Cut$611.8K |
| Amazon Com Inc | AMZN | 14.4K | $3.02M | 2.0% | −$285.8K | Added−$237.6K |
| Tjx Cos Inc New | — | 18.3K | $2.96M | 2.0% | $146.1K | Held |
| Oracle Corp | — | 19.3K | $2.83M | 1.9% | −$933.9K | Added−$920.9K |
| Apple Inc. | AAPL | 11.1K | $2.83M | 1.9% | −$195.5K | Added−$163.5K |
| Alphabet Inc | — | 9.6K | $2.81M | 1.9% | −$188.9K | Added−$4.74K |
| American Centy Etf Tr | — | 24.3K | $2.7M | 1.8% | $213.1K | Added$300.1K |
| Shopify Inc. | SHOP | 20.2K | $2.41M | 1.6% | −$835.8K | Added−$798.1K |
| Coca Cola Co | KO | 29.9K | $2.27M | 1.5% | $181.5K | Added$188K |
| Salesforce, Inc. | CRM | 11.4K | $2.13M | 1.4% | −$854.6K | Added−$741.7K |
| Axon Enterprise, Inc. | AXON | 4.87K | $2.1M | 1.4% | −$482.9K | Added$96K |
| Accenture Plc Ireland | — | 10.3K | $2.03M | 1.4% | −$741K | Held |
| Meta Platforms, Inc. | META | 3.36K | $1.94M | 1.3% | −$269.6K | Added−$211.3K |
| Qualcomm Inc | — | 14.3K | $1.84M | 1.2% | −$596.6K | Cut−$752.8K |
| Adobe Inc. | ADBE | 7.4K | $1.78M | 1.2% | −$806.4K | Cut−$848K |
| Ge Healthcare Technologies I | — | 24.8K | $1.77M | 1.2% | −$259.4K | Added−$253.2K |
| Ishares Tr | — | 18.1K | $1.77M | 1.2% | $26K | Added$34.4K |
| Disney Walt Co | — | 18K | $1.75M | 1.2% | −$299.2K | Added−$293.9K |
| Broadcom Inc. | AVGO | 5.24K | $1.63M | 1.1% | −$177.2K | Added−$145.2K |
| Western Ast Infl Lkd Opp & I | — | 192.6K | $1.63M | 1.1% | −$22.7K | Added$19.6K |
| American Centy Etf Tr | — | 13.7K | $1.53M | 1.0% | $3K | Held |
| Chevron Corp New | CVX | 7.63K | $1.52M | 1.0% | $131.1K | Added$1.09M |
| Ishares Gold Tr | — | 16.3K | $1.45M | 1.0% | $133.6K | Held |
| Home Depot, Inc. | HD | 4.37K | $1.45M | 1.0% | −$54.7K | Cut−$58.5K |
| Ishares Tr | — | 2.98K | $1.28M | 0.9% | −$128.5K | Held |
| Ishares Tr | — | 3.38K | $1.26M | 0.8% | −$44.2K | Added−$20.3K |
| Blackrock Muniyield Quality | — | 112.7K | $1.2M | 0.8% | — | New |
| Tesla, Inc. | TSLA | 2.92K | $1.1M | 0.7% | −$206.9K | Added−$178.6K |
| On Hldg Ag | — | 31.9K | $1.09M | 0.7% | −$301.5K | Added−$55.5K |
| Vanguard Tax-Managed Fds | — | 16.4K | $1.06M | 0.7% | $38.7K | Cut−$51.3K |
| Neuberger Mun Fd Inc | — | 105.3K | $1.06M | 0.7% | −$3.68K | Added−$3.04K |
| Costco Whsl Corp New | — | 993 | $992.6K | 0.7% | $134.7K | Added$146.7K |
| Jpmorgan Chase & Co. | — | 3.15K | $929K | 0.6% | −$83.8K | Added−$66.1K |
| RTX Corp | RTX | 4.67K | $914.1K | 0.6% | $56.2K | Added$76.1K |
| T-Mobile Us Inc | — | 4.42K | $899.1K | 0.6% | $1.04K | Cut−$173.2K |
| Fox Corp | — | 14.5K | $842.7K | 0.6% | −$216.8K | Held |
| Paypal Hldgs Inc | — | 17.7K | $791.4K | 0.5% | −$243.5K | Cut−$1.05M |
| Visa Inc. | V | 2.63K | $787.8K | 0.5% | −$134.7K | Added−$125.4K |
| Vanguard World Fd | — | 2.87K | $785.8K | 0.5% | −$38.2K | Added−$23.1K |
| Texas Pacific Land Corporati | — | 1.71K | $781.3K | 0.5% | — | New |
| Mercadolibre Inc | MELI | 451 | $775.8K | 0.5% | $673.2K | Cut$549.5K |
| Nuveen Ca Qualty Mun Income | — | 63.4K | $738.7K | 0.5% | −$9.83K | Cut−$31.1K |
| Lam Research Corp | LRCX | 3.23K | $719.5K | 0.5% | $163K | Added$175.7K |
| Coherent Corp. | COHR | 2.72K | $684.8K | 0.5% | $179.6K | Added$192.2K |
| Select Sector Spdr Tr | — | 4.13K | $670.6K | 0.4% | $173K | Held |
| Mastercard Inc | MA | 1.31K | $647.2K | 0.4% | −$97.5K | Added−$87.6K |
| Blackrock Muniyield Quality | — | 54.7K | $609.8K | 0.4% | — | New |
| Wells Fargo Co New | — | 7.39K | $595.1K | 0.4% | −$94K | Cut−$136.8K |
| Vanguard Index Fds | — | 2.03K | $588.9K | 0.4% | −$1.36K | Held |
| Netflix Inc | NFLX | 6K | $570.6K | 0.4% | $8.36K | Added$16.4K |
| Caterpillar Inc | CAT | 778 | $568.8K | 0.4% | $121.1K | Added$130.6K |
| Vanguard Index Fds | — | 2.1K | $555.4K | 0.4% | $14.2K | Held |
| Eaton Vance Calif Mun Incom | — | 52.6K | $531.1K | 0.4% | $3.15K | Held |
| American Express Co | AXP | 1.74K | $527.4K | 0.4% | −$117.4K | Cut−$224.3K |
| Ishares Tr | — | 2.42K | $521.8K | 0.4% | $12K | Held |
| Johnson & Johnson | JNJ | 2.12K | $521K | 0.4% | $80.6K | Added$88.4K |
| Vanguard World Fd | — | 727 | $510.5K | 0.3% | −$36.6K | Added−$26K |
| Eli Lilly & Co | LLY | 533 | $498.1K | 0.3% | −$73.5K | Added−$65.1K |
| Halliburton Co | HAL | 13K | $496K | 0.3% | $129.7K | Held |
| Bristol-Myers Squibb Co | — | 7.59K | $466.8K | 0.3% | $57.3K | Held |
| Plains All Amern Pipeline L | — | 21.3K | $466K | 0.3% | $82.6K | Held |
| Archer-Daniels-Midland Co | ADM | 6.38K | $463.8K | 0.3% | $96.8K | Held |
| Lennox Intl Inc | — | 986 | $461.5K | 0.3% | −$17K | Added−$9K |
| American Centy Etf Tr | — | 5.25K | $452.6K | 0.3% | $20.5K | Held |
| Kayne Anderson Energy Infrst | — | 31.6K | $437.9K | 0.3% | $46.9K | Held |
| Micron Technology Inc | MU | 1.19K | $433.9K | 0.3% | $92.4K | Added$100.8K |
| Vanguard Scottsdale Fds | — | 7.15K | $425.7K | 0.3% | −$2.72K | Held |
| Crowdstrike Hldgs Inc | — | 1.05K | $412.8K | 0.3% | −$69.3K | Added−$20.8K |
| Thermo Fisher Scientific Inc. | TMO | 799 | $398.8K | 0.3% | −$63K | Added−$56.1K |
| Ishares Tr | — | 3.12K | $378.7K | 0.3% | −$16.2K | Held |
| Union Pac Corp | — | 1.49K | $366K | 0.2% | $20.3K | Added$26.6K |
| Innovator Etfs Trust | — | 8.41K | $363.5K | 0.2% | −$5.8K | Held |
| Goldman Sachs Group Inc | — | 415 | $357.8K | 0.2% | −$6.89K | Added−$855 |
| Idacorp Inc | IDA | 2.51K | $357.2K | 0.2% | $38.9K | Added$45.8K |
| Linde Plc | LIN | 708 | $348.7K | 0.2% | $46K | Added$52.4K |
| Palantir Technologies Inc. | PLTR | 2.39K | $348.2K | 0.2% | −$74.7K | Added−$69.5K |
| Select Sector Spdr Tr | — | 5.85K | $346.7K | 0.2% | — | New |
| Avnet Inc | AVT | 5.49K | $344.1K | 0.2% | $78.7K | Added$85.2K |
| Marsh & Mclennan Cos Inc | — | 1.98K | $343.9K | 0.2% | $17.3K | Added$138.8K |
| Bank America Corp | — | 6.9K | $339K | 0.2% | −$39.9K | Added−$33.8K |
| Fedex Corp | FDX | 918 | $333.5K | 0.2% | $67K | Added$73.5K |
| Boeing Co | — | 1.58K | $329.9K | 0.2% | −$13.3K | Added−$7.04K |
| Palo Alto Networks Inc | PANW | 2K | $321K | 0.2% | −$46.4K | Added−$43K |
| Vanguard Index Fds | — | 1.59K | $312.4K | 0.2% | $8.2K | Added$11.9K |
| Citigroup Inc | — | 2.66K | $306.4K | 0.2% | −$4.11K | Added$1.3K |
| Ishares Tr | — | 2.89K | $296.7K | 0.2% | −$87 | Held |
| United Rentals, Inc. | URI | 403 | $295.4K | 0.2% | −$30.2K | Added−$25.1K |
| Cisco Sys Inc | — | 3.4K | $267.5K | 0.2% | $5.52K | Added$10.6K |
| Honeywell Intl Inc | — | 1.15K | $264K | 0.2% | $38.1K | Added$43.2K |
| Gilead Sciences, Inc. | GILD | 1.85K | $258.6K | 0.2% | $31.4K | Held |
| Procter And Gamble Co | PG | 1.77K | $256K | 0.2% | $2.31K | Cut−$5.14K |
| American Centy Etf Tr | — | 3.34K | $253.1K | 0.2% | $15.2K | Held |
| Blue Owl Capital Corporation | — | 23.3K | $250.9K | 0.2% | −$39.1K | Cut−$45.6K |
| Moodys Corp | — | 576 | $250.5K | 0.2% | −$43.8K | Held |
| DoorDash, Inc. | DASH | 1.6K | $240.9K | 0.2% | −$118.7K | Added−$114.7K |
| Altria Group, Inc. | MO | 3.5K | $228.6K | 0.2% | — | New |
| Johnson Ctls Intl Plc | — | 1.66K | $223.7K | 0.1% | — | New |
| At&T Inc | — | 7.83K | $222.7K | 0.1% | — | New |
| Starbucks Corp | SBUX | 2.42K | $218.2K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 2.85K | $217.3K | 0.1% | $7.33K | Held |
| Spotify Technology S.A. | SPOT | 452 | $216.1K | 0.1% | −$46.4K | Cut−$168.4K |
| Prudential Finl Inc | — | 2.08K | $204.9K | 0.1% | −$29.9K | Held |
| Western Asset Managed Muns F | — | 15K | $154.2K | 0.1% | — | New |
| Nuveen Municipal Credit Inc | — | 12.1K | $149.2K | 0.1% | −$2.78K | Cut−$103.4K |
| Haleon Plc | — | 10.9K | $108.7K | 0.1% | −$1.2K | Held |
| Energy Vault Holdings, Inc. | NRGV | 13.4K | $46.1K | 0.0% | −$15.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.