Institutions / Athena Investment Management
Athena Investment Management
CIK 1921093 · Institution · as of Dec 31, 2025
Portfolio value
$195.18M
Positions
155
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 155 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab U.S. Large-Cap ETF | $35.17M | 18.0% |
| Schwab International Equity ETF | $9.00M | 4.6% |
| Schwab U.S. Small-Cap ETF | $8.54M | 4.4% |
| JPMorgan Chase & Co | $7.82M | 4.0% |
| Microsoft Corp | $6.75M | 3.5% |
| Apple Inc. | $4.63M | 2.4% |
| Schwab U.S. Large-Cap Growth ETF | $4.19M | 2.1% |
| UnitedHealth Group Inc. | $4.08M | 2.1% |
| RTX Corp | $2.81M | 1.4% |
| AbbVie Inc. | $2.59M | 1.3% |
| GE Aerospace | $2.58M | 1.3% |
| Schwab U.S. Mid-Cap ETF | $2.49M | 1.3% |
| Vanguard Large Cap ETF | $2.39M | 1.2% |
| iShares Russell 2000 Index | $2.37M | 1.2% |
| Pepsico Inc | $2.35M | 1.2% |
| Broadcom Inc. | $2.20M | 1.1% |
| Home Depot, Inc. | $2.16M | 1.1% |
| IShares MSCI EAFE Index | $2.00M | 1.0% |
| Aflac Inc | $1.95M | 1.0% |
| International Business Machines Corp | $1.91M | 1.0% |
| Johnson & Johnson | $1.74M | 0.9% |
| Vanguard Growth ETF | $1.74M | 0.9% |
| Intel Corp | $1.67M | 0.9% |
| Chevron Corp | $1.63M | 0.8% |
| Bank of America Corp | $1.62M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.