Athena Investment Management

CIK: 0001921093SEC EDGAR →

Portfolio Value

$195.2B

Holdings

155

As of

Q4 2025

New Positions

4

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Schwab U.S. Large-Cap ETF

1,306,764$35.2B
18.02%
2

Schwab International Equity ETF

374,454$9.0B
4.61%
3

Schwab U.S. Small-Cap ETF

299,745$8.5B
4.37%
4

JP Morgan Chase & Co.

24,278$7.8B
4.01%
5

Microsoft Corp

13,947$6.7B
3.46%
6

Apple Inc.

17,021$4.6B
2.37%
7

Schwab U.S. Large-Cap Growth ETF

128,302$4.2B
2.14%
8

UnitedHealth Group Inc.

12,353$4.1B
2.09%
9

RTX Corp.

15,296$2.8B
1.44%
10

AbbVie Inc.

11,340$2.6B
1.33%

Quarterly Changes

Top Buys

MSFT↑ Increased
$462.3M
VV↑ Increased
$357.1M
GOOGL↑ Increased
$343.8M
VEA↑ Increased
$340.8M
ACNNEW
$306.0M

Top Sells

SCHX↓ Decreased
$703.2M
KELCLOSED
$408.7M
LLY↓ Decreased
$379.5M
DDCLOSED
$249.0M
RTX↓ Decreased
$245.0M

New Positions (5)

$306.0M · 1K shares
$274.0M · 10K shares
$214.0M · 2K shares
$214.0M · 3K shares
$201.0M · 915 shares

Closed Positions (5)

$408.7M · 5K shares
$249.0M · 3K shares
$224.7M · 1K shares
$202.8M · 1K shares
$127.8M · 19K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services53$104.9B53.8%
Technology17$25.8B13.2%
Healthcare17$18.7B9.6%
Industrials20$15.6B8.0%
Consumer Defensive8$6.8B3.5%
Unknown9$5.1B2.6%
Energy7$5.1B2.6%
Consumer Cyclical6$4.4B2.3%
Communication Services6$4.4B2.3%
Utilities7$2.6B1.3%
Basic Materials5$1.7B0.9%