Atria Investments, IncStock Holdings
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13F Holdings
$9.18 billion
$ Current Holdings
1,209
# Current Holdings
57
# Positions Opened
530
# Positions Increased
85
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $814,048,469 | 4,281,152 | 4,281,152 | 3,883,260 | 3,591,185 | 3,289,303 | 3,098,213 | 3,120,443 | 3,265,065 | 2,968,219 | |
| VFINX | Vanguard 500 Index Fund | $630,875,663 | 2,886,545 | 2,886,545 | 1,330,651 | 1,194,934 | 1,222,072 | 1,268,930 | 1,293,006 | 1,309,922 | 1,283,506 | |
| NVDA | NVIDIA Corporation | $193,626,459 | 967,697 | 967,697 | 965,738 | 981,861 | 1,001,372 | 942,208 | 912,729 | 942,202 | 958,085 | |