Atala Financial Inc

13F filer · CIK 0002053756

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$165MU.S. long equity reported on 13F

Positions955 new · 6 closed

Net flow last quarter-$19.8KBuys minus sells

Top 10 positions weight32.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202695 positions
GOOGLAlphabet Inc.	$11.8M	7.15%	0.00%	+0.3%	Q4 2024
DEDeere & Co	$7.1M	4.31%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$5.07M	3.08%	0.01%	Not reported	Q4 2024
NVDANvidia Corp	$4.94M	3.00%	0.00%	+0.9%	Q4 2024
IBMInternational Business Machines Corp	$4.71M	2.86%	0.00%	Not reported	Q4 2024
MUCBlackRock Muniholdings California Quality Fund, Inc.	$4.3M	2.62%	Not reported	-3.4%	Q4 2024
MHDBlackRock Muniholdings Fund, Inc.	$4.24M	2.58%	Not reported	-0.7%	Q4 2024
MSFTMicrosoft Corp	$3.74M	2.27%	0.00%	+2.5%	Q4 2024
AMZNAmazon Com Inc	$3.47M	2.11%	0.00%	+1.2%	Q4 2024
GOOGAlphabet Inc.	$3.37M	2.05%	Not reported	-0.6%	Q4 2024
AAPLApple Inc.	$3.26M	1.98%	0.00%	+1.4%	Q4 2024
RBLXRoblox Corp	$3.19M	1.94%	0.01%	+3.8%	Q4 2024
AXONAxon Enterprise, Inc.	$2.99M	1.82%	0.01%	+9.4%	Q4 2024
WMTWalmart Inc.	$2.92M	1.77%	0.00%	-2.4%	Q4 2024
NXTNextpower Inc.	$2.86M	1.74%	0.02%	-2.8%	Q4 2024
ORCLOracle Corp	$2.83M	1.72%	0.00%	Not reported	Q4 2024
TJXTJX Companies Inc	$2.78M	1.69%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$2.64M	1.60%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$2.43M	1.48%	0.00%	Not reported	Q4 2024
SHOPShopify Inc.	$2.35M	1.43%	0.01%	+1.8%	Q4 2024
AVGOBroadcom Inc.	$1.98M	1.20%	0.00%	-0.1%	Q4 2024
METAMeta Platforms, Inc.	$1.92M	1.17%	Not reported	+1.4%	Q4 2024
CRMSalesforce, Inc.	$1.83M	1.11%	0.00%	+1.9%	Q4 2024
DISWalt Disney Co	$1.73M	1.05%	0.00%	Not reported	Q4 2024
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$1.62M	0.98%	Not reported	Not reported	Q4 2024
GEHCGE HealthCare Technologies Inc.	$1.54M	0.93%	0.01%	-3.2%	Q4 2024
HDHome Depot, Inc.	$1.53M	0.93%	0.00%	-0.7%	Q4 2024
ADBEAdobe Inc.	$1.48M	0.90%	0.00%	-2.3%	Q4 2024
LRCXLam Research Corp	$1.4M	0.85%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$1.37M	0.83%	0.00%	Not reported	Q4 2024
ACNAccenture plc	$1.28M	0.78%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$1.25M	0.76%	0.00%	-1.2%	Q4 2024
IAUIshares Gold Trust	$1.23M	0.75%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$1.22M	0.74%	0.00%	-0.9%	Q4 2024
NBHNeuberger Municipal Fund Inc.	$1.13M	0.69%	Not reported	+1.9%	Q4 2024
ONONOn Holding AG	$1.11M	0.68%	0.01%	-1.7%	Q4 2024
COHRCoherent Corp.	$1.07M	0.65%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.03M	0.63%	0.00%	-0.1%	Q4 2024
COSTCostco Wholesale Corp	$929K	0.56%	0.00%	Not reported	Q4 2024
VVisa Inc.	$904K	0.55%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$890K	0.54%	0.00%	+11.3%	Q4 2024
RTXRTX Corp	$886K	0.54%	0.00%	Not reported	Q4 2024
MELIMercadolibre Inc	$833K	0.51%	0.00%	+8.9%	Q4 2024
CATCaterpillar Inc	$828K	0.50%	0.00%	Not reported	Q4 2024
TPLTexas Pacific Land Corp	$805K	0.49%	0.00%	+7.8%	Q4 2024
FOXAFox Corp	$756K	0.46%	1450000.00%	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$699K	0.42%	0.00%	-5.8%	Q4 2024
NACNuveen California Quality Municipal Income Fund	$696K	0.42%	Not reported	-9.5%	Q4 2024
PANWPalo Alto Networks Inc	$672K	0.41%	0.00%	-1.4%	Q4 2024
MAMastercard Inc	$671K	0.41%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 10, 202695 positions
GOOGLAlphabet Inc.	$9.67M	6.50%	0.00%	+2.6%	Q4 2024
DEDeere & Co	$6.34M	4.26%	0.00%	+0.3%	Q4 2024
MARMarriott International Inc	$4.5M	3.02%	0.01%	Not reported	Q4 2024
NVDANvidia Corp	$4.3M	2.89%	0.00%	+1.7%	Q4 2024
MUCBlackRock Muniholdings California Quality Fund, Inc.	$4.25M	2.86%	Not reported	+48.7%	Q4 2024
IBMInternational Business Machines Corp	$4.09M	2.75%	0.00%	-19.8%	Q4 2024
MHDBlackRock Muniholdings Fund, Inc.	$4.09M	2.74%	Not reported	+497.0%	Q4 2024
MSFTMicrosoft Corp	$3.63M	2.44%	0.00%	+2.4%	Q4 2024
WMTWalmart Inc.	$3.28M	2.20%	0.00%	+0.2%	Q4 2024
RBLXRoblox Corp	$3.27M	2.20%	0.01%	+9.4%	Q4 2024
NXTNextpower Inc.	$3.05M	2.05%	0.02%	-11.5%	Q4 2024
AMZNAmazon Com Inc	$3.02M	2.03%	0.00%	+1.6%	Q4 2024
TJXTJX Companies Inc	$2.96M	1.99%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$2.83M	1.90%	0.00%	+0.5%	Q4 2024
AAPLApple Inc.	$2.83M	1.90%	0.00%	+1.2%	Q4 2024
GOOGAlphabet Inc.	$2.81M	1.89%	Not reported	+7.0%	Q4 2024
SHOPShopify Inc.	$2.41M	1.61%	0.01%	+1.6%	Q4 2024
KOCoca Cola Co	$2.27M	1.53%	0.00%	+0.3%	Q4 2024
CRMSalesforce, Inc.	$2.13M	1.43%	0.00%	+5.6%	Q4 2024
AXONAxon Enterprise, Inc.	$2.1M	1.41%	0.01%	+38.1%	Q4 2024
ACNAccenture plc	$2.03M	1.36%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.94M	1.30%	Not reported	+3.1%	Q4 2024
QCOMQualcomm Inc	$1.84M	1.24%	0.00%	-6.0%	Q4 2024
ADBEAdobe Inc.	$1.78M	1.20%	0.00%	-1.6%	Q4 2024
GEHCGE HealthCare Technologies Inc.	$1.77M	1.19%	0.01%	+0.4%	Q4 2024
DISWalt Disney Co	$1.75M	1.17%	0.00%	+0.3%	Q4 2024
AVGOBroadcom Inc.	$1.63M	1.10%	0.00%	+2.0%	Q4 2024
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$1.63M	1.10%	Not reported	+2.7%	Q4 2024
CVXChevron Corp	$1.52M	1.02%	0.00%	+172.8%	Q4 2024
IAUIshares Gold Trust	$1.45M	0.98%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.45M	0.97%	0.00%	-0.3%	Q4 2024
TSLATesla, Inc.	$1.1M	0.74%	0.00%	+2.6%	Q4 2024
ONONOn Holding AG	$1.09M	0.73%	0.01%	+29.0%	Q4 2024
NBHNeuberger Municipal Fund Inc.	$1.06M	0.71%	Not reported	+0.1%	Q4 2024
COSTCostco Wholesale Corp	$993K	0.67%	0.00%	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$929K	0.62%	0.00%	+1.9%	Q4 2024
RTXRTX Corp	$914K	0.61%	0.00%	+2.2%	Q4 2024
TMUST-Mobile US, Inc.	$899K	0.60%	0.00%	-16.3%	Q4 2024
FOXAFox Corp	$843K	0.57%	1450000.00%	Not reported	Q4 2024
PYPLPayPal Holdings, Inc.	$791K	0.53%	0.00%	-43.7%	Q4 2024
VVisa Inc.	$788K	0.53%	0.00%	+1.2%	Q4 2024
TPLTexas Pacific Land Corp	$781K	0.52%	0.00%	Not reported	Q4 2024
MELIMercadolibre Inc	$776K	0.52%	0.00%	-54.7%	Q4 2024
NACNuveen California Quality Municipal Income Fund	$739K	0.50%	Not reported	-2.8%	Q4 2024
LRCXLam Research Corp	$720K	0.48%	0.00%	+1.8%	Q4 2024
COHRCoherent Corp.	$685K	0.46%	0.00%	+1.9%	Q4 2024
MAMastercard Inc	$647K	0.43%	0.00%	+1.6%	Q4 2024
MYIBlackRock Muniyield Quality Fund III, Inc.	$610K	0.41%	Not reported	New	Q1 2026
WFCWells Fargo & Company	$595K	0.40%	0.00%	-5.8%	Q4 2024
NFLXNetflix Inc	$571K	0.38%	0.00%	+1.4%	Q4 2024

Q4 2025Reported Jan 23, 202696 positions
GOOGLAlphabet Inc.	$10M	6.39%	0.00%	-3.5%	Q4 2024
IBMInternational Business Machines Corp	$6.18M	3.94%	0.00%	+1.1%	Q4 2024
DEDeere & Co	$5.2M	3.31%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$4.62M	2.94%	0.00%	-5.3%	Q4 2024
NVDANvidia Corp	$4.49M	2.86%	0.00%	-13.4%	Q4 2024
MARMarriott International Inc	$4.25M	2.71%	0.01%	Not reported	Q4 2024
RBLXRoblox Corp	$4.18M	2.67%	0.01%	+0.6%	Q4 2024
ORCLOracle Corp	$3.75M	2.39%	0.00%	-3.1%	Q4 2024
AMZNAmazon Com Inc	$3.26M	2.08%	0.00%	-6.6%	Q4 2024
SHOPShopify Inc.	$3.2M	2.04%	0.01%	0.0%	Q4 2024
AAPLApple Inc.	$2.99M	1.91%	0.00%	-15.6%	Q4 2024
WMTWalmart Inc.	$2.93M	1.87%	0.00%	-1.6%	Q4 2024
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.89M	1.84%	Not reported	+0.6%	Q4 2024
CRMSalesforce, Inc.	$2.87M	1.83%	0.00%	+6.8%	Q4 2024
TJXTJX Companies Inc	$2.82M	1.80%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$2.82M	1.80%	Not reported	-2.2%	Q4 2024
ACNAccenture plc	$2.77M	1.77%	0.00%	-10.8%	Q4 2024
ADBEAdobe Inc.	$2.63M	1.68%	0.00%	+28.4%	Q4 2024
QCOMQualcomm Inc	$2.6M	1.66%	0.00%	Not reported	Q4 2024
NXTNextpower Inc.	$2.44M	1.55%	0.02%	-3.4%	Q4 2024
METAMeta Platforms, Inc.	$2.15M	1.37%	Not reported	+6.4%	Q4 2024
KOCoca Cola Co	$2.09M	1.33%	0.00%	-2.8%	Q4 2024
DISWalt Disney Co	$2.04M	1.30%	0.00%	-0.5%	Q4 2024
GEHCGE HealthCare Technologies Inc.	$2.03M	1.29%	0.01%	-4.1%	Q4 2024
AXONAxon Enterprise, Inc.	$2M	1.28%	0.00%	+40.0%	Q4 2024
PYPLPayPal Holdings, Inc.	$1.84M	1.17%	0.00%	+4.3%	Q4 2024
AVGOBroadcom Inc.	$1.78M	1.13%	0.00%	+0.3%	Q4 2024
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$1.61M	1.03%	Not reported	-12.6%	Q4 2024
HDHome Depot, Inc.	$1.51M	0.96%	0.00%	-0.2%	Q4 2024
MUEBlackRock Muniholdings Quality Fund II, Inc.	$1.47M	0.93%	Not reported	+13.7%	Q4 2024
IAUIshares Gold Trust	$1.32M	0.84%	0.00%	+59.0%	Q4 2024
TSLATesla, Inc.	$1.28M	0.82%	0.00%	-0.8%	Q4 2024
MDTMedtronic plc	$1.24M	0.79%	0.00%	+4.6%	Q4 2024
ONONOn Holding AG	$1.15M	0.73%	0.01%	-35.1%	Q4 2024
BFKBlackRock Municipal Income Trust	$1.08M	0.69%	Not reported	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$1.07M	0.68%	0.00%	-27.8%	Q4 2024
NBHNeuberger Municipal Fund Inc.	$1.06M	0.68%	Not reported	+3.0%	Q4 2024
FOXAFox Corp	$1.06M	0.68%	1450000.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$995K	0.63%	0.00%	Not reported	Q4 2024
BYMBlackRock Municipal Income Quality Trust	$965K	0.62%	Not reported	+27.6%	Q4 2024
VVisa Inc.	$913K	0.58%	0.00%	-10.3%	Q4 2024
COSTCostco Wholesale Corp	$846K	0.54%	0.00%	-16.9%	Q4 2024
RTXRTX Corp	$838K	0.53%	0.00%	Not reported	Q4 2024
NACNuveen California Quality Municipal Income Fund	$770K	0.49%	Not reported	-37.4%	Q4 2024
AXPAmerican Express Co	$752K	0.48%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$735K	0.47%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$732K	0.47%	0.00%	Not reported	Q4 2024
MHDBlackRock Muniholdings Fund, Inc.	$706K	0.45%	Not reported	+62.9%	Q4 2024
LLYELI LILLY & Co	$563K	0.36%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$554K	0.35%	0.00%	+43.8%	Q4 2024

Q3 2025Reported Nov 4, 2025103 positions
GOOGLAlphabet Inc.	$8.06M	5.05%	0.00%	+2.0%	Q4 2024
RBLXRoblox Corp	$7.11M	4.45%	0.01%	+2.1%	Q4 2024
IBMInternational Business Machines Corp	$5.83M	3.65%	0.00%	+0.4%	Q4 2024
ORCLOracle Corp	$5.58M	3.49%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$5.22M	3.27%	0.00%	+2.0%	Q4 2024
NVDANvidia Corp	$5.18M	3.24%	0.00%	-0.1%	Q4 2024
DEDeere & Co	$5.1M	3.19%	0.00%	+4.0%	Q4 2024
MARMarriott International Inc	$3.57M	2.23%	0.01%	-0.7%	Q4 2024
AMZNAmazon Com Inc	$3.32M	2.08%	0.00%	+2.7%	Q4 2024
AAPLApple Inc.	$3.32M	2.08%	0.00%	-0.3%	Q4 2024
SHOPShopify Inc.	$2.96M	1.85%	0.01%	+0.2%	Q4 2024
MUCBlackRock Muniholdings California Quality Fund, Inc.	$2.94M	1.84%	Not reported	+5.4%	Q4 2024
ACNAccenture plc	$2.85M	1.79%	0.00%	-0.5%	Q4 2024
WMTWalmart Inc.	$2.76M	1.73%	0.00%	Not reported	Q4 2024
TJXTJX Companies Inc	$2.65M	1.66%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$2.53M	1.58%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$2.4M	1.50%	0.00%	+29.2%	Q4 2024
METAMeta Platforms, Inc.	$2.25M	1.41%	Not reported	+7.2%	Q4 2024
GOOGAlphabet Inc.	$2.23M	1.40%	Not reported	+0.2%	Q4 2024
NXTNextpower Inc.	$2.14M	1.34%	0.02%	+4.3%	Q4 2024
DISWalt Disney Co	$2.07M	1.29%	0.00%	Not reported	Q4 2024
ADBEAdobe Inc.	$2.07M	1.29%	0.00%	+20.0%	Q4 2024
KOCoca Cola Co	$2.03M	1.27%	0.00%	Not reported	Q4 2024
PYPLPayPal Holdings, Inc.	$2.03M	1.27%	0.00%	+6.1%	Q4 2024
GEHCGE HealthCare Technologies Inc.	$1.94M	1.21%	0.01%	+4.1%	Q4 2024
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$1.91M	1.19%	Not reported	Not reported	Q4 2024
AXONAxon Enterprise, Inc.	$1.81M	1.13%	0.00%	+105.4%	Q4 2024
HDHome Depot, Inc.	$1.78M	1.11%	0.00%	-1.6%	Q4 2024
TMUST-Mobile US, Inc.	$1.75M	1.10%	0.00%	-0.1%	Q4 2024
AVGOBroadcom Inc.	$1.69M	1.06%	0.00%	+2.0%	Q4 2024
ONONOn Holding AG	$1.61M	1.01%	0.01%	+7.0%	Q4 2024
SPOTSpotify Technology S.A.	$1.45M	0.91%	0.00%	+122.7%	Q4 2024
MDTMedtronic plc	$1.38M	0.86%	0.00%	Not reported	Q4 2024
MUEBlackRock Muniholdings Quality Fund II, Inc.	$1.29M	0.81%	Not reported	+140.3%	Q4 2024
TSLATesla, Inc.	$1.27M	0.80%	0.00%	-0.5%	Q4 2024
NACNuveen California Quality Municipal Income Fund	$1.2M	0.75%	Not reported	-4.5%	Q4 2024
COSTCostco Wholesale Corp	$1.09M	0.68%	0.00%	Not reported	Q4 2024
BFKBlackRock Municipal Income Trust	$1.08M	0.68%	Not reported	-26.5%	Q4 2024
NBHNeuberger Municipal Fund Inc.	$1.05M	0.66%	Not reported	+96.1%	Q4 2024
VVisa Inc.	$991K	0.62%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$974K	0.61%	0.00%	Not reported	Q4 2024
FOXAFox Corp	$914K	0.57%	1450000.00%	Not reported	Q4 2024
RTXRTX Corp	$765K	0.48%	0.00%	+6.0%	Q4 2024
BYMBlackRock Municipal Income Quality Trust	$757K	0.47%	Not reported	+27.8%	Q4 2024
IAUIshares Gold Trust	$744K	0.47%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$732K	0.46%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$675K	0.42%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$658K	0.41%	0.00%	Not reported	Q4 2024
LIILennox International Inc	$513K	0.32%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$493K	0.31%	0.00%	Not reported	Q4 2024

Premium opens every quarter this fund has filed