Atria Investments, Inc

Atria Investments, Inc reported 2,111 holdings worth US$9.98B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Atria Investments, Inc reported 2,111 holdings worth US$9.98B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 28, 2026 (Form 13F).

Holdings
2,111
Value as reported
US$9.98B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation968KUS$194M1.9%
Alphabet Inc (google) Class C522KUS$187M1.9%
Microsoft Corp.350KUS$130M1.3%
Apple Inc413KUS$120M1.2%
Amazon.com, Inc.422KUS$101M1.0%
Broadcom Inc.238KUS$89.9M0.90%
Meta Platforms, Inc.122KUS$68.9M0.69%
Jp Morgan Chase & Co.210KUS$68.6M0.69%
Taiwan Semiconductor Manufacturing Co., Ltd.134KUS$64M0.64%
Johnson & Johnson235KUS$59.6M0.60%
Visa Inc.147KUS$50.4M0.50%
Tesla, Inc.114KUS$48.2M0.48%
Eli Lilly And Company34,121US$40.9M0.41%
Abbvie Inc.154KUS$38.8M0.39%
Chevron Corporation233KUS$38.7M0.39%
Micron Technology, Inc.32,935US$38M0.38%
Cisco Systems, Inc.295KUS$34.6M0.35%
Philip Morris International Inc177KUS$32M0.32%
Applied Materials, Inc.43,600US$31.5M0.32%
Lam Research Corporation69,785US$30.2M0.30%
Unitedhealth Group Incorporated71,840US$29.9M0.30%
Exxon Mobil Corporation208KUS$28.4M0.28%
Oracle Corporation188KUS$27.5M0.28%
Asml Holding Nv13,503US$26.9M0.27%
Berkshire Hathaway Inc.53,231US$26.6M0.27%
Walmart Inc.233KUS$26.3M0.26%
Merck & Company, Inc.190KUS$24.5M0.24%
Advanced Micro Devices Inc41,861US$24.3M0.24%
Coca-cola Company (the)296KUS$24M0.24%
Analog Devices, Inc.58,683US$23.3M0.23%
Mastercard Incorporated44,252US$22.7M0.23%
Netflix, Inc.318KUS$22.7M0.23%
Bank Of America Corporation367KUS$20.9M0.21%
Caterpillar, Inc.19,582US$20.9M0.21%
Texas Instruments Incorporated69,917US$20.8M0.21%
Ge Vernova Inc.17,350US$20.4M0.20%
Wells Fargo & Company237KUS$19.6M0.20%
Procter & Gamble Company (the)133KUS$19.4M0.19%
Home Depot, Inc. (the)54,503US$19.2M0.19%
Goldman Sachs Group, Inc. (the)18,998US$19.2M0.19%
Parker-hannifin Corporation19,601US$19.2M0.19%
Amphenol Corporation102KUS$18M0.18%
Citigroup, Inc.128KUS$17.9M0.18%
Corning Incorporated68,378US$17.5M0.17%
Mcdonald's Corporation64,048US$17.3M0.17%
Palo Alto Networks, Inc.49,838US$17M0.17%
Kla Corporation54,767US$16.5M0.17%
American Express Company48,360US$16.4M0.16%
Boeing Company (the)75,494US$16.3M0.16%
Walt Disney Company (the)170KUS$16.3M0.16%
Monster Beverage Corporation168KUS$16.1M0.16%
Pnc Financial Services Group, Inc. (the)65,354US$16.1M0.16%
International Business Machines Corporation56,830US$16M0.16%
Amgen Inc.43,724US$15.8M0.16%
Morgan Stanley75,523US$15.8M0.16%
Tjx Companies, Inc. (the)103KUS$15.6M0.16%
Prologis, Inc.112KUS$15.2M0.15%
Vertex Pharmaceuticals Incorporated30,245US$15M0.15%
The Bank Of New York Mellon Corporation103KUS$14.9M0.15%
Verizon Communications Inc.349KUS$14.8M0.15%
Ge Aerospace39,427US$14.7M0.15%
Nextera Energy, Inc.163KUS$14.3M0.14%
Charles Schwab Corporation (the)153KUS$14.1M0.14%
Conocophillips135KUS$14M0.14%
Intel Corporation100KUS$14M0.14%
Dell Technologies Inc.32,330US$13.9M0.14%
Thermo Fisher Scientific Inc27,658US$13.9M0.14%
Union Pacific Corporation50,443US$13.7M0.14%
Lennar Corporation152KUS$13.7M0.14%
Welltower Inc.59,553US$13.5M0.14%
Pepsico, Inc.96,935US$13.1M0.13%
Fedex Corporation41,348US$12.9M0.13%
Blackrock, Inc.13,355US$12.8M0.13%
Shopify Inc.111KUS$12.7M0.13%
General Dynamics Corporation34,476US$12.2M0.12%
Elevance Health, Inc.30,858US$11.9M0.12%
Magna International Inc.180KUS$11.8M0.12%
U.s. Bancorp194KUS$11.7M0.12%
Qualcomm Incorporated63,249US$11.7M0.12%
American Electric Power Company, Inc.83,365US$11.4M0.11%
Vodafone Group Public Limited Company846KUS$11.2M0.11%
Western Digital Corporation17,325US$11.1M0.11%
Starbucks Corporation108KUS$11M0.11%
Wec Energy Group, Inc.94,457US$11M0.11%
Thor Industries, Inc.145KUS$10.9M0.11%
Costco Wholesale Corporation11,636US$10.9M0.11%
Southern Company (the)113KUS$10.9M0.11%
General Motors Company138KUS$10.7M0.11%
Cummins Inc.14,866US$10.6M0.11%
Capital One Financial Corporation52,677US$10.6M0.11%
Arista Networks, Inc.58,191US$9.89M0.10%
Deere & Company15,556US$9.87M0.10%
Intuitive Surgical, Inc.24,737US$9.84M0.10%
Automatic Data Processing, Inc.43,886US$9.83M0.10%
Gilead Sciences, Inc.76,216US$9.63M0.10%
Lowe's Companies, Inc.43,333US$9.55M0.10%
Novartis Ag60,245US$9.44M0.09%
Entergy Corporation82,087US$9.43M0.09%
Altria Group, Inc.129KUS$9.3M0.09%
Marsh55,681US$9.28M0.09%

Every holding of Atria Investments, Inc

Source

View original at SEC

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