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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $122M AUM 106 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 64 Added 23 Reduced 16 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDX FEDEX CORP Industrials 3,112.0 $1.1M 0.91% +1K +56.9% $356.24 +9.2%
22 NEE NEXTERA ENERGY INC Utilities 11,795.0 $1.1M 0.90% +4K +43.7% $92.88 -3.4%
23 FXI ISHARES TR 29,047.0 $1.0M 0.85% +767.0 +2.7% $35.90 -0.1%
24 SCHW SCHWAB CHARLES CORP Financial Services 11,074.0 $1.0M 0.85% +4K +50.8% $93.98 -4.1%
25 GM GENERAL MTRS CO Consumer Cyclical 13,898.0 $1.0M 0.85% +5K +53.3% $74.50 +3.6%
26 CVX CHEVRON CORPORATION Energy 4,968.0 $1.0M 0.84% +60.0 +1.2% $206.89 -7.7%
27 NOC NORTHROP GRUMMAN CORP Industrials 1,483.0 $1.0M 0.83% +483.0 +48.3% $682.40 -19.2%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,035.0 $1.0M 0.82% +707.0 +53.2% $491.45 -8.1%
29 COF CAPITAL ONE FINL CORP Financial Services 5,456.0 $995K 0.81% +2K +56.4% $182.42 +2.3%
30 BLK BLACKROCK INC Financial Services 950.0 $913K 0.75% +412.0 +76.6% $961.53 +10.6%
31 PLD PROLOGIS INC. Real Estate 6,860.0 $907K 0.74% +2K +48.1% $132.18 +9.5%
32 JCI JOHNSON CONTROLS INTERNATION Industrials 6,814.0 $892K 0.73% +2K +52.9% $130.94 +3.5%
33 CTVA CORTEVA INC Basic Materials 10,612.0 $888K 0.73% +4K +49.8% $83.71 -5.6%
34 GS GOLDMAN SACHS GROUP INC Financial Services 993.0 $840K 0.69% +372.0 +59.9% $846.13 +16.8%
35 PHM PULTE GROUP INC Consumer Cyclical 6,914.0 $813K 0.67% +2K +51.6% $117.61 -1.2%
36 REGN REGENERON PHARMACEUTICALS Healthcare 990.0 $765K 0.62% +401.0 +68.1% $772.34 -15.9%
37 PPL PPL CORP Utilities 18,396.0 $703K 0.57% +5K +38.0% $38.20 -7.2%
38 SNY SANOFI SA Healthcare 14,111.0 $680K 0.56% +5K +59.4% $48.18 -7.3%
39 APOS APOLLO GLOBAL MGMT INC Financial Services 6,008.0 $669K 0.55% +2K +56.9% $111.43 -76.5%
40 URI UNITED RENTALS INC Industrials 884.0 $644K 0.53% +408.0 +85.7% $728.58 +28.5%
Page 2 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.8%
Financial Services 18.7%
Energy 14.8%
Healthcare 10.1%
Consumer Cyclical 8.9%
Industrials 7.3%
Consumer Defensive 6.6%
Communication Services 4.1%
Basic Materials 4.1%
Utilities 3.2%