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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNCL FIDELITY COVINGTON TRUST 8,581.0 $602K 0.49% +2K +21.3% $70.20 +5.1%
42 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,767.0 $568K 0.46% +2K +52.5% $98.42 -4.1%
43 INGERSOLL RAND INC 7,043.0 $564K 0.46% +2K +54.2% $80.12
44 UNH UNITEDHEALTH GROUP INC Healthcare 1,946.0 $527K 0.43% +729.0 +59.9% $270.66 +41.6%
45 TMUS T-MOBILE US INC Communication Services 2,452.0 $515K 0.42% +882.0 +56.2% $210.01 -9.5%
46 FIDELITY COVINGTON TRUST 6,807.0 $479K 0.39% +1K +21.8% $70.36
47 SLB SLB LIMITED Energy 9,141.0 $470K 0.38% +242.0 +2.7% $51.39 +11.5%
48 QCOM QUALCOMM INC Technology 3,643.0 $469K 0.38% +1K +59.0% $128.78 +57.2%
49 NRG NRG ENERGY INC Utilities 2,969.0 $434K 0.35% +943.0 +46.5% $146.12 -6.3%
50 BERKSHIRE HATHAWAY INC DEL 833.0 $399K 0.33% +8.0 +1.0% $479.20
51 NVO NOVO-NORDISK A S Healthcare 10,285.0 $378K 0.31% +5K +80.6% $36.75 +20.8%
52 KASPI KZ JSC 4,890.0 $362K 0.30% +432.0 +9.7% $74.07
53 ABNB AIRBNB INC Consumer Cyclical 2,757.0 $348K 0.28% +40.0 +1.5% $126.28 +6.3%
54 FERROVIAL SE 4,684.0 $305K 0.25% +462.0 +10.9% $65.06
55 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,216.0 $296K 0.24% +677.0 +44.0% $133.47 +15.5%
56 EOG EOG RES INC Energy 1,946.0 $281K 0.23% +39.0 +2.0% $144.58 -3.2%
57 V VISA INC Financial Services 922.0 $279K 0.23% +100.0 +12.2% $302.19 +9.5%
58 WCN WASTE CONNECTIONS INC Industrials 1,607.0 $261K 0.21% +170.0 +11.8% $162.40 -3.3%
59 WMB WILLIAMS COS INC Energy 3,550.0 $258K 0.21% +50.0 +1.4% $72.78 +7.0%
60 MA MASTERCARD INCORPORATED Financial Services 495.0 $247K 0.20% +104.0 +26.6% $499.80 -0.0%
Page 3 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%