Atria Investments, Inc
Sector Allocation
- Other45.7%$4.7B
- Technology19.1%$2.0B
- Financials10.4%$1.1B
- Healthcare5.6%$574.7M
- Industrials4.8%$491.0M
- Consumer Discretionary3.9%$395.4M
- Consumer Staples2.6%$269.2M
- Energy2.5%$259.8M
- Materials1.6%$167.5M
- Utilities1.4%$148.8M
AUM History
13fpro.ai/research/fund/atria-investments-inc-1535865
Conviction and streaks
Stable · top 10 = 16.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$328.6M
NVDA
$244.9MMSFT
$224.1MAAPL
$162.2M- VANGUARD$161.2M
- VANGUARD$130.1M
AMZN
$119.5MGOOGL
$113.4MMETA
$100.8MGLD
$93.0MAVGO
$92.4M- VANGUARD$92.4M
- VANGUARD$90.6M
- VANGUARD$88.1M
- ISHARES$87.4M
GOOG
$86.7M- BLACKROCK$85.6M
SPY
$80.0M- VANGUARD$79.9M
- SPDR$76.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/atria-investments-inc-1535865
Atria Investments, Inc 13F holdings — Q3 2026
$10.3B portfolio (+2.9% QoQ) · 2,136 holdings · Q3 2026 13F · top 10 are 16% of the stock portfolio
- 1
ISHARES TR - ETF
$328.6M
3.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $244.9M
2.4% of stocks
+11%This quarter-0.6%Since filed11+ qtrsHeld$224.1M
2.2% of stocks
+25%This quarter-1.3%Since filed11+ qtrsHeld$162.2M
1.6% of stocks
+18%This quarter+0.6%Since filed11+ qtrsHeld- 5
VANGUARD INDEX FDS - ETF
$161.2M
1.6% of stocks
-24%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - ETF
$130.1M
1.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $119.5M
1.2% of stocks
+14%This quarter-2.2%Since filed11+ qtrsHeld$113.4M
1.1% of stocks
+15%This quarter-8.9%Since filed11+ qtrsHeld$100.8M
1.0% of stocks
+14%This quarter-14.4%Since filed11+ qtrsHeld$93.0M
0.9% of stocks
-23%This quarter-3.9%Since filed11+ qtrsHeld
All holdings — Atria Investments, Inc (Q3 2026)
2,136 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $92.4M | 0.9% | 263K | +11% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - ETFetf/fund | — | $92.4M | 0.9% | 247K | +2% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - ETFetf/fund | — | $90.6M | 0.9% | 1.60M | +2% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - Common Stocketf/fund | — | $88.1M | 0.9% | 408K | -0.1% | — | — | 13F |
| 15 | — | ISHARES TR - ETFetf/fund | — | $87.4M | 0.8% | 614K | +2% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $86.7M | 0.8% | 254K | +7% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | BLACKROCK ETF TRUST - ETFetf/fund | — | $85.6M | 0.8% | 1.24M | +11% | — | — | 13F |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $80.0M | 0.8% | 105K | -38% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - Common Stocketf/fund | — | $79.9M | 0.8% | 1.13M | -0.6% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ETFetf/fund | — | $76.2M | 0.7% | 832K | +22% | — | — | 13F |
| 21 | — | ISHARES TR - ETFetf/fund | — | $74.5M | 0.7% | 1.69M | +22% | — | — | 13F |
| 22 | — | ISHARES INC - ETFetf/fund | — | $73.9M | 0.7% | 910K | -9% | — | — | 13F |
| 23 | JPMORGAN CHASE & CO | Financials | $72.0M | 0.7% | 218K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | PIMCO ETF TR - ETFetf/fund | — | $67.8M | 0.7% | 675K | +38% | — | — | 13F |
| 25 | — | GMO ETF TRUST - Common Stocketf/fund | — | $66.6M | 0.7% | 1.56M | -9% | — | — | 13F |
| 26 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $63.8M | 0.6% | 140K | +4% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $61.8M | 0.6% | 233K | -0.7% | |||
| 28 | — | ISHARES TR - ETF | — | $59.6M | 0.6% | 261K | +1% | |||
| 29 | $V | VISA INC. | Financials | $56.9M | 0.6% | 158K | +8% | |||
| 30 | — | ISHARES TR - ETF | — | $51.9M | 0.5% | 536K | +9% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $50.9M | 0.5% | 249K | +7% | |||
| 32 | — | BLACKROCK ETF TRUST - ETF | — | $50.6M | 0.5% | 1.39M | +70% | |||
| 33 | — | AMERICAN CENTY ETF TR - ETF | — | $47.8M | 0.5% | 1.08M | +3% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $45.8M | 0.5% | 40K | +16% | |||
| 35 | — | FIRST TR EXCHANGE-TRADED FD - ETF | — | $45.6M | 0.4% | 257K | +3% | |||
| 36 | — | SELECT SECTOR SPDR TR - ETF | — | $45.5M | 0.4% | 233K | +0.3% | |||
| 37 | $GS | GOLDMAN SACHS GROUP INC | Financials | $45.4M | 0.4% | 454K | +0.3% | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $42.9M | 0.4% | 40K | +22% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $41.9M | 0.4% | 160K | +4% | |||
| 40 | $TSLA | Tesla, Inc. | Consumer Discretionary | $40.9M | 0.4% | 115K | +0.6% | |||
| 41 | — | ISHARES TR - ETF | — | $40.0M | 0.4% | 529K | +304% | |||
| 42 | $PM | Philip Morris International Inc. | Consumer Staples | $37.5M | 0.4% | 196K | +11% | |||
| 43 | — | BLACKROCK ETF TRUST - ETF | — | $37.3M | 0.4% | 762K | +33% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $36.4M | 0.3% | 223K | +7% | |||
| 45 | — | ISHARES TR - ETF | — | $34.9M | 0.3% | 341K | +2% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F - ETF | — | $33.8M | 0.3% | 569K | +0.3% | |||
| 47 | — | AMERICAN CENTY ETF TR - ETF | — | $33.7M | 0.3% | 484K | +5% | |||
| 48 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $31.8M | 0.3% | 52K | +24% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $31.5M | 0.3% | 465K | +1% | |||
| 50 | — | SCHWAB STRATEGIC TR - ETF | — | $31.4M | 0.3% | 1.14M | -0.1% | |||
| 51 | — | ISHARES TR - ETF | — | $31.3M | 0.3% | 261K | -18% | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $30.9M | 0.3% | 287K | -2% | |||
| 53 | — | BLACKROCK ETF TRUST - ETF | — | $30.5M | 0.3% | 646K | -11% | |||
| 54 | $KO | COCA COLA CO | Consumer Staples | $28.9M | 0.3% | 336K | +14% | |||
| 55 | $MRK | Merck & Co., Inc. | Healthcare | $28.9M | 0.3% | 199K | +4% | |||
| 56 | $ASML | ASML HOLDING NV | Technology | $28.6M | 0.3% | 16K | +17% | |||
| 57 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $27.9M | 0.3% | 76K | +6% | |||
| 58 | $MA | Mastercard Inc | Financials | $26.9M | 0.3% | 49K | +10% | |||
| 59 | — | ISHARES TR - ETF | — | $26.4M | 0.3% | 136K | +7% | |||
| 60 | — | ISHARES TR - ETF | — | $26.4M | 0.3% | 99K | +10% | |||
| 61 | $NFLX | NETFLIX INC | Communication Services | $25.9M | 0.3% | 372K | +17% | |||
| 62 | — | PUTNAM ETF TRUST - ETF | — | $25.8M | 0.3% | 491K | +23% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $25.7M | 0.3% | 52K | +13% | |||
| 64 | — | VANGUARD BD INDEX FDS - ETF | — | $25.7M | 0.3% | 366K | +5% | |||
| 65 | $ORCL | ORACLE CORP | Technology | $25.6M | 0.3% | 187K | -0.4% | |||
| 66 | — | VANGUARD INDEX FDS - ETF | — | $25.3M | 0.3% | 72K | +3% | |||
| 67 | — | ISHARES TR - ETF | — | $25.2M | 0.3% | 1.15M | +1% | |||
| 68 | — | VANGUARD INDEX FDS - Common Stock | — | $25.0M | 0.2% | 108K | +3% | |||
| 69 | — | VANGUARD CHARLOTTE FDS - ETF | — | $24.5M | 0.2% | 522K | +3% | |||
| 70 | — | VANGUARD INDEX FDS - ETF | — | $24.3M | 0.2% | 72K | +3% | |||
| 71 | — | ISHARES TR - ETF | — | $24.2M | 0.2% | 305K | -3% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $24.1M | 0.2% | 232K | -0.3% | |||
| 73 | — | AMERICAN CENTY ETF TR - ETF | — | $24.1M | 0.2% | 204K | +4% | |||
| 74 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $24.0M | 0.2% | 441K | +20% | |||
| 75 | — | ISHARES TR - ETF | — | $23.6M | 0.2% | 314K | -6% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $23.6M | 0.2% | 77K | +197% | |||
| 77 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $23.1M | 0.2% | 45K | +3% | |||
| 78 | — | SPDR SERIES TRUST - ETF | — | $22.7M | 0.2% | 253K | +12% | |||
| 79 | — | BLACKROCK ETF TRUST - ETF | — | $22.5M | 0.2% | 513K | +2% | |||
| 80 | $ADI | ANALOG DEVICES INC | Technology | $22.3M | 0.2% | 56K | -4% | |||
| 81 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $21.8M | 0.2% | 32K | +17% | |||
| 82 | — | VANGUARD WORLD FD - ETF | — | $21.7M | 0.2% | 173K | +0.4% | |||
| 83 | $LRCX | LAM RESEARCH CORP | Technology | $21.4M | 0.2% | 65K | -7% | |||
| 84 | — | VANGUARD MALVERN FDS - ETF | — | $21.3M | 0.2% | 433K | +9% | |||
| 85 | — | FIRST TR EXCHANGE-TRADED FD - ETF | — | $21.1M | 0.2% | 354K | -7% | |||
| 86 | $PANW | Palo Alto Networks Inc | Technology | $20.9M | 0.2% | 53K | +6% | |||
| 87 | — | VANGUARD INDEX FDS - ETF | — | $20.9M | 0.2% | 73K | -2% | |||
| 88 | — | SELECT SECTOR SPDR TR - ETF | — | $20.8M | 0.2% | 339K | -5% | |||
| 89 | — | VANECK ETF TRUST - ETF | — | $20.7M | 0.2% | 34K | +18% | |||
| 90 | $APH | AMPHENOL CORP /DE/ | Technology | $20.6M | 0.2% | 245K | +140% | |||
| 91 | $META | Meta Platforms, Inc. | Technology | $20.5M | 0.2% | 269K | +9% | |||
| 92 | — | SPDR INDEX SHS FDS - ETF | — | $20.5M | 0.2% | 409K | +7% | |||
| 93 | $TXN | TEXAS INSTRUMENTS INC | Technology | $20.5M | 0.2% | 73K | +5% | |||
| 94 | — | DIMENSIONAL ETF TRUST - ETF | — | $20.4M | 0.2% | 518K | +3% | |||
| 95 | $COP | CONOCOPHILLIPS | Energy | $20.0M | 0.2% | 160K | +19% | |||
| 96 | — | ISHARES TR - ETF | — | $19.9M | 0.2% | 325K | +3% | |||
| 97 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $19.8M | 0.2% | 247K | +4% | |||
| 98 | — | BLACKROCK ETF TRUST - ETF | — | $19.7M | 0.2% | 630K | -11% | |||
| 99 | — | ISHARES TR - Common Stock | — | $19.3M | 0.2% | 61K | -57% | |||
| 100 | $DIS | Walt Disney Co | Communication Services | $19.2M | 0.2% | 183K | +8% | |||
| 101 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $18.9M | 0.2% | 130K | -2% | |||
| 102 | — | VANGUARD ADMIRAL FDS INC - ETF | — | $18.7M | 0.2% | 218K | +9% | |||
| 103 | $PH | Parker-Hannifin Corp | Industrials | $18.5M | 0.2% | 19K | -1% | |||
| 104 | — | SERIES PORTFOLIOS TR - ETF | — | $18.3M | 0.2% | 696K | +3% | |||
| 105 | $AMGN | AMGEN INC | Healthcare | $18.3M | 0.2% | 43K | -1.0% | |||
| 106 | — | SELECT SECTOR SPDR TR - ETF | — | $18.2M | 0.2% | 108K | +79% | |||
| 107 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $18.0M | 0.2% | 35K | +14% | |||
| 108 | — | AMERICAN CENTY ETF TR - ETF | — | $17.8M | 0.2% | 197K | +5% | |||
| 109 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $17.5M | 0.2% | 61K | +13% | |||
| 110 | $SCHW | SCHWAB CHARLES CORP | Financials | $17.4M | 0.2% | 178K | +16% | |||
| 111 | — | SCHWAB STRATEGIC TR - Common Stock | — | $17.4M | 0.2% | 484K | -7% | |||
| 112 | $LIN | LINDE PLC | Materials | $17.3M | 0.2% | 37K | +16% | |||
| 113 | $C | CITIGROUP INC | Financials | $17.2M | 0.2% | 133K | +4% | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $17.1M | 0.2% | 373K | +7% | |||
| 115 | $DELL | Dell Technologies Inc. | Technology | $16.9M | 0.2% | 31K | -3% | |||
| 116 | $MCD | MCDONALDS CORP | Consumer Discretionary | $16.9M | 0.2% | 73K | +14% | |||
| 117 | — | VANGUARD ADMIRAL FDS INC - ETF | — | $16.9M | 0.2% | 153K | +5% | |||
| 118 | — | ISHARES TR - ETF | — | $16.7M | 0.2% | 133K | -38% | |||
| 119 | — | ISHARES TR - ETF | — | $16.5M | 0.2% | 150K | +11% | |||
| 120 | $CB | Chubb Ltd | Financials | $16.3M | 0.2% | 50K | +6% | |||
| 121 | — | UNIFIED SER TR - ETF | — | $16.2M | 0.2% | 750K | +11% | |||
| 122 | $GEV | GE Vernova Inc. | Industrials | $16.2M | 0.2% | 17K | -2% | |||
| 123 | $MDT | Medtronic plc | Healthcare | $16.2M | 0.2% | 188K | +20% | |||
| 124 | — | VANGUARD STAR FDS - ETF | — | $16.2M | 0.2% | 191K | +17% | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $16.0M | 0.2% | 15K | +13% | |||
| 126 | — | J P MORGAN EXCHANGE TRADED F - ETF | — | $15.9M | 0.2% | 356K | -13% | |||
| 127 | — | UNIFIED SER TR - ETF | — | $15.9M | 0.2% | 333K | +11% | |||
| 128 | $CRM | Salesforce, Inc. | Technology | $15.8M | 0.1% | 69K | +42% | |||
| 129 | $WT | WisdomTree, Inc. | Financials | $15.6M | 0.1% | 161K | -12% | |||
| 130 | $SHOP | SHOPIFY INC. | Technology | $15.6M | 0.1% | 105K | -5% | |||
| 131 | $PLD | Prologis, Inc. | Real Estate | $15.6M | 0.1% | 120K | +7% | |||
| 132 | $MS | MORGAN STANLEY | Financials | $15.5M | 0.1% | 83K | +9% | |||
| 133 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $15.5M | 0.1% | 59K | +648% | |||
| 134 | — | PIMCO ETF TR - ETF | — | $15.2M | 0.1% | 598K | +10% | |||
| 135 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $15.2M | 0.1% | 115K | +12% | |||
| 136 | $BA | BOEING CO | Industrials | $15.2M | 0.1% | 81K | +8% | |||
| 137 | $ELV | Elevance Health, Inc. | Healthcare | $15.0M | 0.1% | 39K | +25% | |||
| 138 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $15.0M | 0.1% | 68K | +3% | |||
| 139 | — | PIMCO ETF TR - ETF | — | $15.0M | 0.1% | 172K | -13% | |||
| 140 | $BNY | Bank of New York Mellon Corp | Financials | $15.0M | 0.1% | 104K | +0.4% | |||
| 141 | — | ISHARES TR - ETF | — | $14.9M | 0.1% | 534K | +12% | |||
| 142 | $GS | GOLDMAN SACHS GROUP INC | Financials | $14.9M | 0.1% | 17K | -13% | |||
| 143 | $ETN | Eaton Corp plc | Industrials | $14.9M | 0.1% | 35K | +3% | |||
| 144 | — | ISHARES TR - ETF | — | $14.8M | 0.1% | 146K | +26% | |||
| 145 | $MNST | Monster Beverage Corp | Consumer Staples | $14.8M | 0.1% | 355K | +112% | |||
| 146 | — | ISHARES TR - ETF | — | $14.8M | 0.1% | 160K | +0.9% | |||
| 147 | $WT | WisdomTree, Inc. | Financials | $14.7M | 0.1% | 323K | -1% | |||
| 148 | $WELL | WELLTOWER INC. | Real Estate | $14.7M | 0.1% | 64K | +7% | |||
| 149 | — | FIRST TR EXCHANGE TRADED FD - ETF | — | $14.5M | 0.1% | 185K | +5% | |||
| 150 | — | BLACKROCK ETF TRUST - ETF | — | $14.4M | 0.1% | 483K | +1% |
What changed in Q3 2026
Against the previous quarter's 13F: 167 new, 1,243 added to, 716 trimmed, 133 sold out. Share-count changes; largest moves by dollar size first.
New positions (167)
- FIRST TR EXCHNG TRADED FD VI - ETF$9.2M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - ETF$8.9M
first bought this quarter
- FEDERATED HERMES ETF TRUST - ETF$8.7M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - ETF$8.2M
first bought this quarter
- 2023 ETF SERIES TRUST - ETF$7.9M
first bought this quarter
- FIDELITY COVINGTON TRUST - ETF$6.5M
first bought this quarter
+161 more in the Excel export
Added to (1,243)
now $224.1M · held 11+ qtrs
now $162.2M · held 11+ qtrs
now $244.9M · held 11+ qtrs
- PIMCO ETF TR - ETF+38%
now $67.8M
now $113.4M · held 11+ qtrs
now $119.5M · held 11+ qtrs
+1,237 more in the Excel export
Trimmed (716)
- STATE STR SPDR DOW JONES IND - ETF-87%
now $7.6M
- VANGUARD INDEX FDS - ETF-24%
now $161.2M
now $80.0M · held 11+ qtrs
- FIDELITY COVINGTON TRUST - ETF-94%
now $2.3M
now $93.0M · held 11+ qtrs
- ISHARES TR - Common Stock-57%
now $19.3M
+710 more in the Excel export
Sold out (133)
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $8.3M
- FIRST TR EXCHNG TRADED FD VI - FT VEST US EQTwas $7.7M
- FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQTwas $7.6M
- DIMENSIONAL ETF TRUST - WORLD EX US COREwas $5.4M
- PIMCO ETF TR - ENHNCD LW DUR ACwas $5.2M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $4.4M
+127 more in the Excel export
Holdings by quarter
Every 13F Atria Investments, Inc has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Atria Investments?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Atria Investments's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 36% over the last 4
Top 10 weight
16%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Atria Investments, Inc disclosed 2,136 positions worth $10.3B in its Form 13F-HR for Q3 2026, followed by $NVDA and $MSFT. During the quarter the fund opened 167 new positions and exited 133. The portfolio is most concentrated in Other (45.7% of disclosed assets). All figures are sourced directly from Atria Investments, Inc’s Form 13F-HR filing with the SEC under CIK 1535865.
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AI-Powered Hedge Fund Analysis: Atria Investments, Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Atria Investments, Inc (SEC CIK: 1535865), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Atria Investments, Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.