Athena Investment Management
Athena Investment Management reported 132 positions worth $168.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHX (17.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $28.8M | 17.10% | 979,866 | — | — | |
| ▸ 2 | SCHA | SH | $9.0M | 5.34% | 249,377 | — | — | |
| ▸ 3 | SCHF | SH | $8.1M | 4.79% | 291,526 | — | — | |
| ▸ 4 | JPM | SH | $6.2M | 3.68% | 18,980 | — | — | |
| ▸ 5 | INTC | SH | $4.4M | 2.59% | 31,232 | — | — | |
| ▸ 6 | 910581107 | SH | $4.1M | 2.46% | 9,963 | — | — | |
| ▸ 7 | SCHG | SH | $4.0M | 2.39% | 119,086 | — | — | |
| ▸ 8 | MSFT | SH | $3.7M | 2.18% | 9,851 | — | — | |
| ▸ 9 | AAPL | SH | $3.1M | 1.83% | 10,693 | — | — | |
| ▸ 10 | VV | SH | $2.6M | 1.57% | 7,699 | — | — |
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Frequently Asked Questions
What stocks does Athena Investment Management hold as of Q2 2026?
Athena Investment Management reported 132 positions worth $168.7M in its Q2 2026 13F filing. Largest positions: SCHX (17.1%), SCHA (5.3%), SCHF (4.8%), JPM (3.7%) and INTC (2.6%).
What did Athena Investment Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Athena Investment Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.