Fund HoldingsAthena Investment Management

Total Portfolio Value
$195.18M
Total Bought
$5.22M
Total Sold
$5.33M
Net Transaction
-$113.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Schwab U.S. Large-Cap ETF1,308,3431,306,764-1,57934,46235,16518.02%+703
Lilly (Eli) & C.(LLY)01,281+1,28101,3770.71%+1,377
Vanguard Large Cap ETF6,6007,591+9912,0322,3901.22%+358
Alphabet Inc. Cl. A(GOOG)4,7974,827+301,1661,5110.77%+345
Vanguard FTSE Developed Markets ETF13,73918,642+4,9038231,1650.60%+341
Accenture Ltd.
SHS CLASS A
01,144+1,14403070.16%+307
Schwab International Equity ETF373,859374,454+5958,7039,0024.61%+298
Warner Bros. Discovery Inc.(WBD)09,518+9,51802740.14%+274
RTX Corp.(RTX)15,29915,296-32,5602,8051.44%+245
Gilead Sciences, Inc.(GILD)01,749+1,74902150.11%+215
International Flavors and Fragrances(IFF)03,177+3,17702140.11%+214
Vanguard FTSE Emerging Markets ETF5,0078,821+3,8142714740.24%+203
Vanguard Dividend Appreciation ETF0915+91502010.10%+201
Merck & Company Inc(MRK)8,6478,777+1307269240.47%+198
Viatris Inc.(VTRS)61,49363,884+2,3916097950.41%+187
Amgen Incorporated(AMGN)3,8743,883+91,0931,2710.65%+178
Johnson & Johnson(JNJ)8,4378,413-241,5641,7410.89%+177
Vanguard Total International Stock ETF5,8187,902+2,0844275960.31%+169
Apple Inc.(AAPL)17,53717,021-5164,4664,6272.37%+162
Applied Materials3,2713,189-826708200.42%+150
Broadcom Inc.(AVGO)6,2166,351+1352,0512,1981.13%+147
Bristol-Myers Squibb Co(BMY)015,115+15,11508150.42%+815
Cisco Systems Inc.(CSCO)016,811+16,81101,2950.66%+1,295
Caterpillar Inc(CAT)1,4891,466-237108400.43%+129
Vanguard Small-Cap ETF2,4902,918+4286337530.39%+120
Alphabet Inc. Cl. C(GOOG)1,9221,856-664685820.30%+114
Wells Fargo(WFC)9,4479,635+1887928980.46%+106
JP Morgan Chase & Co.(JPM)24,46624,278-1887,7177,8234.01%+106
Intel Corp(INTC)46,56745,128-1,4391,5621,6650.85%+103
Bank of America Corp29,41929,41901,5181,6180.83%+100
Schwab U.S. Small-Cap ETF302,407299,745-2,6628,4378,5374.37%+100
Schwab U.S. Large-Cap Growth ETF128,143128,302+1594,0894,1852.14%+96
White Mountain Insurance Group Ltd.
COM
0229+22904760.24%+476
Amphenol Corp5,8316,023+1927228140.42%+92
Exxon Mobil Corporation12,22612,220-61,3781,4710.75%+92
International Business Machines(IBM)06,435+6,43501,9060.98%+1,906
Vanguard Health Care Sector ETF
HEALTH CAR ETF
2,7902,804+147248070.41%+83
Vanguard Growth ETF3,4843,566+821,6711,7400.89%+69
Analog Devices(ADI)2,2662,26605576150.31%+58
Keysight Technologies(KEYS)2,0362,03603564140.21%+58
IShares MSCI EAFE Index20,86920,86901,9492,0041.03%+56
Vanguard Energy Sector ETF
ENERGY ETF
10,28610,708+4221,2951,3480.69%+54
Wal-Mart Stores Inc(WMT)06,660+6,66007420.38%+742
Pepsico Inc.(PEP)16,38316,38302,3012,3511.20%+50
GE Aerospace(GE)8,4238,368-552,5342,5781.32%+44
iShares U.S. Healthcare ETF6,5466,54603844260.22%+42
iShares Russell 2000 Index9,6299,62902,3302,3701.21%+40
Goldman Sachs(GS)0678+67805960.31%+596
Schwab U.S. Mid-Cap ETF82,91382,959+462,4582,4951.28%+37
Reliance Inc.(RS)02,424+2,42407000.36%+700
QUALCOMM Inc.(QCOM)5,5565,610+549249600.49%+35
Charles Schwab Corp.(SCHW)7,7087,70807367700.39%+34
iShares S&P 500 Index2,3102,307-31,5461,5800.81%+34
Hexcel Corp.(HXL)3,2413,209-322032370.12%+34
Vanguard Mid-Cap ETF2,9363,088+1528628960.46%+34
Morgan Stanley(MS)1,8031,80302873200.16%+33
Avery Dennison Corp01,648+1,64803000.15%+300
Technology Select Sector SPDR ETF
ST STR TECHN ETF
4,5109,020+4,5101,2711,2990.67%+27
Constellation Energy Corp.(CEG)01,729+1,72906110.31%+611
iShares MSCI Emerging Markets ex-China
MSCI EMRG CHN
4,9404,94003333590.18%+26
CVS Health Corp.(CVS)6,4896,479-104895140.26%+25
Agilent Technologies(A)2,8812,88103703920.20%+22
NextEra Energy(NEE)5,7885,713-754374590.23%+22
GE Healthcare Technologies Inc.(GEHC)03,019+3,01902480.13%+248
Goodyear Tire & Rubber Co(GT)015,610+15,61001370.07%+137
Schwab U.S. Large-Cap Value ETF38,51038,51001,1211,1400.58%+19
SPDR Dow Jones Industrial Avg. ETF(DIA)01,078+1,07805180.27%+518
Boeing Co(BA)3,5463,606+607657830.40%+18
Coca-Cola Company(KO)04,475+4,47503130.16%+313
SPDR S&P 500 ETF(SPY)1,0051,00506696850.35%+16
Bank of New YorkMellon Corp.2,1002,10002292440.12%+15
Invesco QQQ Trust1,5031,491-129029160.47%+14
Amazon.com Inc(AMZN)01,141+1,14102630.13%+263
PG&E Corp(PCG)12,31012,31001861980.10%+12
Deere & Co.(DE)01,297+1,29706040.31%+604
iShares U.S. Financial Services ETF03,345+3,34503090.16%+309
Constellation Brands Cl. A(STZ)02,358+2,35803250.17%+325
McDonalds Corp(MCD)3,9803,98001,2091,2160.62%+7
iShares MSCI EAFE Small Cap Index07,640+7,64005920.30%+592
Vanguard Small Cap Value ETF1,9981,99804174230.22%+6
iShares Russell 2000 Value Index1,3251,32502342400.12%+6
Ishares Russell 1000 ETF71271202602660.14%+6
iShares Russell 2000 Growth Index1,6941,69405425470.28%+5
Synchrony Financial(SYF)03,808+3,80803180.16%+318
Medtronic Inc(MDT)5,4585,45805205240.27%+4
Dow Inc.(DOW)09,370+9,37002190.11%+219
Vanguard FTSE All-World Ex-US Small Cap ETF1,8001,80002572580.13%+1
Financial Select Sector SPDR ETF
ST STR FINL ETF
05,570+5,57003050.16%+305
iShares MSCI EAFE Growth Index04,619+4,61905260.27%+526
iShares Russell Mid-Cap Index02,299+2,29902210.11%+221
Corteva Inc.(CTVA)03,697+3,69702480.13%+248
Consumer Discretionery SPDR ETF
ST STR DISCR ETF
3,3506,700+3,3508038000.41%-3
General Dynamics Corp.(GD)75975902592560.13%-3
Centerpoint Energy(CNP)7,9007,90003073030.16%-4
Disney (Walt) Co(DIS)05,711+5,71106500.33%+650
Union Pacific Corp.(UNP)0877+87702030.10%+203
ConocoPhillips(COP)4,9444,94404684630.24%-5
iShares Core S&P Mid-Cap ETF9,6419,457-1846296240.32%-5
NVIDIA Corp.(NVDA)4,5844,559-258558500.44%-5
Vanguard Industrial Sector ETF
INDUSTRIAL ETF
938913-252782720.14%-5
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