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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002053756

Atala Financial Inc

CALABASAS, CA · File #028-24847

Latest AUM
$156.8M
Positions
122
Top-10 Concentration
42.4%
Filings
5

Sector Allocation

Technology
21.3%$33.5M
Financials
14.3%$22.4M
Industrials
6.4%$10.1M
Healthcare
3.3%$5.2M
Energy
0.5%$792,388
Materials
0.4%$665,664
Utilities
0.2%$373,178

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INCGOOG31,988$10.0M7.82%
2VANGUARD INDEX FDS92290876925,054$8.4M6.56%
3INTERNATIONAL BUSINESS MACHSINTR20,870$6.2M4.83%
4DEERE & CODE11,159$5.2M4.06%
5MICROSOFT CORPMSFT9,545$4.6M3.60%
6NVIDIA CORPNVDA24,064$4.5M3.50%
7MARRIOTT INTL INC NEW CL A57190320213,690$4.2M3.32%
8ROBLOX CORPRBLX51,634$4.2M3.27%
9ORACLE CORPORATIONORCL-PD19,224$3.7M2.93%
10AMAZON COM INCAMZN14,134$3.3M2.55%
11SHOPIFY INC CL ASHOP19,899$3.2M2.50%
12APPLE INCAAPL10,996$3.0M2.33%
13WALMART INCWMT26,320$2.9M2.29%
14BLACKROCK MUNIHLDNGS CALI QLBLK272,736$2.9M2.26%
15SALESFORCE INCCRM10,825$2.9M2.24%
16TJX COS INC NEW87254010918,337$2.8M2.20%
17GEHC2518C85GOOG8,973$2.8M2.20%
18ACCENTURE PLC IRELANDACN10,322$2.8M2.16%
19ADOBE INCADBE7,520$2.6M2.06%
20QUALCOMM INCQCOM15,178$2.6M2.03%