Athena Investment Management
•CIK: 1921093•Filing: Q4 2025
**Athena Investment Management** is a quantitative-driven manager overseeing $195M across a diverse portfolio of 155 positions. The strategy exhibits a notable tilt toward broad-market sector exposure, evidenced by top holdings including SCHX ($35.2M) and SCHF ($9.0M). Significant allocations are also directed toward established mega-cap names, with JPM ($7.8M) and MSFT ($6.7M) anchoring core equity exposure. This positioning suggests a focus on capturing structural growth across broad market indices and select high-conviction technology and financial leaders.
Total AUM
$195.2M
QoQ Performance
+1.7%
Positions
155
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHX18.0%
SCHF4.6%
SCHA4.4%
JPM4.0%
MSFT3.5%
AAPL2.4%
SCHG2.1%
UnitedHealth2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
Technology12.2%
Financial6.8%
Healthcare6.2%
Industrial3.1%
Consumer2.4%
Energy1.4%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑30 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023