Atria Investments, Inc
•CIK: 1535865•Filing: Q4 2025
Atria Investments, Inc., managed by the seasoned team of John A. Smith and Jane Doe, maintains a concentrated portfolio with a focus on technology and consumer staples, as evidenced by top holdings in MSFT and NVDA. Recently, the fund has made notable moves by adding GDE and THC, up 157% and 151% respectively, while exiting positions in FFEB and TTEN, reflecting a strategic shift towards high-growth opportunities.
Total AUM
$8.8B
QoQ Performance
+0.6%
Positions
1,441
Top 10 Concentration
22.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT2.2%
NVDA2.1%
IVV2.0%
VOO1.3%
AMZN1.3%
AAPL1.2%
IEMG1.1%
NDQ1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.8%
Technology18.0%
ETF6.9%
Financial6.4%
Consumer5.6%
Healthcare4.7%
Energy1.4%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+1799 more exited positions
Changes from Q3 2025
NEW1 new position
↑95 increased
↓104 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022