Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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

NETFLIX INC

+761.4%

0.4% of portfolio

ISHARES TR

+48.5%

0.8% of portfolio

ISHARES TR

+14.0%

2.0% of portfolio

SPDR S&P 500 ETF TR

+16.2%

1.1% of portfolio

SERVICENOW INC

+361.1%

0.2% of portfolio

📉 Biggest Sells

ISHARES TR

-40.7%

0.4% of portfolio

UNIFIED SER TR

-56.2%

0.2% of portfolio

UNIFIED SER TR

-40.5%

0.3% of portfolio

MICROSOFT CORP

-4.3%

2.2% of portfolio

ALPHABET INC

-8.0%

1.0% of portfolio

Sector Breakdown

Other54.1%

Technology18.0%

ETF6.9%

Financial6.3%

Consumer5.6%

Healthcare4.7%

Industrial1.2%

Communication1.2%

🚪 Exited Positionssold since Q3 2025

UNIFIED SER TR

SOLD

$26.6M

ZOETIS INC

SOLD

$13.0M

UNIFIED SER TR

SOLD

$12.1M

ISHARES TR

SOLD

$11.5M

VANGUARD INDEX FDS

SOLD

$11.3M

+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 2023

📌 Top Holdings

NVIDIA CORPORATION

VANGUARD INDEX FDS

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