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Home > Institutional Investor > Athena Investment Management > 13F Holdings

Instuitional Investor - Athena Investment Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,306,764 $35,165,019 18.02%
2.
Schwab Strategic Trust
 FNDF 374,454 $9,001,874 4.61%
3.
Schwab Strategic Trust
 FNDF 299,745 $8,536,738 4.37%
4.
Jpmorgan Chase & Co
 JPM 24,278 $7,822,857 4.01%
5.
Microsoft Corp
 MSFT 13,947 $6,745,048 3.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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