Athena Investment Management
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 168,672
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 132 | 168,672 | 13F-HR | Athena Investment Management |
| Q1 2026 | 5/11/2026 | 153 | 192,792 | 13F-HR | Athena Investment Management |
| Q4 2025 | 2/12/2026 | 155 | 195,177 | 13F-HR | Athena Investment Management |
| Q3 2025 | 11/13/2025 | 155 | 191,953 | 13F-HR | Athena Investment Management |
| Q2 2025 | 8/12/2025 | 155 | 178,888 | 13F-HR | Athena Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.21 K | 50.5% | 0 | 18.74 K | -18.74 K |
| ETFs | 83.47 K | 49.5% | 0 | 5.372 K | -5.372 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
168,672
Holdings
132
QoQ value change ($000)
-24,120
(-12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.