Institutional manager

Atria Investments, Inc

Holds positions in 487 of the S&P 500, worth $3.56bn as reported for the quarter ended 31-mar-2026.

Positions held487of 488 index companies covered

Reported value$3.56bnS&P 500 positions only

Top ten weight27%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.

NvidiaNVDA965,738$168mInformation Technology Alphabet Inc. (Class A)GOOGL512,758$147mCommunication Services MicrosoftMSFT378,958$140mInformation Technology Apple Inc.AAPL423,596$108mInformation Technology AmazonAMZN443,540$92mConsumer Discretionary BroadcomAVGO245,852$76mInformation Technology Meta PlatformsMETA129,961$74mCommunication Services JPMorgan ChaseJPM208,695$61mFinancials Johnson & JohnsonJNJ242,714$59mHealth Care Chevron CorporationCVX240,234$50mEnergy Visa Inc.V146,800$44mFinancials Tesla, Inc.TSLA118,578$44mConsumer Discretionary Taiwan Semiconductor ManufacturingTSM128,594$43m ExxonMobilXOM241,578$41mEnergy Lilly (Eli)LLY37,389$34mHealth Care NetflixNFLX346,108$33mCommunication Services AbbVieABBV152,287$33mHealth Care Philip Morris InternationalPM189,984$31mConsumer Staples WalmartWMT247,223$31mConsumer Staples Oracle CorporationORCL200,998$30mInformation Technology Berkshire HathawayBRK.B49,800$27mFinancials MastercardMA54,075$27mFinancials Coca-Cola Company (The)KO315,422$24mConsumer Staples Merck & Co.MRK194,417$23mHealth Care CiscoCSCO301,041$23mInformation Technology Wells FargoWFC255,573$20mFinancials CitigroupC177,040$20mFinancials Procter & GamblePG138,488$20mConsumer Staples Home Depot (The)HD59,470$20mConsumer Discretionary McDonald'sMCD61,266$19mConsumer Discretionary TJX CompaniesTJX118,905$19mConsumer Discretionary Analog DevicesADI59,045$19mInformation Technology Bank of AmericaBAC373,799$18mFinancials Parker HannifinPH19,908$18mIndustrials ConocoPhillipsCOP129,369$17mEnergy ASML HoldingASML12,700$17m AmgenAMGN47,583$17mHealth Care Walt Disney Company (The)DIS172,518$17mCommunication Services UnitedHealth GroupUNH60,953$16mHealth Care PepsiCoPEP104,952$16mConsumer Staples IBMIBM66,371$16mInformation Technology Charles Schwab CorporationSCHW169,771$16mFinancials Goldman SachsGS18,790$16mFinancials VerizonVZ312,887$16mCommunication Services Linde plcLIN31,288$16mMaterials GE VernovaGEV17,334$15mIndustrials BoeingBA75,553$15mIndustrials RTX CorporationRTX77,419$15mIndustrials FedExFDX41,810$15mIndustrials Eaton CorporationETN41,153$15mIndustrials PrologisPLD111,224$15mReal Estate American ExpressAXP48,566$15mFinancials NextEra EnergyNEE154,773$14mUtilities Chubb LimitedCB43,841$14mFinancials AT&TT486,683$14mCommunication Services Thermo Fisher ScientificTMO28,478$14mHealth Care BlackRockBLK14,459$14mFinancials Applied MaterialsAMAT40,483$14mInformation Technology Lam ResearchLRCX64,511$14mInformation Technology Intuitive SurgicalISRG29,637$14mHealth Care

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.