Institutional manager

Atria Investments, Inc

Holds positions in 469 of the S&P 500, worth $4.04bn as reported for the quarter ended 31-mar-2026.

Positions held469of 488 index companies covered

Reported value$4.04bnS&P 500 positions only

Top ten weight35%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 469 held. The rest are smaller than every one of these.

State Street CorporationSTT4.9m$446mFinancials 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 InvescoIVZ164,669$87mFinancials BroadcomAVGO245,852$76mInformation Technology Meta PlatformsMETA129,961$74mCommunication Services JPMorgan ChaseJPM208,695$61mFinancials Johnson & JohnsonJNJ242,714$59mHealth Care Goldman SachsGS393,350$53mFinancials Chevron CorporationCVX240,234$50mEnergy Visa Inc.V146,800$44mFinancials Tesla, Inc.TSLA118,578$44mConsumer Discretionary 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 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 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 S&P 500 constituents only, 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.