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Athena Investment Management

Q3 2025 · 13F-HR

Athena Investment Managementholdings as filed

Filed 2025-11-13 · accession 0001921093-25-000006

$192.0M
Reported value
155
Positions
2025-09-30
Period end
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The Brief · Athena Investment Management · Q3 2025

AI · grounded in 13F

Athena Investment Management established a new position in Schwab U.S. Large-Cap ETF SCHX valued at $34.46M. The fund also initiated new stakes in Schwab International Equity ETF SCHF for $8.7M and Schwab U.S. Small-Cap ETF SCHA for $8.44M. Additional new positions include JP Morgan Chase & Co. JPM at $7.72M and Microsoft Corp MSFT at $7.21M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSchwab U.S. Large-Cap ETF$34.5M18.0%1,308,343CommonSOLE
808524805SCHFSchwab International Equity ETF$8.7M4.53%373,859CommonSOLE
808524607SCHASchwab U.S. Small-Cap ETF$8.4M4.40%302,407CommonSOLE
46625H100JPMJP Morgan Chase & Co.$7.7M4.02%24,466CommonSOLE
594918104MSFTMicrosoft Corp$7.2M3.75%13,915CommonSOLE
037833100AAPLApple Inc.$4.5M2.33%17,537CommonSOLE
910581107UnitedHealth Group Inc.$4.3M2.22%12,353CommonSOLE
808524300SCHGSchwab U.S. Large-Cap Growth ETF$4.1M2.13%128,143CommonSOLE
00287Y109ABBVAbbVie Inc.$2.6M1.37%11,349CommonSOLE
75513E101RTXRTX Corp.$2.6M1.33%15,299CommonSOLE
437076102HDHome Depot$2.5M1.33%6,281CommonSOLE
369604103GEGE Aerospace$2.5M1.32%8,423CommonSOLE
808524508SCHMSchwab U.S. Mid-Cap ETF$2.5M1.28%82,913CommonSOLE
464287655IWMiShares Russell 2000 Index$2.3M1.21%9,629CommonSOLE
713448108PEPPepsico Inc.$2.3M1.20%16,383CommonSOLE
11135F101AVGOBroadcom Inc.$2.1M1.07%6,216CommonSOLE
922908637VVVanguard Large Cap ETF$2.0M1.06%6,600CommonSOLE
001055102AFLAflac Inc$2.0M1.03%17,762CommonSOLE
464287465EFAIShares MSCI EAFE Index$1.9M1.02%20,869CommonSOLE
459200101IBMInternational Business Machines$1.8M0.95%6,450CommonSOLE
922908736VUGVanguard Growth ETF$1.7M0.87%3,484CommonSOLE
166764100CVXChevron Corporation$1.7M0.87%10,702CommonSOLE
666807102NOCNorthrop Grumman Corp$1.6M0.86%2,699CommonSOLE
478160104JNJJohnson & Johnson$1.6M0.81%8,437CommonSOLE
458140100INTCIntel Corp$1.6M0.81%46,567CommonSOLE
464287200IVViShares S&P 500 Index$1.5M0.81%2,310CommonSOLE
808524706SCHESchwab Emerging Markets Equity ETF$1.5M0.80%46,037CommonSOLE
06605F102Bank of America Corp$1.5M0.79%29,419CommonSOLE
002824100ABTAbbott Laboratories$1.4M0.73%10,497CommonSOLE
30231G102XOMExxon Mobil Corporation$1.4M0.72%12,226CommonSOLE
717081103PFEPfizer Inc.$1.3M0.69%52,302CommonSOLE
084670702BRK/BBerkshire Hathaway Cl. B$1.3M0.69%2,648CommonSOLE
92204A306VDEVanguard Energy Sector ETF$1.3M0.67%10,286CommonSOLE
001957109AT&T Inc.$1.3M0.67%45,566CommonSOLE
81369Y803XLKTechnology Select Sector SPDR ETF$1.3M0.66%4,510CommonSOLE
494368103KMBKimberly-Clark Corp$1.2M0.65%10,019CommonSOLE
580135101MCDMcDonalds Corp$1.2M0.63%3,980CommonSOLE
92343V104VZVerizon Communications$1.2M0.61%26,836CommonSOLE
02079K305GOOGLAlphabet Inc. Cl. A$1.2M0.61%4,797CommonSOLE
17275R102CSCOCisco Systems Inc.$1.2M0.60%16,851CommonSOLE
40434L105HPQHP Inc.$1.1M0.60%42,105CommonSOLE
808524409SCHVSchwab U.S. Large-Cap Value ETF$1.1M0.58%38,510CommonSOLE
031162100AMGNAmgen Incorporated$1.1M0.57%3,874CommonSOLE
42824C109HPEHewlett Packard Enterprises$1.1M0.56%43,432CommonSOLE
655844108NSCNorfolk Southern Corp$1.1M0.55%3,543CommonSOLE
532457108LLYLilly (Eli) & C.$996,4780.52%1,306CommonSOLE
742718109PGProcter & Gamble Co.$979,9360.51%6,378CommonSOLE
502431109LHXL3Harris Technologies Inc.$936,9980.49%3,068CommonSOLE
747525103QCOMQUALCOMM Inc.$924,3260.48%5,556CommonSOLE
46090E103QQQInvesco QQQ Trust$902,4780.47%1,503CommonSOLE
039483102ADMArcher-Daniels-Midland Co$867,0660.45%14,514CommonSOLE
922908629VOVanguard Mid-Cap ETF$862,3420.45%2,936CommonSOLE
67066G104NVDANVIDIA Corp.$855,3620.45%4,584CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$823,2410.43%13,739CommonSOLE
81369Y407XLYConsumer Discretionery SPDR ETF$802,7940.42%3,350CommonSOLE
452308109ITWIllinois Tool Works$800,0120.42%3,068CommonSOLE
949746101WMT2Wells Fargo$791,8480.41%9,447CommonSOLE
438516106HONHoneywell International Inc.$787,0600.41%3,739CommonSOLE
56585A102MPCMarathon Petroleum Corp.$782,1390.41%4,058CommonSOLE
025816109AXPAmerican Express Company$767,6220.40%2,311CommonSOLE
097023105BABoeing Co$765,3210.40%3,546CommonSOLE
808513105SCHWCharles Schwab Corp.$735,8830.38%7,708CommonSOLE
58933Y105MRKMerck & Company Inc$725,7830.38%8,647CommonSOLE
92204A504VHTVanguard Health Care Sector ETF$724,2840.38%2,790CommonSOLE
032095101APHAmphenol Corp$721,5860.38%5,831CommonSOLE
149123101CATCaterpillar Inc$710,4760.37%1,489CommonSOLE
931142103WMTWal-Mart Stores Inc$690,9870.36%6,705CommonSOLE
110122108BMYBristol-Myers Squibb Co$672,6670.35%14,915CommonSOLE
038222105AMATApplied Materials$669,7320.35%3,271CommonSOLE
78462F103SPYSPDR S&P 500 ETF$669,3360.35%1,005CommonSOLE
882508104TXNTexas Instruments, Inc.$669,3280.35%3,643CommonSOLE
759509102RSReliance Inc.$663,8820.35%2,364CommonSOLE
254687106DISDisney (Walt) Co$653,9090.34%5,711CommonSOLE
294429105EFXEquifax Inc.$653,6380.34%2,548CommonSOLE
922908751VBVanguard Small-Cap ETF$633,0480.33%2,490CommonSOLE
68389X105ORCLOracle Corporation$630,2590.33%2,241CommonSOLE
36828A101GEVGE Vernova Inc$629,6580.33%1,024CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$629,1480.33%9,641CommonSOLE
92556V106VTRSViatris Inc.$608,7810.32%61,493CommonSOLE
244199105DEDeere & Co.$593,0660.31%1,297CommonSOLE
464288273SCZiShares MSCI EAFE Small Cap Index$586,1410.31%7,640CommonSOLE
21037T109CEGConstellation Energy Corp.$584,0990.30%1,775CommonSOLE
922908595VBKVanguard Small-Cap Growth ETF$569,9420.30%1,915CommonSOLE
032654105ADIAnalog Devices$556,7560.29%2,266CommonSOLE
38141G104GSGoldman Sachs$555,8520.29%698CommonSOLE
464287648IWOiShares Russell 2000 Growth Index$542,1480.28%1,694CommonSOLE
620076307MSIMotorola Solutions Inc.$536,4010.28%1,173CommonSOLE
464288885EFGiShares MSCI EAFE Growth Index$526,0120.27%4,619CommonSOLE
585055106Medtronic Inc$519,8200.27%5,458CommonSOLE
053015103ADPAutomatic Data Processing$503,6460.26%1,716CommonSOLE
78467X109DIASPDR Dow Jones Industrial Avg. ETF$499,9750.26%1,078CommonSOLE
126650100CVSCVS Health Corp.$489,2060.25%6,489CommonSOLE
872540109TJXTJX Companies$479,4390.25%3,317CommonSOLE
531229870FWONKLiberty Formula One Group$476,6710.25%5,006CommonSOLE
02079K107GOOGAlphabet Inc. Cl. C$468,1030.24%1,922CommonSOLE
20825C104COPConocoPhillips$467,6530.24%4,944CommonSOLE
89417E109TRVTravelers Companies$466,8560.24%1,672CommonSOLE
718546104PSXPhillips 66$437,1680.23%3,214CommonSOLE
65339F101NEENextEra Energy$436,9360.23%5,788CommonSOLE
921909768VXUSVanguard Total International Stock ETF$427,3900.22%5,818CommonSOLE
922908611VBRVanguard Small Cap Value ETF$417,1040.22%1,998CommonSOLE
487836108KKellanova Company$408,7060.21%4,983CommonSOLE
58155Q103MCKMcKesson Corporation$404,0380.21%523CommonSOLE
14448C104CARRCarrier Global Corp.$397,8410.21%6,664CommonSOLE
464287762IYHiShares Dow Jones U.S. Healthcare Sector Index$384,3540.20%6,546CommonSOLE
G9618E107WTMWhite Mountain Insurance Group Ltd.$382,7780.20%229CommonSOLE
863667101SYKStryker Corp.$380,3900.20%1,029CommonSOLE
00846U101AAgilent Technologies$369,7760.19%2,881CommonSOLE
871829107SYYSysco Corp.$368,8010.19%4,479CommonSOLE
49338L103KEYSKeysight Technologies$356,1370.19%2,036CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets ex-China$333,4990.17%4,940CommonSOLE
020002101ALLAllstate Corporation$326,6970.17%1,522CommonSOLE
488401100KMPRKemper Corporation$325,2810.17%6,310CommonSOLE
G29183103ETNEaton Corp.$322,6040.17%862CommonSOLE
21036P108STZConstellation Brands Cl. A$317,5520.17%2,358CommonSOLE
009158106APDAir Products & Chemicals$316,0820.16%1,159CommonSOLE
674599105OXYOccidental Petroleum$312,8900.16%6,622CommonSOLE
87165B103SYFSynchrony Financial$312,7300.16%4,402CommonSOLE
15189T107CNPCenterpoint Energy$306,5200.16%7,900CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$304,6350.16%5,655CommonSOLE
464287770IYGiShares Dow Jones U.S. Financial Services Index$299,8460.16%3,345CommonSOLE
20030N101CMCSAComcast Corporation Class A$297,8300.16%9,479CommonSOLE
191216100KOCoca-Cola Company$296,7530.15%4,475CommonSOLE
50540R409LSILabcorp Holdings Inc.$294,8110.15%1,027CommonSOLE
617446448MSMorgan Stanley$286,6050.15%1,803CommonSOLE
548661107LOWLowes Co Inc$286,1070.15%1,138CommonSOLE
92204A603VISVanguard Industrial Sector ETF$277,9200.14%938CommonSOLE
92189F601NLRVaneck Uranium & Nuclear Energy ETF$271,3000.14%2,000CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$271,2790.14%5,007CommonSOLE
053611109AVYAvery Dennison Corp$267,2560.14%1,648CommonSOLE
G8994E103TTTrane Technologies plc$267,1010.14%633CommonSOLE
464287622IWBIshares Russell 1000 ETF$260,3510.14%712CommonSOLE
369550108GDGeneral Dynamics Corp.$258,8190.13%759CommonSOLE
922042718VSSVanguard FTSE All-World Ex-US Small Cap ETF$256,5900.13%1,800CommonSOLE
14149Y108CAHCardinal Health Inc.$250,9790.13%1,599CommonSOLE
023135106AMZNAmazon.com Inc$250,5290.13%1,141CommonSOLE
22052L104CTVACorteva Inc.$250,0280.13%3,697CommonSOLE
26614N102DDDuPont de Nemours Inc.$249,0460.13%3,197CommonSOLE
25746U109DDominion Energy Inc.$243,4570.13%3,980CommonSOLE
49456B101KMIKinder Morgan, Inc.$240,7480.13%8,504CommonSOLE
464287630IWNiShares Russell 2000 Value Index$234,2730.12%1,325CommonSOLE
842587107SOSouthern Company$232,9450.12%2,458CommonSOLE
064058100BKBank of New YorkMellon Corp.$228,8160.12%2,100CommonSOLE
36266G107GEHCGE Healthcare Technologies Inc.$226,8020.12%3,020CommonSOLE
464287481IWPIShares Russell Mid-Cap Growth ETF$226,4630.12%1,590CommonSOLE
91913Y100VLOValero Energy Corp.$224,7430.12%1,320CommonSOLE
37940X102GPNGlobal Payments Inc.$224,4820.12%2,702CommonSOLE
464287499IWRiShares Russell Mid-Cap Index$221,9880.12%2,299CommonSOLE
260557103DOWDow Inc.$215,2440.11%9,387CommonSOLE
907818108UNPUnion Pacific Corp.$207,2960.11%877CommonSOLE
428291108HXLHexcel Corp.$203,2110.11%3,241CommonSOLE
98419M100XYLXylem, Inc.$202,8130.11%1,375CommonSOLE
69331C108PCGPG&E Corp$185,6350.10%12,310CommonSOLE
410345102HN9Hanes Brands$127,8060.07%19,394CommonSOLE
382550101GTGoodyear Tire & Rubber Co$116,7630.06%15,610CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.