Question 1

What stocks does ATHENA INVESTMENT MANAGEMENT hold in its portfolio?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's top stock holdings include JPM, SCHX, INTC and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ATHENA INVESTMENT MANAGEMENT's largest stock holdings?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's largest stock holdings as of their last filing include JPM (valued at approximately $6.2 million), SCHX (valued at approximately $28.8 million), INTC (valued at approximately $4.4 million), SCHA (valued at approximately $9.0 million), SCHF (valued at approximately $8.1 million).

Question 3

When was ATHENA INVESTMENT MANAGEMENT's last SEC filing?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ATHENA INVESTMENT MANAGEMENT recently bought or sold?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ATHENA INVESTMENT MANAGEMENT reported?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ATHENA INVESTMENT MANAGEMENT invest in?

Accepted Answer

ATHENA INVESTMENT MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.