Atria Investments, Inc. has filed its Form 13F-HR report, disclosing the equity securities held in its portfolio as of the close of business on September 30, 2026. The filing lists a total of 329 individual positions held by the firm.
The largest position in the portfolio is Corning Incorporated, with 68,707 shares. Other notable holdings include Gilead Sciences Inc. (81,114 shares), Microsoft Corporation (436,951 shares), and American Tower Corporation (35,053 shares). The firm also holds significant positions in SLB Limited (89,478 shares) and McDonald's Corporation (73,133 shares).
The filing indicates that the firm holds a diverse mix of technology, healthcare, and consumer goods companies. Specific holdings include Oracle Corporation (186,779 shares), Qualcomm Inc. (46,120 shares), and Union Pacific Corporation (51,144 shares).
In the healthcare sector, the portfolio includes Abbott Laboratories (103,107 shares), CVS Health Corp. (76,122 shares), and Cisco Systems Inc. (287,436 shares). The firm also lists Transocean Ltd (19,997 shares) and CitiGroup Inc. (132,960 shares) among its financial holdings.
The filing also includes several exchange-traded funds (ETFs), such as the SPDR Gold Trust (244,253 shares) and various iShares and Vanguard ETFs, which comprise a portion of the total portfolio value.
