13F Filings History of Athena Investment Management

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$195,176,635
Signature - Title
Jack Andrews - President
Location
Orinda, CA
Summary
This page shows a list of all the recent 13F filings made by Athena Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Athena Investment Management reported 155 stock holdings with total value $195,176,635 as of Q4 2025. Top holdings included SCHX, SCHF, SCHA, JPM, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 155 $195,176,635 +$3,788,779 -$2,654,330 +$1,134,449 SCHX, SCHF, SCHA, JPM, MSFT 13F-HR 11 Feb 2026, 17:39
Q3 2025 155 $191,953,239 +$2,583,080 -$3,711,654 -$1,128,574 SCHX, SCHF, SCHA, JPM, MSFT 13F-HR 13 Nov 2025, 16:26
Q2 2025 155 $178,888,046 +$5,041,824 -$1,365,579 +$3,676,245 SCHX, SCHF, SCHA, JPM, MSFT 13F-HR 11 Aug 2025, 18:34
Q1 2025 146 $165,099,467 +$894,906 -$6,139,731 -$5,244,825 SCHX, SCHA, SCHF, UnitedHealth Group Inc., JPM 13F-HR 12 May 2025, 16:31
Q4 2024 154 $172,626,171 +$36,516,302 -$3,230,195 +$33,286,107 SCHX, SCHA, SCHF, JPM, UnitedHealth Group Inc. 13F-HR 05 Feb 2025, 14:54
Q3 2024 151 $175,437,162 +$4,431,375 -$3,495,888 +$935,487 SCHX, SCHA, SCHF, UnitedHealth Group Inc., MSFT 13F-HR 12 Nov 2024, 15:53
Q2 2024 148 $164,895,585 +$3,022,500 -$4,582,866 -$1,560,366 SCHX, SCHA, SCHF, UnitedHealth Group Inc., MSFT 13F-HR 07 Aug 2024, 16:57
Q1 2024 149 $166,647,302 +$3,730,828 -$1,802,772 +$1,928,056 SCHX, SCHA, SCHF, UnitedHealth Group Inc., MSFT 13F-HR 09 May 2024, 15:25
Q4 2023 139 $154,219,124 +$1,709,283 -$987,875 +$721,408 SCHX, SCHA, UnitedHealth Group Inc., SCHF, MSFT 13F-HR 12 Feb 2024, 20:06
Q3 2023 135 $139,686,391 +$874,104 -$1,735,856 -$861,752 SCHX, UnitedHealth Group Inc., SCHA, SCHF, MSFT 13F-HR 16 Nov 2023, 19:38
Q2 2023 137 $145,303,866 +$1,417,669 -$1,685,112 -$267,443 SCHX, SCHA, SCHF, UnitedHealth Group Inc., MSFT 13F-HR 31 Jul 2023, 19:39
Q1 2023 137 $139,039,761 +$1,403,355 -$1,206,338 +$197,017 SCHX, SCHA, UnitedHealth Group Inc., SCHF, MSFT 13F-HR 10 May 2023, 14:53
Q4 2022 136 $136,318,380 +$5,039,721 -$956,044 +$4,083,677 SCHX, UnitedHealth Group Inc., SCHA, SCHF, MSFT 13F-HR 23 Feb 2023, 19:05
Q3 2022 128 $119,136,000 +$1,451,130 -$1,120,777 +$330,353 SCHX, UnitedHealth Group Inc., SCHA, SCHF, MSFT 13F-HR 09 Nov 2022, 19:08
Q2 2022 129 $126,832,000 +$15,414,933 -$2,102,592 +$13,312,341 SCHX, UnitedHealth Group Inc., SCHA, SCHF, MSFT 13F-HR 03 Aug 2022, 16:01
Q1 2022 119 $128,920,000 $0 $0 $0 SCHX, UnitedHealth Group Inc., SCHA, SCHF, MSFT 13F-HR 13 May 2022, 21:00