Athena Investment Management
Athena Investment Management is an SEC-registered investment adviser based in Orinda, California. Founded in 1977, the firm primarily manages investment portfolios for high net worth individuals, other individuals, charitable organizations, and some corporate clients. Athena specializes in discretionary investment management across publicly traded equities and ETFs. The firm has approximately 5 employees.
Investment Strategy
Athena Investment Management primarily employs discretionary investment management strategies focused on equities and ETFs, with top holdings in diversified sectors including technology, finance, healthcare, and consumer staples. The firm’s philosophy centers on building diversified portfolios for high net worth individuals and select institutions by combining broad market ETFs (such as Schwab U.S. Large-Cap and International Equity ETFs) with individual stock selection. Athena emphasizes risk management, portfolio diversification, and alignment with client objectives.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | Schwab U.S. Large-Cap ETF | 18.05% | $32.3M | 1,321,308 | $17.58 | $24.44 | +$3.1M |
S SCHF | Schwab International Equity ETF | 4.63% | $8.3M | 374,989 | $18.02 | $22.10 | +$863.1K |
S SCHA | Schwab U.S. Small-Cap ETF | 4.53% | $8.1M | 320,575 | $23.10 | $25.30 | +$598.8K |
J JPM | JP Morgan Chase & Co. | 4.04% | $7.2M | 24,925 | $135.80 | $289.91 | +$1.0M |
M MSFT | Microsoft Corp | 3.89% | $7.0M | 13,990 | $304.58 | $497.41 | +$1.7M |