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Jack Andrews

Athena Investment Management

Assets Managed
$192.792M
Holdings
153
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-1.22%(2Q avg: 0.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Athena Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 153 positions.

Assets under management

The assets under management (AUM) of Athena Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.792M in assets, with a quarterly growth rate of -1.22% and a 2-quarter average growth rate of 0.23%. The portfolio is managed by Jack Andrews, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.01%
17.38%
$33.507M
1.307M shares@ $25.64 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.05%
4.81%
$9.272M
374,609 shares@ $24.76 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.43%
4.51%
$8.679M
298,444 shares@ $29.09 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.01%
3.71%
$7.14M
24,274 shares@ $294.17 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.16%
2.68%
$5.154M
13,924 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.04%
2.24%
$4.318M
17,013 shares@ $253.8 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.81%
1.96%
$3.768M
129,336 shares@ $29.14 avg price
ur-2⤦
Unitedhealth Group Inc.
Recent Activity
1.74%
$3.343M
12,353 shares@ $270.61 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.22%
1.53%
$2.944M
15,261 shares@ $192.91 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 19.4%
1.41%
$2.708M
9,063 shares@ $298.86 avg price

1-10 of 153