IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Atria Investments, Inc

Q3 2018 Holdings

Filed 2018-10-09 | 971 holdings | $45.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Lennar Corp(LEN)CL A526057104$2715,8070.0%
Vaneck Vectors ETF TR(PFXF)PFD SECS EX FINL92189F429$27113,9450.0%
Vulcan Matls Co(VMC)COM929160109$2722,4430.0%
Credicorp LTD(BAP)COMG2519Y108$2721,2200.0%
BIO Techne Corp(TECH)COM09073M104$2741,3410.0%
BWX Technologies Inc(BWXT)COM05605H100$2744,3830.0%
Spdr Index SHS FDS(FEZ)EURO STOXX 5078463X202$2747,1500.0%
Scotts Miracle GRO Co(SMG)CL A810186106$2753,4910.0%
Lear Corp(LEA)COM NEW521865204$2761,9060.0%
Madison Square Garden Co New(MSGS)CL A55825T103$2768750.0%
CA IncCOM12673P105$2766,2490.0%
Landstar SYS Inc(LSTR)COM515098101$2772,2720.0%
Netapp Inc(NTAP)COM64110D104$2773,2290.0%
Teradyne Inc(TER)COM880770102$2787,5190.0%
Spdr Series Trust(XHE)HLTH CR EQUIP78464A581$2813,2020.0%
Amdocs LTD(DOX)SHSG02602103$2814,2660.0%
Wayfair Inc(W)CL A94419L101$2822,0010.0%
Docusign Inc(DOCU)COM256163106$2825,3600.0%
Newfield Expl CoCOM651290108$2829,7960.0%
Cheesecake Factory Inc(CAKE)COM163072101$2825,2620.0%
CMS Energy Corp(CMS)COM125896100$2835,7660.0%
Fresenius MED Care AG&CO KGA(FMS)SPONSORED ADR358029106$2835,5010.0%
Fiserv Inc(FISV)COM337738108$2833,4320.0%
Brown Forman Corp(BF/B)CL B115637209$2845,6110.0%
Invesco Exchange Traded FD T(PID)INTL DIVI ACHI46137V548$28418,0510.0%
Orix Corp(IX)SPONSORED ADR686330101$2843,5050.0%
Exelon Corp(EXC)COM30161N101$2846,4960.0%
Old Second Bancorp Inc ILL(OSBC)COM680277100$28518,4280.0%
First TR High Income L/S FDCOM33738E109$28619,3530.0%
Seattle Genetics IncCOM812578102$2883,7380.0%
Viacom Inc New(VIAB)CL B92553P201$2888,5320.0%
Proshares TR(UDOW)ULTRPRO DOW3074347X823$2892,6480.0%
Allstate Corp(ALL)COM020002101$2902,9380.0%
Primerica Inc(PRI)COM74164M108$2912,4170.0%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$2934,3310.0%
Aegon N VNY REGISTRY SH007924103$29345,5320.0%
Invesco SR Income TR(VVR)COM46131H107$29467,8070.0%
Chipotle Mexican Grill Inc(CMG)COM169656105$2946470.0%
Prologis Inc(PLD)COM74340W103$2954,3460.0%
Jones Lang Lasalle Inc(JLL)COM48020Q107$2962,0520.0%
Weyerhaeuser Co(WY)COM962166104$2969,1610.0%
Wisdomtree TR(EES)US SMALLCP ERNGS97717W562$2977,4550.0%
Two Hbrs Invt CorpCOM NEW90187B408$29719,9200.0%
Sumitomo Mitsui Finl Group I(SMFG)SPONSORED ADR86562M209$29937,1990.0%
Barclays PLC(BCS)ADR06738E204$30033,5300.0%
Invesco DB Commdy Indx Trck(DBC)UNIT46138B103$30116,7670.0%
21Vianet Group Inc(VNET)SPONSORED ADR90138A103$30129,7600.0%
Noah Hldgs LTD(NOAH)SPON ADS CL A65487X102$3027,1620.0%
CSX Corp(CSX)COM126408103$3034,0870.0%
First TR S&P REIT Index FD(FRI)COM33734G108$30413,0460.0%
PreviousPage 4 of 20Next