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Portfolio (Quarterly) Guide ↗

Atlas Legacy Advisors, LLC

· CIK 0002054111
13F Portfolio $678M AUM 319 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 133 Added 29 Reduced 13 Exited
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,208.0 $968K 0.14% +517.0 +30.6% $438.61 -4.5%
82 CSCO CISCO SYS INC Technology 8,717.0 $950K 0.14% +2K +26.2% $108.93 +1.9%
83 PSX PHILLIPS 66 Energy 5,585.0 $932K 0.14% +395.0 +7.6% $166.90 +45.5%
84 PWZ INVESCO EXCH TRADED FD TR II 37,887.0 $929K 0.14% +436.0 +1.2% $24.51 -2.4%
85 GD GENERAL DYNAMICS CORP Industrials 2,614.0 $927K 0.14% +212.0 +8.8% $354.68 +8.3%
86 IYR ISHARES TR 9,006.0 $921K 0.14% +336.0 +3.9% $102.25 +2.4%
87 EELV INVESCO EXCH TRADED FD TR II 32,081.0 $892K 0.13% +266.0 +0.8% $27.80 +3.7%
88 CVX CHEVRON CORPORATION Energy 5,108.0 $846K 0.12% +649.0 +14.6% $165.68 +23.9%
89 RTX RTX CORPORATION Industrials 4,424.0 $842K 0.12% +356.0 +8.8% $190.39 +10.3%
90 SYK STRYKER CORPORATION Healthcare 2,586.0 $834K 0.12% +447.0 +20.9% $322.53 +2.1%
91 DIA STATE STR SPDR DOW JONES IND Financial Services 1,500.0 $784K 0.12% +14.0 +0.9% $522.39 +1.9%
92 BLK BLACKROCK INC Financial Services 786.0 $769K 0.11% +80.0 +11.3% $978.37 +18.2%
93 MCD MCDONALDS CORP Consumer Cyclical 2,791.0 $761K 0.11% +92.0 +3.4% $272.59 -0.6%
94 V VISA INC Financial Services 2,151.0 $728K 0.11% +820.0 +61.6% $338.23 +9.7%
95 AMAT APPLIED MATLS INC Technology 1,180.0 $714K 0.10% +365.0 +44.8% $605.00 -18.6%
96 CRWD CROWDSTRIKE HLDGS INC Technology 944.0 $690K 0.10% +121.0 +14.7% $182.64 +5.1%
97 BAC BANK OF AMER CORP Financial Services 11,981.0 $669K 0.10% +4K +42.3% $55.81 +10.5%
98 EMR EMERSON ELEC CO Industrials 4,660.0 $667K 0.10% +171.0 +3.8% $143.16 +9.8%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,868.0 $647K 0.10% +458.0 +19.0% $225.64 +24.4%
100 ABBV ABBVIE INC Healthcare 2,607.0 $623K 0.09% +917.0 +54.3% $238.90 +10.9%
Page 5 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 26.0%
Consumer Cyclical 11.9%
Industrials 6.4%
Healthcare 5.9%
Communication Services 5.3%
Consumer Defensive 3.7%
Energy 2.1%
Basic Materials 1.3%
Utilities 0.5%