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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LOW LOWES COS INC Consumer Cyclical 2,624.0 $601K 0.09% +293.0 +12.6% $229.14 -5.7%
102 AMGN AMGEN INC Healthcare 1,644.0 $588K 0.09% +204.0 +14.2% $357.77 +22.8%
103 GE GE AEROSPACE Industrials 1,633.0 $586K 0.09% +479.0 +41.5% $358.62 -2.9%
104 MRK MERCK & CO INC Healthcare 4,578.0 $567K 0.08% +1K +31.0% $123.89 +23.1%
105 ASML ASML HLDG NV Technology 289.0 $551K 0.08% +101.0 +53.7% $1906.81 -7.5%
106 NFLX NETFLIX INC. Communication Services 7,276.0 $551K 0.08% +440.0 +6.4% $75.68 +5.2%
107 XYL XYLEM INC Industrials 4,601.0 $544K 0.08% +147.0 +3.3% $118.21 -4.1%
108 CGCP CAPITAL GRP FIXED INCM ETF T 24,232.0 $540K 0.08% +174.0 +0.7% $22.29 -1.3%
109 BRO BROWN & BROWN INC Financial Services 8,235.0 $531K 0.08% +175.0 +2.2% $64.54 +13.0%
110 PG PROCTER & GAMBLE CO Consumer Defensive 3,464.0 $508K 0.07% +56.0 +1.6% $146.69 -1.4%
111 GEV GE VERNOVA INC Utilities 479.0 $505K 0.07% +129.0 +36.9% $1055.17 -9.3%
112 QCOM QUALCOMM INC Technology 2,826.0 $490K 0.07% +1K +58.9% $173.42 -7.3%
113 PAYX PAYCHEX INC Industrials 4,839.0 $478K 0.07% +980.0 +25.4% $98.76 +26.0%
114 UNP UNION PAC CORP Industrials 1,751.0 $464K 0.07% +218.0 +14.2% $264.90 +16.3%
115 SHW SHERWIN WILLIAMS CO Basic Materials 1,323.0 $456K 0.07% +163.0 +14.1% $344.55 +0.6%
116 WFC WELLS FARGO & CO Financial Services 5,333.0 $445K 0.07% +1K +32.2% $83.46 +0.5%
117 PEP PEPSICO INC Consumer Defensive 3,103.0 $434K 0.06% +772.0 +33.1% $139.94 +2.5%
118 VZ VERIZON COMMUNICATIONS INC Communication Services 10,040.0 $417K 0.06% +2K +31.3% $41.50 +19.2%
119 XMLV INVESCO EXCH TRADED FD TR II 6,244.0 $414K 0.06% +659.0 +11.8% $66.33 +2.1%
120 BP BP PLC Energy 10,927.0 $404K 0.06% +357.0 +3.4% $36.93 +21.2%
Page 6 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%