Portfolio (Quarterly)
Guide ↗
Atlas Legacy Advisors, LLC
· CIK 0002054111| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | KO | COCA COLA CO | Consumer Defensive | 4,959.0 | $389K | 0.06% | +1K | +42.2% | $78.50 | +16.1% |
| 122 | CTAS | CINTAS CORP | Industrials | 2,186.0 | $379K | 0.06% | +232.0 | +11.9% | $173.31 | +17.6% |
| 123 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,009.0 | $357K | 0.05% | +488.0 | +32.1% | $177.85 | +5.8% |
| 124 | BA | BOEING CO | Industrials | 1,570.0 | $357K | 0.05% | +528.0 | +50.7% | $227.08 | -5.7% |
| 125 | VLUE | ISHARES TR | — | 1,713.0 | $342K | 0.05% | +300.0 | +21.2% | $199.81 | +1.4% |
| 126 | NEE | NEXTERA ENERGY INC | Utilities | 3,607.0 | $311K | 0.05% | +1K | +52.1% | $86.23 | -3.0% |
| 127 | — | TOTALENERGIES SE | — | 4,039.0 | $305K | 0.04% | +915.0 | +29.3% | $75.49 | — |
| 128 | ABT | ABBOTT LABORATORIES | Healthcare | 3,059.0 | $288K | 0.04% | +436.0 | +16.6% | $94.14 | +23.9% |
| 129 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,786.0 | $285K | 0.04% | +108.0 | +4.0% | $102.46 | +16.5% |
| 130 | IWF | ISHARES TR | — | 2,252.0 | $280K | 0.04% | +2K | +300.0% | $124.17 | -1.4% |
| 131 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,354.0 | $278K | 0.04% | +475.0 | +6.0% | $33.29 | +31.2% |
| 132 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2,810.0 | $270K | 0.04% | +624.0 | +28.6% | $96.06 | +2.9% |
| 133 | ECL | ECOLAB INC | Basic Materials | 884.0 | $246K | 0.04% | +107.0 | +13.8% | $278.21 | +1.2% |
① 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%