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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 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TRIPLE FLAG PRECIOUS METAL 25,000.0 $749K 0.11% NEW $29.97
2 INTC INTEL CORP Technology 6,135.0 $664K 0.10% NEW $108.22 -16.8%
3 GLDM WORLD GOLD TR Financial Services 7,640.0 $607K 0.09% NEW $79.42 +15.0%
4 CALL MICRON TECHNOLOGY INC 500.0 $577K 0.09% NEW $1154.29
5 S&P GLOBAL INC 1,197.0 $487K 0.07% NEW $407.26
6 PANW PALO ALTO NETWORKS INC Technology 1,463.0 $478K 0.07% NEW $326.64 +9.6%
7 SNDK SANDISK CORP Technology 207.0 $471K 0.07% NEW $2273.73 -29.8%
8 LRCX LAM RESEARCH CORP Technology 1,242.0 $455K 0.07% NEW $366.08 -14.2%
9 SPACE EXPLORATION TECHN CORP 2,534.0 $433K 0.06% NEW $170.86
10 KLAC KLA CORP Technology 988.0 $356K 0.05% NEW $360.45 -49.0%
11 EWY ISHARES INC 1,821.0 $354K 0.05% NEW $194.36 -8.2%
12 STIP ISHARES TR 3,424.0 $350K 0.05% NEW $102.17 -1.2%
13 CALL SPACE EXPLORATION TECHN CORP 2,000.0 $342K 0.05% NEW $170.86
14 CL COLGATE PALMOLIVE CO Consumer Defensive 3,606.0 $322K 0.05% NEW $89.33 +2.0%
15 IBM INTERNATIONAL BUSINESS MACHS Technology 1,131.0 $322K 0.05% NEW $284.46 -17.1%
16 CALL MARVELL TECHNOLOGY INC 1,000.0 $298K 0.04% NEW $297.89
17 CALL ADVANCED MICRO DEVICES INC 500.0 $290K 0.04% NEW $580.91
18 SBUX STARBUCKS CORP Consumer Cyclical 2,875.0 $288K 0.04% NEW $100.10 +7.0%
19 DIS DISNEY WALT CO Communication Services 2,872.0 $288K 0.04% NEW $100.13 +7.6%
20 ETN EATON CORP PLC Industrials 722.0 $287K 0.04% NEW $398.16 +5.3%
Page 1 of 2  ·  31 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%