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Portfolio (Quarterly) Guide ↗

Atlas Legacy Advisors, LLC

· CIK 0002054111
13F Portfolio $550M AUM 300 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 65 Added 92 Reduced 15 Exited
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 4,035.0 $321K 0.06% -785.0 -16.3% $79.60 +3.3%
82 MU MICRON TECHNOLOGY INC Technology 907.0 $318K 0.06% -500.0 -35.5% $350.99 +223.1%
83 PTH INVESCO EXCHANGE TRADED FD T 6,351.0 $316K 0.06% -39.0 -0.6% $49.72 +6.6%
84 GEV GE VERNOVA INC Utilities 350.0 $307K 0.06% -86.0 -19.7% $875.77 +26.7%
85 KO COCA COLA CO Consumer Defensive 3,486.0 $265K 0.05% -1K -24.2% $76.11 +4.3%
86 SUB ISHARES TR 2,485.0 $265K 0.05% -148.0 -5.6% $106.50 +0.1%
87 ACN ACCENTURE PLC IRELAND Technology 1,287.0 $255K 0.05% -1K -44.2% $198.29 -35.5%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 1,521.0 $252K 0.05% -341.0 -18.3% $165.43 +7.8%
89 SMMU PIMCO ETF TR 4,937.0 $249K 0.04% -267.0 -5.1% $50.45 -0.1%
90 QCOM QUALCOMM INC Technology 1,779.0 $230K 0.04% -2K -50.8% $129.47 +74.6%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 430.0 $211K 0.04% -213.0 -33.1% $490.25 -5.2%
92 BA BOEING CO Industrials 1,042.0 $208K 0.04% -447.0 -30.0% $199.54 +11.6%
Page 5 of 5  ·  92 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 31.4%
Financial Services 26.0%
Consumer Cyclical 11.5%
Communication Services 10.3%
Industrials 6.7%
Healthcare 5.5%
Consumer Defensive 3.8%
Energy 2.9%
Basic Materials 1.5%
Utilities 0.6%