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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 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CL COLGATE PALMOLIVE CO Consumer Defensive 3,606.0 $322K 0.05% NEW $89.33 +2.0%
182 IBM INTERNATIONAL BUSINESS MACHS Technology 1,131.0 $322K 0.05% NEW $284.46 -17.1%
183 NEE NEXTERA ENERGY INC Utilities 3,607.0 $311K 0.05% +1K +52.1% $86.23 -3.0%
184 SPLV INVESCO EXCH TRADED FD TR II 4,129.0 $309K 0.05% -82.0 -1.9% $74.90 +0.5%
185 TOTALENERGIES SE 4,039.0 $305K 0.04% +915.0 +29.3% $75.49
186 CALL MARVELL TECHNOLOGY INC 1,000.0 $298K 0.04% NEW $297.89
187 VGLT VANGUARD SCOTTSDALE FDS 5,363.0 $296K 0.04% -261.0 -4.6% $55.18 -4.4%
188 CALL ADVANCED MICRO DEVICES INC 500.0 $290K 0.04% NEW $580.91
189 ABT ABBOTT LABORATORIES Healthcare 3,059.0 $288K 0.04% +436.0 +16.6% $94.14 +23.9%
190 SBUX STARBUCKS CORP Consumer Cyclical 2,875.0 $288K 0.04% NEW $100.10 +7.0%
191 DIS DISNEY WALT CO Communication Services 2,872.0 $288K 0.04% NEW $100.13 +7.6%
192 ETN EATON CORP PLC Industrials 722.0 $287K 0.04% NEW $398.16 +5.3%
193 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,786.0 $285K 0.04% +108.0 +4.0% $102.46 +16.5%
194 IWF ISHARES TR 2,252.0 $280K 0.04% +2K +300.0% $124.17 -1.4%
195 WDC WESTERN DIGITAL CORP Technology 571.0 $279K 0.04% NEW $489.46 -6.1%
196 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,354.0 $278K 0.04% +475.0 +6.0% $33.29 +31.2%
197 NVS NOVARTIS AG Healthcare 1,788.0 $276K 0.04% NEW $154.52 +2.8%
198 DAL DELTA AIR LINES INC Industrials 2,958.0 $272K 0.04% NEW $91.84 -10.3%
199 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,810.0 $270K 0.04% +624.0 +28.6% $96.06 +2.9%
200 DELL DELL TECHNOLOGIES INC Technology 773.0 $269K 0.04% NEW $348.57 +26.8%
Page 10 of 11  ·  213 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%