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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 4 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR 9,951.0 $1.5M 0.28% +2K +33.2% $151.95 +0.9%
62 SPHD INVESCO EXCH TRADED FD TR II 30,292.0 $1.5M 0.27% +593.0 +2.0% $49.61 +0.7%
63 CENCORA INC 4,593.0 $1.4M 0.26% -724.0 -13.6% $314.13
64 OMFL INVESCO EXCH TRD SLF IDX FD 23,376.0 $1.4M 0.26% -4K -15.8% $60.12 +14.0%
65 GWW WW GRAINGER INC Industrials 1,288.0 $1.4M 0.26% -178.0 -12.1% $1090.85 +25.2%
66 USMV ISHARES TR 14,854.0 $1.4M 0.25% +680.0 +4.8% $92.74 +1.6%
67 HD HOME DEPOT INC Consumer Cyclical 4,138.0 $1.4M 0.25% +828.0 +25.0% $328.85 +1.7%
68 XLE SELECT SECTOR SPDR TR 21,663.0 $1.3M 0.24% +2K +9.4% $61.10 -12.0%
69 VO VANGUARD INDEX FDS 4,520.0 $1.3M 0.24% +282.0 +6.7% $287.18 -72.1%
70 INMD INMODE LTD Healthcare 94,749.0 $1.3M 0.24% +23K +32.2% $13.68 -2.1%
71 WMT WALMART INC Consumer Defensive 10,364.0 $1.3M 0.23% -2K -16.3% $124.38 -5.8%
72 GBIL GOLDMAN SACHS ETF TR 12,765.0 $1.3M 0.23% -13K -49.7% $100.19 -0.1%
73 MS MORGAN STANLEY Financial Services 7,647.0 $1.3M 0.23% -9K -53.4% $164.64 +35.5%
74 QQQ INVESCO QQQ TR Financial Services 2,146.0 $1.2M 0.23% +114.0 +5.6% $577.18 +28.3%
75 CGIE CAPITAL GROUP INTERNATIONAL 35,550.0 $1.2M 0.22% +1K +3.2% $33.86 +9.6%
76 LIN LINDE PLC Basic Materials 2,378.0 $1.2M 0.21% -145.0 -5.8% $495.75 +3.3%
77 DBC INVESCO DB COMMDY INDX TRCK Financial Services 40,720.0 $1.2M 0.21% -2K -3.6% $28.95 -4.6%
78 ADI ANALOG DEVICES INC Technology 3,700.0 $1.2M 0.21% -258.0 -6.5% $318.27 +36.5%
79 IEMG ISHARES INC 15,856.0 $1.1M 0.20% +1K +7.5% $69.75 +22.8%
80 ARKK ARK ETF TR 15,416.0 $1.1M 0.20% +4K +31.9% $70.12 +14.4%
Page 4 of 10  ·  195 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%