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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ARKK ARK ETF TR 22,590.0 $1.8M 0.27% +7K +46.5% $80.82 +6.7%
62 LLY ELI LILLY & CO Healthcare 1,579.0 $1.8M 0.27% +434.0 +37.9% $1155.36 +8.6%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,917.0 $1.8M 0.27% +284.0 +17.4% $940.17 +0.8%
64 INMD INMODE LTD Healthcare 122,749.0 $1.8M 0.27% +28K +29.6% $14.62 +3.0%
65 HDV ISHARES TR 64,780.0 $1.8M 0.26% +49K +302.7% $27.41 +8.8%
66 AMD ADVANCED MICRO DEVICES INC Technology 3,628.0 $1.8M 0.26% -1K -24.6% $483.47 -2.1%
67 OMFL INVESCO EXCH TRD SLF IDX FD 24,054.0 $1.6M 0.24% +678.0 +2.9% $68.54 +3.1%
68 QQQ INVESCO QQQ TR Financial Services 2,170.0 $1.6M 0.24% +24.0 +1.1% $736.40 -3.1%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 13,243.0 $1.6M 0.23% +854.0 +6.9% $120.43 +49.4%
70 SPHD INVESCO EXCH TRADED FD TR II 31,114.0 $1.6M 0.23% +822.0 +2.7% $50.84 +4.7%
71 ADI ANALOG DEVICES INC Technology 4,062.0 $1.6M 0.23% +362.0 +9.8% $388.85 -4.1%
72 CENCORA INC 5,208.0 $1.5M 0.22% +615.0 +13.4% $291.84
73 HD HOME DEPOT INC Consumer Cyclical 4,289.0 $1.5M 0.22% +151.0 +3.6% $353.67 -5.1%
74 MA MASTERCARD INCORPORATED Financial Services 2,883.0 $1.5M 0.22% +908.0 +46.0% $519.19 +11.8%
75 MU MICRON TECHNOLOGY INC Technology 1,685.0 $1.5M 0.22% +778.0 +85.8% $879.33 +9.9%
76 USMV ISHARES TR 15,253.0 $1.5M 0.22% +399.0 +2.7% $96.46 +4.9%
77 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 93,443.0 $1.4M 0.21% $15.32 -22.0%
78 WMT WALMART INC Consumer Defensive 12,496.0 $1.4M 0.21% +2K +20.6% $114.23 -9.2%
79 VO VANGUARD INDEX FDS 17,661.0 $1.4M 0.21% +13K +290.7% $80.57 +3.0%
80 LIN LINDE PLC Basic Materials 2,688.0 $1.4M 0.20% +310.0 +13.0% $510.19 -4.4%
Page 4 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%