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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 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 25,392.0 $1.3M 0.20% +4K +17.2% $53.11 +19.8%
82 GS GOLDMAN SACHS GROUP INC Financial Services 1,342.0 $1.3M 0.20% +158.0 +13.3% $1002.86 +3.6%
83 RY ROYAL BK CDA Financial Services 6,501.0 $1.3M 0.20% +34.0 +0.5% $206.55 -0.6%
84 VIG VANGUARD SPECIALIZED FUNDS 5,507.0 $1.3M 0.19% +850.0 +18.2% $236.62 +3.1%
85 CGIE CAPITAL GROUP INTERNATIONAL 34,974.0 $1.3M 0.19% -576.0 -1.6% $36.36 +4.5%
86 IEMG ISHARES INC 15,085.0 $1.2M 0.18% -771.0 -4.9% $82.84 -1.5%
87 AFL AFLAC INC Financial Services 10,660.0 $1.2M 0.18% +1K +15.0% $116.15 -0.1%
88 SMLF ISHARES TR 13,596.0 $1.2M 0.18% +477.0 +3.6% $89.14 +0.2%
89 CB CHUBB LIMITED Financial Services 3,479.0 $1.2M 0.17% +514.0 +17.3% $334.30 +2.0%
90 ORCL ORACLE CORP Technology 7,704.0 $1.1M 0.17% +766.0 +11.0% $148.91 -1.6%
91 GBIL GOLDMAN SACHS ETF TR 11,272.0 $1.1M 0.17% -1K -11.7% $100.16 -0.0%
92 XOM EXXON MOBIL CORP Energy 8,005.0 $1.1M 0.16% +2K +32.0% $135.01 +22.3%
93 CAT CATERPILLAR INC Industrials 1,096.0 $1.1M 0.16% +197.0 +21.9% $978.99 -15.4%
94 DBC INVESCO DB COMMDY INDX TRCK Financial Services 40,225.0 $1.1M 0.16% -495.0 -1.2% $26.66 +17.3%
95 UNH UNITEDHEALTH GROUP INC Healthcare 2,660.0 $1.1M 0.16% +611.0 +29.8% $400.86 -2.7%
96 JNJ JOHNSON & JOHNSON Healthcare 4,361.0 $1.1M 0.16% +1K +40.6% $244.48 +10.5%
97 TXN TEXAS INSTRS INC Technology 3,683.0 $1.1M 0.15% +450.0 +13.9% $285.85 -7.5%
98 EEMV ISHARES INC 13,916.0 $1.0M 0.15% -103.0 -0.7% $75.28 -0.8%
99 XLC SELECT SECTOR SPDR TR 9,373.0 $1.0M 0.15% $107.13 +4.0%
100 TJX TJX COS INC NEW Consumer Cyclical 6,556.0 $1.0M 0.15% +2K +33.2% $152.65 -8.0%
Page 5 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%