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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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GD GENERAL DYNAMICS CORP Industrials 2,402.0 $824K 0.15% -211.0 -8.1% $343.23 +2.0%
102 IYR ISHARES TR 8,670.0 $821K 0.15% -254.0 -2.9% $94.69 +6.1%
103 TJX TJX COS INC NEW Consumer Cyclical 4,920.0 $786K 0.14% -3K -34.1% $159.67 +2.6%
104 RTX RTX CORPORATION Industrials 4,068.0 $784K 0.14% -254.0 -5.9% $192.73 -3.7%
105 VBK VANGUARD INDEX FDS 2,547.0 $770K 0.14% +184.0 +7.8% $302.25 +18.0%
106 JNJ JOHNSON & JOHNSON Healthcare 3,101.0 $756K 0.14% -1K -25.3% $243.87 -6.3%
107 LRGF ISHARES TR 10,675.0 $705K 0.13% +77.0 +0.7% $66.00 +14.6%
108 SYK STRYKER CORPORATION Healthcare 2,139.0 $703K 0.13% -376.0 -14.9% $328.59 -6.3%
109 DIA STATE STR SPDR DOW JONES IND Financial Services 1,486.0 $688K 0.12% +743.0 +100.0% $463.19 +11.3%
110 BLK BLACKROCK INC Financial Services 706.0 $679K 0.12% -61.0 -8.0% $962.22 +9.1%
111 NFLX NETFLIX INC. Communication Services 6,836.0 $657K 0.12% -854.0 -11.1% $96.10 -19.5%
112 CAT CATERPILLAR INC Industrials 899.0 $640K 0.12% -149.0 -14.2% $711.79 +38.5%
113 TXN TEXAS INSTRS INC Technology 3,233.0 $630K 0.12% -353.0 -9.8% $194.81 +65.7%
114 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,852.0 $606K 0.11% +126.0 +3.4% $157.28 -14.9%
115 EWJ ISHARES INC 6,991.0 $590K 0.11% NEW $84.44 +14.0%
116 EMR EMERSON ELEC CO Industrials 4,489.0 $588K 0.11% +64.0 +1.4% $131.03 +15.0%
117 SPYD SPDR SERIES TRUST 12,713.0 $579K 0.10% $45.52 +4.3%
118 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,691.0 $574K 0.10% -387.0 -18.6% $339.61 +36.1%
119 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,534.0 $574K 0.10% +90.0 +2.6% $162.48 -15.3%
120 FYX FIRST TR EXCHANGE-TRADED ALP 4,678.0 $558K 0.10% $119.35 +16.2%
Page 6 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%