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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CALL GOLDMAN SACHS GROUP INC 500.0 $506K 0.07% $1011.37
142 GEV GE VERNOVA INC Utilities 479.0 $505K 0.07% +129.0 +36.9% $1055.17 -9.3%
143 VTEB VANGUARD MUN BD FDS 9,847.0 $498K 0.07% $50.58 -2.1%
144 ACWI ISHARES TR 3,127.0 $491K 0.07% $156.97 +2.4%
145 QCOM QUALCOMM INC Technology 2,826.0 $490K 0.07% +1K +58.9% $173.42 -7.3%
146 S&P GLOBAL INC 1,197.0 $487K 0.07% NEW $407.26
147 PAYX PAYCHEX INC Industrials 4,839.0 $478K 0.07% +980.0 +25.4% $98.76 +26.0%
148 PANW PALO ALTO NETWORKS INC Technology 1,463.0 $478K 0.07% NEW $326.64 +9.6%
149 SNDK SANDISK CORP Technology 207.0 $471K 0.07% NEW $2273.73 -29.8%
150 UNP UNION PAC CORP Industrials 1,751.0 $464K 0.07% +218.0 +14.2% $264.90 +16.3%
151 SHW SHERWIN WILLIAMS CO Basic Materials 1,323.0 $456K 0.07% +163.0 +14.1% $344.55 +0.6%
152 LRCX LAM RESEARCH CORP Technology 1,242.0 $455K 0.07% NEW $366.08 -14.2%
153 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,623.0 $446K 0.07% -229.0 -5.9% $123.11 +31.0%
154 WFC WELLS FARGO & CO Financial Services 5,333.0 $445K 0.07% +1K +32.2% $83.46 +0.5%
155 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,226.0 $442K 0.07% -308.0 -8.7% $136.95 +33.0%
156 PEP PEPSICO INC Consumer Defensive 3,103.0 $434K 0.06% +772.0 +33.1% $139.94 +2.5%
157 SPACE EXPLORATION TECHN CORP 2,534.0 $433K 0.06% NEW $170.86
158 EMGF ISHARES INC 5,904.0 $433K 0.06% $73.26 -2.2%
159 VZ VERIZON COMMUNICATIONS INC Communication Services 10,040.0 $417K 0.06% +2K +31.3% $41.50 +19.2%
160 ITW ILLINOIS TOOL WKS INC Industrials 1,532.0 $414K 0.06% -46.0 -2.9% $270.47 +4.4%
Page 8 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%