ATLANTA CAPITAL MANAGEMENT CO L L C
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $28,644,498,655 | Registered funds and BDCs (62%) |
| Apr 2025 to Mar 2026 | $36,284,382,111 | Registered funds and BDCs (64%) |
| Apr 2024 to Mar 2025 | $33,178,196,876 | Registered funds and BDCs (64%) |
| May 2023 to Mar 2024 | $31,849,152,281 | Registered funds and BDCs (55%) |
| Apr 2023 | $31,849,152,281 | Registered funds and BDCs (55%) |
| Apr 2022 to Mar 2023 | $29,876,022,013 | Registered funds and BDCs (69%) |
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2022, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2022-09-30, active share 84.4%; sector active share 34.8% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
155 tracked positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Portfolio Trend
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 22.4% | $4,786,869,346 |
| Financial Services | 21.1% | $4,520,772,391 |
| Technology | 16.2% | $3,465,680,560 |
| Consumer Cyclical | 13.4% | $2,861,974,669 |
| Healthcare | 11.9% | $2,539,077,220 |
| Basic Materials | 3.9% | $838,273,355 |
| Unclassified | 3.2% | $678,099,365 |
| Consumer Defensive | 3.0% | $649,498,842 |
| Communication Services | 2.5% | $537,306,654 |
| Real Estate | 2.4% | $517,051,786 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | +4,356,061 | 4,574,197 | $439,809,041 | |
| TRMB | Trimble Inc. | +338,140 | 2,395,162 | $129,985,441 | |
| FCN | Fti Consulting, Inc | +289,017 | 662,925 | $109,853,301 | |
| TJX | Tjx Companies Inc | +246,248 | 6,613,400 | $410,824,408 | |
| COLM | Columbia Sportswear Co | +225,398 | 3,492,922 | $235,073,650 | |
| NVST | Envista Holdings Corp | +203,155 | 10,472,529 | $343,603,676 | |
| APH | Amphenol Corp | +186,901 | 2,854,988 | $191,169,996 | |
| HLNE | Hamilton Lane INC | +176,831 | 477,490 | $28,463,178 | |
| NRC | Nrc Health | +172,163 | 959,130 | $38,173,374 | |
| TFX | Teleflex Inc | +149,336 | 1,440,850 | $290,273,641 | |
| — | +146,769 | 576,590 | $37,490,000 | ||
| BR | Broadridge Financial Solutions, Inc. | +139,947 | 1,205,344 | $173,955,246 | |
| A | Agilent Technologies, Inc. | +135,108 | 842,640 | $102,422,892 | |
| TTGT | TechTarget, Inc. | +131,911 | 579,917 | $34,331,086 | |
| XYL | Xylem Inc. | +126,199 | 1,940,390 | $169,512,470 | |
| ICE | Intercontinental Exchange, Inc. | +112,600 | 2,197,108 | $198,508,707 | |
| V | Visa Inc. | +98,416 | 2,201,475 | $391,092,033 | |
| SPGI | S&P Global Inc. | +94,281 | 698,774 | $213,370,616 | |
| BALL | BALL Corp | +93,326 | 1,756,837 | $84,890,363 | |
| ECL | Ecolab Inc. | +92,415 | 1,395,940 | $201,601,654 | |
| VRSK | Verisk Analytics, Inc. | +84,650 | 1,880,046 | $320,604,244 | |
| ZTS | Zoetis Inc. | +84,135 | 1,580,244 | $234,334,382 | |
| ADBE | Adobe Inc. | +81,236 | 442,150 | $121,679,680 | |
| MGRC | Mcgrath Rentcorp | +79,988 | 410,931 | $34,460,673 | |
| MSFT | Microsoft Corp | +77,243 | 1,381,220 | $321,686,138 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARMK | Aramark | −2,065,476 | 13,504,108 | $421,328,621 | |
| CSL | Carlisle Companies Inc | −708,776 | 1,726,777 | $484,205,538 | |
| SCI | Service Corp International | −369,797 | 2,185,076 | $126,166,288 | |
| HXL | Hexcel Corp | −320,465 | 3,522,352 | $182,176,045 | |
| WWW | Wolverine World Wide Inc | −111,528 | 2,023,250 | $31,137,817 | |
| — | −97,775 | 9,028,916 | $154,304,000 | ||
| JBHT | Hunt J B Transport Services Inc | −82,179 | 1,533,858 | $239,926,068 | |
| KNSL | Kinsale Capital Group, Inc. | −73,923 | 321,835 | $82,203,095 | |
| IWB | iShares Russell 1000 ETF | −64,276 | 51,815 | $10,224,653 | |
| CBZ | CBIZ, Inc. | −64,045 | 1,195,082 | $51,125,607 | |
| OPLN | OPENLANE, Inc. | −63,944 | 1,431,189 | $15,986,381 | |
| IPAR | Interparfums Inc | −58,870 | 850,838 | $64,204,235 | |
| SBH | Sally Beauty Holdings, Inc. | −56,947 | 1,399,562 | $17,634,481 | |
| APAM | Artisan Partners Asset Management Inc. | −55,815 | 978,343 | $26,346,776 | |
| SIGI | Selective Insurance Group Inc | −52,924 | 788,993 | $64,224,030 | |
| QLYS | Qualys, Inc. | −49,879 | 522,005 | $72,762,276 | |
| MOG-A | Moog Inc. | −49,045 | 610,556 | $42,952,614 | |
| SFM | Sprouts Farmers Market, Inc. | −47,002 | 917,749 | $25,467,534 | |
| HURN | Huron Consulting Group Inc. | −46,272 | 566,598 | $37,537,117 | |
| SLGN | Silgan Holdings Inc | −39,858 | 903,595 | $37,987,133 | |
| BLKB | Blackbaud Inc | −37,520 | 3,554,869 | $156,627,528 | |
| PLUS | Eplus Inc | −37,496 | 606,354 | $25,187,945 | |
| WABC | Westamerica Bancorporation | −32,516 | 405,713 | $21,214,732 | |
| FTDR | Frontdoor, Inc. | −27,422 | 790,206 | $16,112,300 | |
| CENT | Central Garden & Pet Co | −26,941 | 616,848 | $21,761,163 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WRB |
Berkley W R Corp
Financial Services
|
Added | 9,025,165 | $582,844,704 | 2.72% | |
| IT |
Gartner Inc
Technology
|
Added | 1,757,966 | $486,411,612 | 2.27% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Reduced | 1,726,777 | $484,205,538 | 2.26% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 4,574,197 | $439,809,041 | 2.06% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 401,014 | $434,787,399 | 2.03% | |
| ARMK |
Aramark
Industrials
|
Reduced | 13,504,108 | $421,328,621 | 1.97% | |
| DHR |
Danaher Corp
Healthcare
|
Added | 1,599,383 | $413,104,641 | 1.93% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 6,613,400 | $410,824,408 | 1.92% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 802,260 | $406,898,249 | 1.90% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,201,475 | $391,092,033 | 1.83% | |
| GDDY |
GoDaddy Inc.
Technology
|
Added | 5,204,621 | $368,903,536 | 1.72% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Reduced | 6,056,264 | $366,282,846 | 1.71% | |
| RPM |
Rpm International Inc
Basic Materials
|
Reduced | 4,185,536 | $348,697,004 | 1.63% | |
| NVST |
Envista Holdings Corp
Healthcare
|
Added | 10,472,529 | $343,603,676 | 1.61% | |
| FISV |
Fiserv Inc
|
Added | 3,488,051 | $326,376,932 | 1.53% | |
| LSTR |
Landstar System Inc
Industrials
|
Reduced | 2,247,933 | $324,534,087 | 1.52% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,381,220 | $321,686,138 | 1.50% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
Added | 1,880,046 | $320,604,244 | 1.50% | |
| CACI |
Caci International Inc
Technology
|
Reduced | 1,225,498 | $319,928,507 | 1.50% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,065,460 | $302,952,896 | 1.42% | |
| IEX |
Idex Corp
Industrials
|
Added | 1,502,513 | $300,277,223 | 1.40% | |
| CHH |
Choice Hotels International Inc
Consumer Cyclical
|
Reduced | 2,713,572 | $297,190,405 | 1.39% | |
| BAH |
Booz Allen Hamilton Holding Corp
Industrials
|
Reduced | 3,161,050 | $291,922,967 | 1.36% | |
| SEIC |
Sei Investments Co
Financial Services
|
Reduced | 5,947,533 | $291,726,493 | 1.36% | |
| TFX |
Teleflex Inc
Healthcare
|
Added | 1,440,850 | $290,273,641 | 1.36% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
Reduced | 5,940,242 | $280,082,410 | 1.31% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Reduced | 686,635 | $275,471,095 | 1.29% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Reduced | 2,884,168 | $274,082,485 | 1.28% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
Added | 2,440,141 | $272,929,770 | 1.28% | |
| LII |
Lennox International Inc
Industrials
|
Reduced | 1,095,940 | $244,032,959 | 1.14% | |
| DLB |
Dolby Laboratories, Inc.
Industrials
|
Reduced | 3,737,617 | $243,505,747 | 1.14% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Reduced | 1,533,858 | $239,926,068 | 1.12% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 993,620 | $238,329,693 | 1.11% | |
| KEX |
Kirby Corp
Industrials
|
Added | 3,905,135 | $237,315,053 | 1.11% | |
| AMT |
American Tower Corp
Real Estate
|
Added | 1,097,209 | $235,570,772 | 1.10% | |
| COLM |
Columbia Sportswear Co
Consumer Cyclical
|
Added | 3,492,922 | $235,073,650 | 1.10% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 1,580,244 | $234,334,382 | 1.10% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 325,859 | $229,192,927 | 1.07% | |
| MORN |
Morningstar, Inc.
Financial Services
|
Added | 1,029,605 | $218,605,733 | 1.02% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 698,774 | $213,370,616 | 1.00% | |
| JLL |
Jones Lang Lasalle Inc
Real Estate
|
Added | 1,386,077 | $209,394,652 | 0.98% | |
| WEX |
WEX Inc.
Technology
|
Reduced | 1,644,877 | $208,800,686 | 0.98% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 1,395,940 | $201,601,654 | 0.94% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 2,197,108 | $198,508,707 | 0.93% | |
| APH |
Amphenol Corp
Technology
|
Added | 2,854,988 | $191,169,996 | 0.89% | |
| NDSN |
Nordson Corp
Industrials
|
Reduced | 898,691 | $190,765,138 | 0.89% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 907,184 | $183,722,903 | 0.86% | |
| HXL |
Hexcel Corp
Industrials
|
Reduced | 3,522,352 | $182,176,045 | 0.85% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 1,205,344 | $173,955,246 | 0.81% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,140,369 | $170,245,688 | 0.80% |
Showing the top 50 of 155 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.