Atlas Wealth Partners, LLC
Filing Date
Global Rank
#5,885
/ 8,232
▲ 375
Top Industry
Oil & Gas E&P
35.7%
3Y Alpha vs SPY
+1.7%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.7%
SPY
+76.3%
Annualised alpha
+1.7%
Max drawdown
−24.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.1%
+2.7 pts
Top 5
63.2%
−0.4 pts
Top 10
76.9%
+0.6 pts
HHI
1,139
Diversified+62
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 33.3% | $25,090,829 |
| Unclassified | 28.9% | $21,767,799 |
| Basic Materials | 14.7% | $11,041,975 |
| Technology | 6.4% | $4,795,909 |
| Financial Services | 4.6% | $3,433,243 |
| Utilities | 4.3% | $3,273,680 |
| Healthcare | 3.0% | $2,265,260 |
| Consumer Cyclical | 2.1% | $1,550,729 |
| Consumer Defensive | 1.6% | $1,177,688 |
| Industrials | 0.8% | $599,108 |
| Communication Services | 0.4% | $278,933 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HE | Hawaiian Electric Industries Inc | +15,390 | 114,967 | $1,706,110 | |
| MIAX | Miami International Holdings, Inc. | +13,233 | 37,707 | $1,467,556 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +3,991 | 212,416 | $12,538,916 | |
| SJT | San Juan Basin Royalty Trust | +1,450 | 42,106 | $202,529 | |
| SLV | iShares Silver Trust | +1,000 | 5,699 | $388,329 | |
| LB | LandBridge Co LLC | +597 | 38,030 | $2,625,971 | |
| SO | Southern Co | +430 | 7,952 | $767,527 | |
| VNOM | Viper Energy, Inc. | +402 | 6,225 | $292,512 | |
| DUK | Duke Energy CORP | +300 | 3,982 | $521,403 | |
| PLTR | Palantir Technologies Inc. | +250 | 1,515 | $221,614 | |
| AMZN | Amazon Com Inc | +200 | 3,933 | $819,125 | |
| WBI | WaterBridge Infrastructure LLC | +160 | 15,715 | $421,004 | |
| TPL | Texas Pacific Land Corp | +67 | 39,849 | $18,910,741 | |
| SPY | Spdr S&P 500 ETF Trust | +20 | 1,122 | $729,681 | |
| CME | Cme Group Inc. | +1 | 1,444 | $426,485 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PBT | Permian Basin Royalty Trust | −2,845 | 81,144 | $1,746,218 | |
| GBTC | Grayscale Bitcoin Trust ETF | −2,400 | 140,312 | $7,402,861 | |
| WPM | Wheaton Precious Metals Corp. | −850 | 21,246 | $2,783,438 | |
| FNV | FRANCO NEVADA Corp | −540 | 23,988 | $5,926,235 | |
| MSB | Mesabi Trust | −388 | 7,470 | $235,305 | |
| XOM | Exxon Mobil Corp | −225 | 3,790 | $643,011 | |
| RGLD | Royal Gold Inc | −219 | 8,240 | $2,096,997 | |
| NEE | Nextera Energy Inc | −150 | 3,000 | $278,640 | |
| JNJ | Johnson & Johnson | −123 | 2,829 | $691,520 | |
| PNC | Pnc Financial Services Group, Inc. | −100 | 1,100 | $228,899 | |
| CACI | Caci International Inc /De/ | −100 | 425 | $231,144 | |
| MSFT | Microsoft Corp | −67 | 5,734 | $2,122,554 | |
| ISRG | Intuitive Surgical Inc | −50 | 1,900 | $875,881 | |
| AAPL | Apple Inc. | −20 | 4,542 | $1,152,714 | |
| TSLA | Tesla, Inc. | −15 | 1,968 | $731,604 | |
| IAU | Ishares Gold Trust | −14 | 8,031 | $708,012 | |
| PEP | Pepsico Inc | −9 | 1,556 | $241,631 | |
| No positions match the current search. | |||||
47 positions ·
$75,275,153 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 39,849 | $18,910,741 | 25.12% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 212,416 | $12,538,916 | 16.66% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 140,312 | $7,402,861 | 9.83% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 23,988 | $5,926,235 | 7.87% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 21,246 | $2,783,438 | 3.70% | |
| LB |
LandBridge Co LLC
Energy
|
Added | 38,030 | $2,625,971 | 3.49% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,734 | $2,122,554 | 2.82% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Reduced | 8,240 | $2,096,997 | 2.79% | |
| PBT |
Permian Basin Royalty Trust
Energy
|
Reduced | 81,144 | $1,746,218 | 2.32% | |
| HE |
Hawaiian Electric Industries Inc
Utilities
|
Added | 114,967 | $1,706,110 | 2.27% | |
| MIAX |
Miami International Holdings, Inc.
Financial Services
|
Added | 37,707 | $1,467,556 | 1.95% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,542 | $1,152,714 | 1.53% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 1,900 | $875,881 | 1.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,933 | $819,125 | 1.09% | |
| SO |
Southern Co
Utilities
|
Added | 7,952 | $767,527 | 1.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,968 | $731,604 | 0.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,122 | $729,681 | 0.97% | |
| IAU |
Ishares Gold Trust
|
Reduced | 8,031 | $708,012 | 0.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,829 | $691,520 | 0.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 3,790 | $643,011 | 0.85% | |
| CRS |
Carpenter Technology Corp
Industrials
|
Held | 1,520 | $599,108 | 0.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,130 | $541,496 | 0.72% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 3,096 | $539,942 | 0.72% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,982 | $521,403 | 0.69% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,450 | $476,455 | 0.63% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,444 | $426,485 | 0.57% | |
| WBI |
WaterBridge Infrastructure LLC
Energy
|
Added | 15,715 | $421,004 | 0.56% | |
| SLV |
iShares Silver Trust
|
Added | 5,699 | $388,329 | 0.52% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 2,158 | $356,803 | 0.47% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 626 | $312,787 | 0.42% | |
| VNOM |
Viper Energy, Inc.
Energy
|
Added | 6,225 | $292,512 | 0.39% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,399 | $290,290 | 0.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 290 | $288,964 | 0.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 970 | $278,933 | 0.37% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,000 | $278,640 | 0.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 800 | $273,432 | 0.36% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,050 | $254,509 | 0.34% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 5,503 | $252,972 | 0.34% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 2,753 | $248,843 | 0.33% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,556 | $241,631 | 0.32% | |
| MSB |
Mesabi Trust
Basic Materials
|
Reduced | 7,470 | $235,305 | 0.31% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 425 | $231,144 | 0.31% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 1,100 | $228,899 | 0.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,515 | $221,614 | 0.29% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,018 | $221,404 | 0.29% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 1,291 | $203,048 | 0.27% | |
| SJT |
San Juan Basin Royalty Trust
Energy
|
Added | 42,106 | $202,529 | 0.27% |