Atlas Wealth Partners, LLC
Filing Date
Global Rank
#6,234
/ 8,588
▲ 256
Top Industry
Oil & Gas E&P
35.7%
3Y Alpha vs SPY
+1.0%
Period ended 3 months ago
Filed Apr 29, 2026 · 49d
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
+81.2%
SPY
+76.8%
Annualised alpha
+1.0%
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. | |||||
4 positions ·
$3,273,680 total
· Utilities only
· 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 |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,000 | $278,640 | 8.51% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,982 | $521,403 | 15.93% | |
| SO |
Southern Co
Utilities
|
Added | 7,952 | $767,527 | 23.45% | |
| HE |
Hawaiian Electric Industries Inc
Utilities
|
Added | 114,967 | $1,706,110 | 52.12% |