Atlas Legacy Advisors, LLC
Reports for
Invesco Ltd.
Filing Date
Global Rank
#5,034
/ 8,700
▼ 1523
Top Industry
Semiconductors
15.4%
Period ended 2 months ago
Filed Jul 31, 2026 · 44d
7 quarters · since Dec 2024
Portfolio Concentration
115 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.9%
−11.7 pts
Top 5
34.6%
−21.2 pts
Top 10
48.9%
−19.1 pts
HHI
344
Diversified−563
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $59,788,054 |
| Financial Services | 16.6% | $27,043,688 |
| Consumer Cyclical | 11.2% | $18,242,719 |
| Unclassified | 9.8% | $15,983,227 |
| Healthcare | 6.6% | $10,695,087 |
| Industrials | 6.3% | $10,254,366 |
| Communication Services | 5.0% | $8,204,501 |
| Consumer Defensive | 3.5% | $5,714,618 |
| Energy | 2.2% | $3,603,110 |
| Basic Materials | 1.7% | $2,845,985 |
| Utilities | 0.2% | $316,585 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INMD | InMode Ltd. | +28,000 | 122,749 | $1,794,590 | |
| NVDA | Nvidia Corp | +14,152 | 52,680 | $10,540,741 | |
| AAPL | Apple Inc. | +12,356 | 61,151 | $17,694,653 | |
| AMZN | Amazon Com Inc | +7,462 | 30,310 | $7,224,085 | |
| MS | Morgan Stanley | +6,160 | 13,807 | $2,886,215 | |
| MSFT | Microsoft Corp | +4,957 | 24,770 | $9,239,704 | |
| ALL | Allstate Corp | +4,717 | 20,050 | $4,770,696 | |
| JPM | Jpmorgan Chase & Co | +3,670 | 18,422 | $6,030,072 | |
| BAC | Bank Of America Corp /De/ | +3,560 | 11,981 | $682,676 | |
| AVGO | Broadcom Inc. | +2,459 | 7,644 | $2,887,520 | |
| VZ | Verizon Communications Inc | +2,395 | 10,040 | $425,093 | |
| WMT | Walmart Inc. | +2,132 | 12,496 | $1,415,296 | |
| XOM | ExxonMobil Holdings Corp | +1,940 | 8,005 | $1,094,443 | |
| CSCO | Cisco Systems, Inc. | +1,810 | 8,717 | $1,023,898 | |
| TJX | Tjx Companies Inc /De/ | +1,636 | 6,556 | $993,233 | |
| TSLA | Tesla, Inc. | +1,505 | 11,836 | $4,978,221 | |
| KO | Coca Cola Co | +1,473 | 4,959 | $403,017 | |
| AFL | Aflac Inc | +1,391 | 10,660 | $1,249,884 | |
| META | Meta Platforms, Inc. | +1,302 | 4,367 | $2,459,886 | |
| WFC | Wells Fargo & Company/Mn | +1,298 | 5,333 | $440,718 | |
| JNJ | Johnson & Johnson | +1,260 | 4,361 | $1,107,562 | |
| NEE | Nextera Energy Inc | +1,236 | 3,607 | $316,585 | |
| BRK-B | Berkshire Hathaway Inc | +1,153 | 5,044 | $2,523,966 | |
| MRK | Merck & Co., Inc. | +1,084 | 4,578 | $588,272 | |
| QCOM | Qualcomm Inc/De | +1,047 | 2,826 | $522,216 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −19,677 | 12,658 | $4,523,588 | |
| AMD | Advanced Micro Devices Inc | −1,183 | 3,628 | $2,107,540 | |
| HON | Honeywell International Inc | −685 | 922 | $206,435 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −495 | 40,225 | $1,072,398 | |
| BR | Broadridge Financial Solutions, Inc. | −308 | 3,226 | $441,800 | |
| ICE | Intercontinental Exchange, Inc. | −229 | 3,623 | $446,027 | |
| C | Citigroup Inc | −225 | 2,531 | $354,238 | |
| ITW | Illinois Tool Works Inc | −46 | 1,532 | $414,360 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 6,135 | $856,629 | |
| TFPM | Triple Flag Precious Metals Corp. | 25,000 | $749,250 | |
| GLDM | World Gold Trust | 7,640 | $606,768 | |
| LRCX | Lam Research Corp | 1,242 | $538,195 | |
| PANW | Palo Alto Networks Inc | 1,463 | $498,911 | |
| SNDK | Sandisk Corp | 207 | $470,662 | |
| SPCX | Space Exploration Technologies Corp | 2,534 | $432,959 | |
| WDC | Western Digital Corp | 571 | $364,708 | |
| DELL | Dell Technologies Inc. | 773 | $333,518 | |
| CL | Colgate Palmolive Co | 3,606 | $330,598 | |
| IBM | International Business Machines Corp | 1,131 | $318,048 | |
| ETN | Eaton Corp plc | 722 | $307,658 | |
| KLAC | Kla Corp | 988 | $298,088 | |
| SBUX | Starbucks Corp | 2,875 | $293,795 | |
| NVS | Novartis AG | 1,788 | $280,215 | |
| DAL | Delta Air Lines, Inc. | 2,958 | $277,045 | |
| DIS | Walt Disney Co | 2,872 | $276,429 | |
| EXPE | Expedia Group, Inc. | 816 | $208,797 | |
| MDLZ | Mondelez International, Inc. | 3,607 | $208,628 | |
| SAN | Banco Santander, S.A. | 13,492 | $186,189 | |
| LYG | Lloyds Banking Group plc | 14,074 | $82,050 | |
| GOSS | Gossamer Bio, Inc. | 12,008 | $1,981 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 1,006,381 | $112,959,441 | |
| BKF | iShares MSCI BIC ETF | 702,115 | $71,276,123 | |
| VB | Vanguard Morningstar Small-Cap ETF | 112,716 | $49,116,675 | |
| IVZ | Invesco Ltd. | 209,686 | $27,181,375 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 111,159 | $18,593,220 | |
| EDV | Vanguard World Funds Extended Duration ETF | 112,628 | $18,403,836 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 72,813 | $10,783,605 | |
| BAB | Invesco Taxable Municipal Bond ETF | 270,741 | $8,015,281 | |
| DVVY | Invesco Diversified Dividend Opportunities ETF | 164,321 | $7,695,152 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 137,888 | $6,978,511 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 54,751 | $5,517,886 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 181,449 | $5,034,349 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 35,516 | $4,060,188 | |
| VXUS | Vanguard Total International Stock ETF | 50,163 | $3,868,068 | |
| VIG | Vanguard Dividend Appreciation ETF | 35,958 | $3,777,931 | |
| CGGR | Capital Group Growth ETF | 72,664 | $2,920,366 | |
| CGDV | Capital Group Dividend Value ETF | 63,252 | $2,690,740 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | 57,192 | $2,689,739 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 47,916 | $2,589,859 | |
| VEA | Vanguard FTSE Developed Markets ETF | 37,196 | $2,383,519 | |
| — | 24,840 | $2,096,145 | ||
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 12,765 | $1,278,925 | |
| CGIE | Capital Group International Equity ETF | 35,550 | $1,202,300 | |
| — | 15,416 | $1,041,966 | ||
| — | 20,436 | $948,086 | ||
| No positions match the current search. | ||||
115 tracked positions ·
$162,691,940 total
· filing declares
319 positions · $677,545,809
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 115 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 61,151 | $17,694,653 | 10.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 15,593 | $11,644,384 | 7.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 52,680 | $10,540,741 | 6.48% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,770 | $9,239,704 | 5.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 30,310 | $7,224,085 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,422 | $6,030,072 | 3.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,836 | $4,978,221 | 3.06% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 20,050 | $4,770,696 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,658 | $4,523,588 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,644 | $2,887,520 | 1.77% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 13,807 | $2,886,215 | 1.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,044 | $2,523,966 | 1.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,367 | $2,459,886 | 1.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,628 | $2,107,540 | 1.30% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Added | 1,477 | $2,009,310 | 1.24% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,685 | $1,944,978 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,579 | $1,893,899 | 1.16% | |
| INMD |
InMode Ltd.
Healthcare
|
Added | 122,749 | $1,794,590 | 1.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,917 | $1,793,295 | 1.10% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 4,062 | $1,613,303 | 0.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,170 | $1,597,988 | 0.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 13,243 | $1,545,060 | 0.95% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,289 | $1,512,644 | 0.93% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,883 | $1,480,708 | 0.91% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 5,208 | $1,473,759 | 0.91% | |
| MPAA |
Motorcar Parts Of America Inc
Consumer Cyclical
|
Held | 93,443 | $1,431,546 | 0.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 12,496 | $1,415,296 | 0.87% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 2,688 | $1,394,910 | 0.86% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,342 | $1,357,258 | 0.83% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 6,501 | $1,345,511 | 0.83% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 10,660 | $1,249,884 | 0.77% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 3,479 | $1,185,434 | 0.73% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,096 | $1,167,130 | 0.72% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,704 | $1,129,021 | 0.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,361 | $1,107,562 | 0.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,660 | $1,105,575 | 0.68% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 3,683 | $1,097,791 | 0.67% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,005 | $1,094,443 | 0.67% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Reduced | 40,225 | $1,072,398 | 0.66% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,208 | $1,054,474 | 0.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,717 | $1,023,898 | 0.63% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 6,556 | $993,233 | 0.61% | |
| PSX |
Phillips 66
Energy
|
Added | 5,585 | $944,143 | 0.58% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 2,614 | $925,982 | 0.57% | |
| INTC |
Intel Corp
Technology
|
NEW | 6,135 | $856,629 | 0.53% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,180 | $853,140 | 0.52% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,108 | $846,701 | 0.52% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,424 | $839,365 | 0.52% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 2,586 | $814,175 | 0.50% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 1,500 | $783,585 | 0.48% |
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.