Atlas Legacy Advisors, LLC
Filing Date
Global Rank
#5,395
/ 8,622
▼ 234
· as of Mar 2026
Top Industry
Consumer Electronics
12.1%
3Y Alpha vs SPY
-1.7%
Period ended 4 months ago
Filed May 11, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+22.0%
SPY
+23.3%
Annualised alpha
-0.8%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
100 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.7%
−1.2 pts
Top 5
35.6%
−1.7 pts
Top 10
49.5%
−3.6 pts
HHI
361
Diversified−42
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.9% | $37,869,215 |
| Financial Services | 16.8% | $19,394,946 |
| Consumer Cyclical | 11.7% | $13,504,818 |
| Unclassified | 11.5% | $13,216,909 |
| Healthcare | 6.9% | $7,904,703 |
| Industrials | 6.4% | $7,391,542 |
| Communication Services | 4.8% | $5,576,778 |
| Consumer Defensive | 3.9% | $4,490,024 |
| Energy | 3.2% | $3,678,076 |
| Basic Materials | 1.5% | $1,757,450 |
| Utilities | 0.4% | $436,974 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INMD | InMode Ltd. | +23,054 | 94,749 | $1,296,166 | |
| WIT | Wipro Ltd | +6,862 | 21,341 | $45,242 | |
| SPY | Spdr S&P 500 ETF Trust | +5,552 | 15,082 | $9,808,427 | |
| RY | Royal Bank Of Canada | +3,061 | 6,467 | $1,046,231 | |
| ORCL | Oracle Corp | +2,260 | 6,938 | $1,020,648 | |
| HD | Home Depot, Inc. | +828 | 4,138 | $1,360,946 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +743 | 1,486 | $688,300 | |
| BABA | Alibaba Group Holding Ltd | +449 | 2,678 | $335,981 | |
| C | Citigroup Inc | +410 | 2,756 | $312,557 | |
| ABT | Abbott Laboratories | +220 | 2,623 | $269,303 | |
| PAYX | Paychex Inc | +129 | 3,859 | $355,491 | |
| ICE | Intercontinental Exchange, Inc. | +126 | 3,852 | $605,841 | |
| QQQ | Invesco Qqq Trust, Series 1 | +114 | 2,146 | $1,238,628 | |
| BR | Broadridge Financial Solutions, Inc. | +90 | 3,534 | $574,204 | |
| EMR | Emerson Electric Co | +64 | 4,489 | $588,148 | |
| ITW | Illinois Tool Works Inc | +51 | 1,578 | $410,737 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −12,629 | 48,795 | $12,383,682 | |
| NVDA | Nvidia Corp | −11,620 | 38,528 | $6,719,282 | |
| AMZN | Amazon Com Inc | −10,116 | 22,848 | $4,758,552 | |
| MS | Morgan Stanley | −8,747 | 7,647 | $1,258,466 | |
| ALL | Allstate Corp | −5,338 | 15,333 | $3,179,144 | |
| MSFT | Microsoft Corp | −4,655 | 19,813 | $7,334,178 | |
| JPM | Jpmorgan Chase & Co | −3,277 | 14,752 | $4,339,447 | |
| TJX | Tjx Companies Inc /De/ | −2,550 | 4,920 | $785,723 | |
| AVGO | Broadcom Inc. | −2,169 | 5,185 | $1,604,809 | |
| WMT | Walmart Inc. | −2,024 | 10,364 | $1,288,037 | |
| XOM | ExxonMobil Holdings Corp | −1,916 | 6,065 | $1,028,986 | |
| QCOM | Qualcomm Inc/De | −1,838 | 1,779 | $229,099 | |
| BAC | Bank Of America Corp /De/ | −1,805 | 8,421 | $410,523 | |
| VZ | Verizon Communications Inc | −1,789 | 7,645 | $383,778 | |
| GOOGL | Alphabet Inc. | −1,638 | 9,675 | $2,782,142 | |
| TSLA | Tesla, Inc. | −1,613 | 10,331 | $3,840,548 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −1,528 | 40,720 | $1,178,844 | |
| META | Meta Platforms, Inc. | −1,460 | 3,065 | $1,753,577 | |
| AFL | Aflac Inc | −1,419 | 9,269 | $1,016,901 | |
| CSCO | Cisco Systems, Inc. | −1,167 | 6,907 | $535,914 | |
| KO | Coca Cola Co | −1,116 | 3,486 | $265,109 | |
| JNJ | Johnson & Johnson | −1,049 | 3,101 | $758,008 | |
| ACN | Accenture plc | −1,018 | 1,287 | $255,199 | |
| PEP | Pepsico Inc | −953 | 2,331 | $361,980 | |
| AMD | Advanced Micro Devices Inc | −934 | 4,811 | $978,700 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | 7,879 | $302,710 | |
| TTE | TotalEnergies SE | 3,124 | $284,221 | |
| AMAT | Applied Materials Inc /De | 815 | $278,558 | |
| LMT | Lockheed Martin Corp | 432 | $261,096 | |
| ASML | Asml Holding NV | 188 | $248,315 | |
| NEE | Nextera Energy Inc | 2,371 | $220,217 | |
| CMS | Cms Energy Corp | 2,794 | $216,757 | |
| BMY | Bristol Myers Squibb Co | 3,569 | $216,459 | |
| ECL | Ecolab Inc. | 777 | $206,697 | |
| CHD | Church & Dwight Co Inc /De/ | 2,186 | $203,997 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 2,272 | $350,206 | |
| IBM | International Business Machines Corp | 1,097 | $324,942 | |
| DIS | Walt Disney Co | 2,580 | $293,526 | |
| EXPE | Expedia Group, Inc. | 829 | $234,863 | |
| COMP | Compass, Inc. | 15,000 | $158,550 | |
| CLSK | Cleanspark, Inc. | 10,191 | $103,132 | |
| BTG | B2gold Corp | 15,000 | $67,650 | |
| RR | Richtech Robotics Inc. | 10,000 | $32,300 | |
| No positions match the current search. | ||||
100 tracked positions ·
$115,221,435 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 100 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 48,795 | $12,383,682 | 10.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 15,082 | $9,808,427 | 8.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 19,813 | $7,334,178 | 6.37% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 38,528 | $6,719,282 | 5.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,848 | $4,758,552 | 4.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 14,752 | $4,339,447 | 3.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 10,331 | $3,840,548 | 3.33% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 15,333 | $3,179,144 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,675 | $2,782,142 | 2.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,888 | $1,863,129 | 1.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 12,389 | $1,812,262 | 1.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,065 | $1,753,577 | 1.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,633 | $1,627,169 | 1.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,185 | $1,604,809 | 1.39% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 4,593 | $1,442,844 | 1.25% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 1,288 | $1,404,962 | 1.22% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,138 | $1,360,946 | 1.18% | |
| INMD |
InMode Ltd.
Healthcare
|
Added | 94,749 | $1,296,166 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 10,364 | $1,288,037 | 1.12% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 7,647 | $1,258,466 | 1.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,146 | $1,238,628 | 1.07% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 2,378 | $1,178,916 | 1.02% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Reduced | 40,720 | $1,178,844 | 1.02% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 3,700 | $1,177,117 | 1.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,145 | $1,053,135 | 0.91% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 6,467 | $1,046,231 | 0.91% | |
| MPAA |
Motorcar Parts Of America Inc
Consumer Cyclical
|
Held | 93,443 | $1,033,479 | 0.90% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,065 | $1,028,986 | 0.89% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,938 | $1,020,648 | 0.89% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 9,269 | $1,016,901 | 0.88% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,184 | $1,001,651 | 0.87% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,975 | $986,828 | 0.86% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,811 | $978,700 | 0.85% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 2,965 | $966,381 | 0.84% | |
| PSX |
Phillips 66
Energy
|
Reduced | 5,190 | $945,513 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,459 | $922,566 | 0.80% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,699 | $838,821 | 0.73% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 2,402 | $824,414 | 0.72% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 4,920 | $785,723 | 0.68% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 4,068 | $784,716 | 0.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,101 | $758,008 | 0.66% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 2,139 | $702,854 | 0.61% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 1,486 | $688,300 | 0.60% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 706 | $678,966 | 0.59% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 6,836 | $657,281 | 0.57% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 899 | $636,905 | 0.55% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 3,233 | $627,654 | 0.54% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 3,852 | $605,841 | 0.53% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 4,489 | $588,148 | 0.51% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 3,534 | $574,204 | 0.50% |
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.