Atlas Legacy Advisors, LLC

CIK

2054111

Location

LOS ANGELES, CA

Portfolio Value

Small $115,221,435

Diversification

Diversified

Filing Date

Global Rank

#5,036 / 8,232 ▼ 109

Top Industry

Consumer Electronics 12.1%

3Y Alpha vs SPY

-3.4%

Period ended 2 months ago

Filed May 11, 2026 · 34d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.7%

SPY

+23.4%

Annualised alpha

-3.4%

Max drawdown

−18.1%

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

100 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	32.9%	$37,869,215	21
Financial Services	16.8%	$19,394,946	17
Consumer Cyclical	11.7%	$13,504,818	8
Unclassified	11.5%	$13,216,909	5
Healthcare	6.9%	$7,946,979	14
Industrials	6.4%	$7,349,266	14
Communication Services	4.8%	$5,576,778	4
Consumer Defensive	3.9%	$4,490,024	7
Energy	3.2%	$3,678,076	5
Basic Materials	1.5%	$1,757,450	3
Utilities	0.4%	$436,974	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	Exxon Mobil 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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

100 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	48,795	-12,629	$12,383,682	−25.8%	10.75%
SPY	Spdr S&P 500 ETF Trust	Added	15,082	+5,552	$9,808,427	+50.9%	8.51%
MSFT	Microsoft Corp Technology	Reduced	19,813	-4,655	$7,334,178	−38.0%	6.37%
NVDA	Nvidia Corp Technology	Reduced	38,528	-11,620	$6,719,282	−28.2%	5.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,848	-10,116	$4,758,552	−37.5%	4.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,752	-3,277	$4,339,447	−25.3%	3.77%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,331	-1,613	$3,840,548	−28.5%	3.33%
ALL	Allstate Corp Financial Services	Reduced	15,333	-5,338	$3,179,144	−26.1%	2.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,675	-1,638	$2,782,142	−21.4%	2.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,888	-267	$1,863,129	−10.8%	1.62%
PLTR	Palantir Technologies Inc. Technology	Reduced	12,389	-381	$1,812,262	−20.2%	1.57%
META	Meta Platforms, Inc. Communication Services	Reduced	3,065	-1,460	$1,753,577	−41.3%	1.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,633	-208	$1,627,169	+2.5%	1.41%
AVGO	Broadcom Inc. Technology	Reduced	5,185	-2,169	$1,604,809	−36.9%	1.39%
COR	Cencora, Inc. Healthcare	Reduced	4,593	-724	$1,442,844	−19.7%	1.25%
GWW	W.W. Grainger, Inc. Industrials	Reduced	1,288	-178	$1,404,962	−5.0%	1.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,138	+828	$1,360,946	+19.5%	1.18%
INMD	InMode Ltd. Healthcare	Added	94,749	+23,054	$1,296,166	+23.1%	1.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,364	-2,024	$1,288,037	−6.7%	1.12%
MS	Morgan Stanley Financial Services	Reduced	7,647	-8,747	$1,258,466	−56.8%	1.09%
QQQ	Invesco Qqq Trust, Series 1	Added	2,146	+114	$1,238,628	−0.8%	1.07%
LIN	Linde PLC Basic Materials	Reduced	2,378	-145	$1,178,916	+9.6%	1.02%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	40,720	-1,528	$1,178,844	+24.8%	1.02%
ADI	Analog Devices Inc Technology	Reduced	3,700	-258	$1,177,117	+9.7%	1.02%
LLY	ELI LILLY & Co Healthcare	Reduced	1,145	-401	$1,053,135	−36.6%	0.91%
RY	Royal Bank Of Canada Financial Services	Added	6,467	+3,061	$1,046,231	+80.2%	0.91%
MPAA	Motorcar Parts Of America Inc Consumer Cyclical	Held	93,443	0	$1,033,479	−10.4%	0.90%
XOM	Exxon Mobil Corp Energy	Reduced	6,065	-1,916	$1,028,986	+7.1%	0.89%
ORCL	Oracle Corp Technology	Added	6,938	+2,260	$1,020,648	+11.9%	0.89%
AFL	Aflac Inc Financial Services	Reduced	9,269	-1,419	$1,016,901	−13.7%	0.88%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,184	-111	$1,001,651	−12.0%	0.87%
MA	Mastercard Inc Financial Services	Reduced	1,975	-811	$986,828	−38.0%	0.86%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,811	-934	$978,700	−20.5%	0.85%
CB	Chubb Ltd Financial Services	Reduced	2,965	-551	$966,381	−11.9%	0.84%
PSX	Phillips 66 Energy	Reduced	5,190	-314	$945,513	+33.1%	0.82%
CVX	Chevron Corp Energy	Reduced	4,459	-558	$922,566	+20.7%	0.80%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,699	-155	$838,821	−3.8%	0.73%
GD	General Dynamics Corp Industrials	Reduced	2,402	-211	$824,414	−6.3%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,920	-2,550	$785,723	−31.5%	0.68%
RTX	RTX Corp Industrials	Reduced	4,068	-254	$784,716	−1.0%	0.68%
JNJ	Johnson & Johnson Healthcare	Reduced	3,101	-1,049	$758,008	−11.7%	0.66%
SYK	Stryker Corp Healthcare	Reduced	2,139	-376	$702,854	−20.5%	0.61%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,486	+743	$688,300	+92.8%	0.60%
BLK	BlackRock, Inc. Financial Services	Reduced	706	-61	$678,966	−17.3%	0.59%
NFLX	Netflix Inc Communication Services	Reduced	6,836	-854	$657,281	−8.8%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	899	-149	$636,905	+6.1%	0.55%
TXN	Texas Instruments Inc Technology	Reduced	3,233	-353	$627,654	+0.9%	0.54%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	3,852	+126	$605,841	+0.4%	0.53%
EMR	Emerson Electric Co Industrials	Added	4,489	+64	$588,148	+0.1%	0.51%
BR	Broadridge Financial Solutions, Inc. Technology	Added	3,534	+90	$574,204	−25.3%	0.50%