Liberty Atlantic Advisors LLC

CIK

2101909

Location

ALLEN, TX

Portfolio Value

Micro $3,190,758

Diversification

Diversified

Filing Date

Global Rank

#8,061 / 8,232 ▲ 65

Top Industry

Internet Content & Information 30.0%

3Y Alpha vs SPY

+4.6%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+11.0%

SPY

+9.1%

Annualised alpha

+7.1%

Max drawdown

−10.5%

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

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

Top Position

14.8%

−0.5 pts

Top 5

61.0%

+7.1 pts

Top 10

100.0%

+17.2 pts

HHI

1,079

Diversified+227

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$1,022,588	3
Technology	29.6%	$945,018	3
Communication Services	20.4%	$651,229	2
Industrials	9.5%	$301,590	1
Financial Services	8.5%	$270,333	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+189	525	$341,428
JPM	Jpmorgan Chase & Co	+26	919	$270,333
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,590	2,715	$473,496
AAPL	Apple Inc.	−1,638	1,028	$260,896
MSFT	Microsoft Corp	−693	569	$210,626
GOOGL	Alphabet Inc.	−614	1,246	$358,299
META	Meta Platforms, Inc.	−233	512	$292,930
QQQ	Invesco Qqq Trust, Series 1	−18	818	$472,133
LMT	Lockheed Martin Corp	−4	499	$301,590
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
IAU	Ishares Gold Trust	2,371	$209,027
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	2,449	$565,278
BRK-B	Berkshire Hathaway Inc	590	$296,563
AVGO	Broadcom Inc.	781	$270,304
TSM	Taiwan Semiconductor Manufacturing Co Ltd	707	$214,850
NOW	ServiceNow, Inc.	1,370	$209,870
ORCL	Oracle Corp	1,071	$208,748
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $3,190,758 total · as of Mar 31, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	2,715	-2,590	$473,496	−52.1%	14.84%
QQQ	Invesco Qqq Trust, Series 1	Reduced	818	-18	$472,133	−8.1%	14.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,246	-614	$358,299	−38.5%	11.23%
SPY	Spdr S&P 500 ETF Trust	Added	525	+189	$341,428	+49.0%	10.70%
LMT	Lockheed Martin Corp Industrials	Reduced	499	-4	$301,590	+24.0%	9.45%
META	Meta Platforms, Inc. Communication Services	Reduced	512	-233	$292,930	−40.4%	9.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	919	+26	$270,333	−6.1%	8.47%
AAPL	Apple Inc. Technology	Reduced	1,028	-1,638	$260,896	−64.0%	8.18%
MSFT	Microsoft Corp Technology	Reduced	569	-693	$210,626	−65.5%	6.60%
IAU	Ishares Gold Trust	NEW	2,371	NEW	$209,027	NEW	6.55%