Atlanta Consulting Group Advisors, LLC
Top Portfolio Positions
92 positions ·
$155,138,080 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARLP |
Alliance Resource Partners LP
Energy
|
1,180,092 | $32,629,543 | 21.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,965 | $13,226,904 | 8.53% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
106,051 | $9,526,561 | 6.14% | |
| MSFT |
Microsoft Corp
Technology
|
21,069 | $7,799,111 | 5.03% | |
| KO |
Coca Cola Co
Consumer Defensive
|
69,483 | $5,284,182 | 3.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,191 | $4,883,527 | 3.15% | |
| AAPL |
Apple Inc.
Technology
|
19,198 | $4,872,260 | 3.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,919 | $4,397,417 | 2.83% | |
| CVX |
Chevron Corp
Energy
|
20,366 | $4,213,725 | 2.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,029 | $2,940,368 | 1.90% |
Portfolio Trend
9 quarters · across all stocks
Holdings in ARLP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,629,543 | 1,180,092 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,975,605 | 1,161,240 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,367,759 | 1,161,240 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,341,743 | 1,160,740 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,664,987 | 1,160,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,489,564 | 1,159,740 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $29,143,500 | 1,165,740 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $23,567,331 | 1,175,428 | Shares | Sole | 2024-08-26 | |
| No 13F history on record for this holder in this stock. | ||||||