Atlas Legacy Advisors, LLC
Top Portfolio Positions
100 positions ·
$114,980,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
48,795 | $12,383,682 | 10.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,082 | $9,808,427 | 8.53% | |
| MSFT |
Microsoft Corp
Technology
|
19,813 | $7,334,178 | 6.38% | |
| NVDA |
Nvidia Corp
Technology
|
38,528 | $6,719,282 | 5.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,848 | $4,758,552 | 4.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,752 | $4,339,447 | 3.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,331 | $3,840,548 | 3.34% | |
| ALL |
Allstate Corp
Financial Services
|
15,333 | $3,179,144 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,675 | $2,782,142 | 2.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,888 | $1,863,129 | 1.62% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MPAA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,479 | 93,443 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,153,086 | 93,443 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,519,860 | 91,890 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $854,784 | 76,320 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $725,040 | 76,320 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $580,032 | 76,320 | Shares | Sole | 2025-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||