Atlanta Consulting Group Advisors, LLC
Top Portfolio Positions
91 positions ·
$150,254,553 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 | 21.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,965 | $13,226,904 | 8.80% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
106,051 | $9,526,561 | 6.34% | |
| MSFT |
Microsoft Corp
Technology
|
21,069 | $7,799,111 | 5.19% | |
| KO |
Coca Cola Co
Consumer Defensive
|
69,483 | $5,284,182 | 3.52% | |
| AAPL |
Apple Inc.
Technology
|
19,198 | $4,872,260 | 3.24% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,919 | $4,397,417 | 2.93% | |
| CVX |
Chevron Corp
Energy
|
20,366 | $4,213,725 | 2.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,029 | $2,940,368 | 1.96% | |
| V |
Visa Inc.
Financial Services
|
9,659 | $2,919,336 | 1.94% |
Portfolio Trend
Holdings in RVT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,654 | 42,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $691,189 | 42,931 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $705,606 | 43,745 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $658,362 | 43,745 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $622,928 | 43,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $691,171 | 43,745 | Shares | Sole | 2025-05-16 | |
| 2024-03-31 | $651,824 | 42,968 | Shares | Sole | 2024-08-26 | |
| No 13F history on record for this holder in this stock. | ||||||