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Atlas Legacy Advisors, LLC

13F filer · CIK 0002054111
Reported Jul 31, 2026
Net buyer this quarter
13F portfolio value$678MU.S. long equity reported on 13F
Positions12423 new · 8 closed
Net flow last quarter+$36.4MBuys minus sells
Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 31, 2026124 positions
AAPLApple Inc.$17.2M2.54%0.00%+25.3%Q4 2024
SPYSPDR S&P 500 ETF Trust$11.6M1.72%Not reported+3.4%Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$11.5M1.70%Not reported-0.1%Q4 2024
GOOGAlphabet Inc.$10.3M1.52%Not reported+31.2%Q4 2024
NVDANvidia Corp$10.2M1.51%0.00%+36.7%Q4 2024
MSFTMicrosoft Corp$9.68M1.43%0.00%+25.0%Q4 2024
AMZNAmazon Com Inc$7.17M1.06%0.00%+32.7%Q4 2024
EMXCEmax Holdings Corp$6.54M0.97%Not reported0.0%Q4 2024
JPMJPMorgan Chase & Co$5.94M0.88%0.00%+24.9%Q4 2024
TSLATesla, Inc.$4.98M0.73%0.00%+14.6%Q4 2024
ALLAllstate Corp$4.56M0.67%0.01%+30.8%Q4 2024
GOOGLAlphabet Inc.$4.41M0.65%0.00%+30.8%Q4 2024
AVGOBroadcom Inc.$2.77M0.41%0.00%+47.4%Q4 2024
FVDFirst Trust Value Line Dividend Fund$2.74M0.40%Not reported-0.5%Q4 2024
MSMorgan Stanley$2.67M0.39%0.00%+80.6%Q4 2024
METAMeta Platforms, Inc.$2.52M0.37%Not reported+42.5%Q4 2024
BRK.BBerkshire Hathaway Inc$2.51M0.37%Not reported+29.7%Q4 2024
BRK.ABerkshire Hathaway Inc$2.25M0.33%Not reportedNot reportedQ4 2024
GWWW.W. Grainger, Inc.$1.95M0.29%0.00%+14.7%Q4 2024
LLYELI LILLY & Co$1.82M0.27%0.00%+37.9%Q4 2024
COSTCostco Wholesale Corp$1.8M0.27%0.00%+17.4%Q4 2024
INMDInMode Ltd.$1.79M0.26%0.19%+29.6%Q4 2024
AMDAdvanced Micro Devices Inc$1.75M0.26%0.00%-24.6%Q4 2024
QQQInvesco QQQ Trust, Series 1$1.6M0.24%Not reported+1.1%Q4 2024
PLTRPalantir Technologies Inc.$1.59M0.24%0.00%+6.9%Q4 2024
ADIAnalog Devices Inc$1.58M0.23%0.00%+9.8%Q4 2024
CORCencora, Inc.$1.52M0.22%0.00%+13.4%Q4 2024
HDHome Depot, Inc.$1.52M0.22%0.00%+3.7%Q4 2024
MAMastercard Inc$1.5M0.22%0.00%+46.0%Q4 2024
MUMicron Technology Inc$1.48M0.22%0.00%+85.8%Q3 2025
MPAAMotorcar Parts of America Inc$1.43M0.21%0.49%Not reportedQ4 2024
WMTWalmart Inc.$1.43M0.21%0.00%+20.6%Q4 2024
LINLinde PLC$1.37M0.20%0.00%+13.0%Q4 2024
GSGoldman Sachs Group Inc$1.35M0.20%0.00%+13.3%Q4 2024
RYRoyal Bank of Canada$1.34M0.20%0.00%+0.5%Q4 2024
AFLAflac Inc$1.24M0.18%0.00%+15.0%Q4 2024
CBChubb Ltd$1.16M0.17%0.00%+17.3%Q4 2024
ORCLOracle Corp$1.15M0.17%0.00%+11.0%Q4 2024
XOMExxonMobil Holdings Corp$1.08M0.16%0.00%+32.0%Q4 2024
CATCaterpillar Inc$1.07M0.16%0.00%+21.9%Q2 2025
DBCInvesco DB Commodity Index Tracking Fund$1.07M0.16%0.07%-1.2%Q4 2024
UNHUnitedhealth Group Inc$1.07M0.16%0.00%+29.8%Q4 2024
JNJJohnson & Johnson$1.07M0.16%0.00%+40.6%Q4 2024
TXNTexas Instruments Inc$1.05M0.16%0.00%+13.9%Q4 2024
TJXTJX Companies Inc$1M0.15%0.00%+33.3%Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$968K0.14%0.00%+30.6%Q4 2024
CSCOCisco Systems, Inc.$950K0.14%0.00%+26.2%Q4 2024
PSXPhillips 66$932K0.14%0.00%+7.6%Q4 2024
GDGeneral Dynamics Corp$927K0.14%0.00%+8.8%Q4 2024
CVXChevron Corp$846K0.12%0.00%+14.6%Q4 2024
Q1 2026Reported May 11, 2026108 positions
AAPLApple Inc.$12.4M2.26%0.00%-20.6%Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$10.8M1.96%Not reported+2.9%Q4 2024
SPYSPDR S&P 500 ETF Trust$9.81M1.78%Not reported+58.3%Q4 2024
MSFTMicrosoft Corp$7.36M1.34%0.00%-19.0%Q4 2024
NVDANvidia Corp$6.77M1.23%0.00%-23.2%Q4 2024
GOOGAlphabet Inc.$6.53M1.19%Not reported-32.1%Q4 2024
EMXCEmax Holdings Corp$5.03M0.92%Not reported+2.0%Q4 2024
AMZNAmazon Com Inc$4.8M0.87%0.00%-30.7%Q4 2024
JPMJPMorgan Chase & Co$4.34M0.79%0.00%-18.2%Q4 2024
TSLATesla, Inc.$3.84M0.70%0.00%-13.5%Q4 2024
ALLAllstate Corp$3.18M0.58%0.01%-25.8%Q4 2024
GOOGLAlphabet Inc.$2.82M0.51%0.00%-14.5%Q4 2024
FVDFirst Trust Value Line Dividend Fund$2.69M0.49%Not reported-54.7%Q4 2024
BRK.ABerkshire Hathaway Inc$2.15M0.39%Not reportedNot reportedQ4 2024
BRK.BBerkshire Hathaway Inc$1.86M0.34%Not reported-6.4%Q4 2024
PLTRPalantir Technologies Inc.$1.81M0.33%0.00%-3.0%Q4 2024
METAMeta Platforms, Inc.$1.76M0.32%Not reported-32.3%Q4 2024
AVGOBroadcom Inc.$1.64M0.30%0.00%-29.5%Q4 2024
COSTCostco Wholesale Corp$1.63M0.30%0.00%-11.3%Q4 2024
CORCencora, Inc.$1.44M0.26%0.00%-13.6%Q4 2024
GWWW.W. Grainger, Inc.$1.41M0.26%0.00%-12.1%Q4 2024
HDHome Depot, Inc.$1.36M0.25%0.00%+25.0%Q4 2024
INMDInMode Ltd.$1.3M0.24%0.15%+32.2%Q4 2024
WMTWalmart Inc.$1.29M0.23%0.00%-16.3%Q4 2024
MSMorgan Stanley$1.26M0.23%0.00%-53.4%Q4 2024
QQQInvesco QQQ Trust, Series 1$1.24M0.23%Not reported+5.6%Q4 2024
LINLinde PLC$1.18M0.21%0.00%-5.8%Q4 2024
DBCInvesco DB Commodity Index Tracking Fund$1.18M0.21%0.07%-3.6%Q4 2024
ADIAnalog Devices Inc$1.18M0.21%0.00%-6.5%Q4 2024
LLYELI LILLY & Co$1.05M0.19%0.00%-25.9%Q4 2024
RYRoyal Bank of Canada$1.05M0.19%0.00%+89.9%Q4 2024
MPAAMotorcar Parts of America Inc$1.03M0.19%0.49%Not reportedQ4 2024
XOMExxonMobil Holdings Corp$1.03M0.19%0.00%-24.0%Q4 2024
ORCLOracle Corp$1.02M0.19%0.00%+48.3%Q4 2024
AFLAflac Inc$1.02M0.19%0.00%-13.3%Q4 2024
GSGoldman Sachs Group Inc$1M0.18%0.00%-8.6%Q4 2024
AMDAdvanced Micro Devices Inc$989K0.18%0.00%-16.3%Q4 2024
MAMastercard Inc$987K0.18%0.00%-29.1%Q4 2024
CBChubb Ltd$966K0.18%0.00%-15.7%Q4 2024
PSXPhillips 66$945K0.17%0.00%-5.7%Q4 2024
CVXChevron Corp$922K0.17%0.00%-11.1%Q4 2024
MCDMcdonalds Corp$839K0.15%0.00%-5.4%Q4 2024
GDGeneral Dynamics Corp$824K0.15%0.00%-8.1%Q4 2024
TJXTJX Companies Inc$786K0.14%0.00%-34.1%Q4 2024
RTXRTX Corp$784K0.14%0.00%-5.9%Q4 2024
JNJJohnson & Johnson$756K0.14%0.00%-25.3%Q4 2024
SYKStryker Corp$703K0.13%0.00%-15.0%Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust$688K0.13%Not reported+100.0%Q4 2024
BLKBlackRock, Inc.$679K0.12%0.00%-8.0%Q4 2024
NFLXNetflix Inc$657K0.12%0.00%-11.1%Q4 2024
Q4 2025Reported Jan 29, 2026103 positions
AAPLApple Inc.$16.4M2.87%0.00%+8.0%Q4 2024
MSFTMicrosoft Corp$11.7M2.04%0.00%+3.7%Q4 2024
GOOGAlphabet Inc.$10.5M1.84%Not reported+6.2%Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$10.2M1.78%Not reported+4.0%Q4 2024
NVDANvidia Corp$9.23M1.62%0.00%+3.2%Q4 2024
AMZNAmazon Com Inc$7.61M1.33%0.00%+17.5%Q4 2024
SPYSPDR S&P 500 ETF Trust$6.5M1.14%Not reported+7.2%Q4 2024
FVDFirst Trust Value Line Dividend Fund$5.82M1.02%Not reported+1.2%Q4 2024
JPMJPMorgan Chase & Co$5.74M1.00%0.00%-5.1%Q4 2024
TSLATesla, Inc.$5.32M0.93%0.00%+26.2%Q4 2024
EMXCEmax Holdings Corp$4.56M0.80%Not reported+3.5%Q4 2024
ALLAllstate Corp$4.23M0.74%0.01%-1.2%Q4 2024
GOOGLAlphabet Inc.$3.57M0.63%0.00%+2.2%Q4 2024
MSMorgan Stanley$2.95M0.52%0.00%-4.5%Q4 2024
METAMeta Platforms, Inc.$2.91M0.51%Not reported+4.3%Q4 2024
GESGuess Inc$2.62M0.46%0.30%0.0%Q4 2024
AVGOBroadcom Inc.$2.51M0.44%0.00%+4.3%Q4 2024
BRK.ABerkshire Hathaway Inc$2.26M0.40%Not reportedNot reportedQ4 2024
PLTRPalantir Technologies Inc.$2.26M0.40%0.00%-0.3%Q4 2024
BRK.BBerkshire Hathaway Inc$2.08M0.36%Not reported+12.0%Q4 2024
CORCencora, Inc.$1.8M0.32%0.00%+13.7%Q4 2024
LLYELI LILLY & Co$1.65M0.29%0.00%+5.4%Q4 2024
COSTCostco Wholesale Corp$1.62M0.28%0.00%+9.4%Q4 2024
MAMastercard Inc$1.56M0.27%0.00%+45.9%Q4 2024
GWWW.W. Grainger, Inc.$1.48M0.26%0.00%+9.8%Q4 2024
WMTWalmart Inc.$1.4M0.24%0.00%+14.4%Q4 2024
AMDAdvanced Micro Devices Inc$1.25M0.22%0.00%+0.2%Q4 2024
QQQInvesco QQQ Trust, Series 1$1.25M0.22%Not reported+7.4%Q4 2024
AFLAflac Inc$1.18M0.21%0.00%+11.8%Q4 2024
MPAAMotorcar Parts of America Inc$1.15M0.20%0.49%+1.7%Q4 2024
TJXTJX Companies Inc$1.15M0.20%0.00%+14.5%Q4 2024
GSGoldman Sachs Group Inc$1.15M0.20%0.00%-1.1%Q4 2024
HDHome Depot, Inc.$1.14M0.20%0.00%-9.8%Q4 2024
CBChubb Ltd$1.09M0.19%0.00%+24.5%Q4 2024
ADIAnalog Devices Inc$1.08M0.19%0.00%+18.1%Q4 2024
LINLinde PLC$1.08M0.19%0.00%+16.4%Q4 2024
INMDInMode Ltd.$1.05M0.18%0.11%Not reportedQ4 2024
XOMExxonMobil Holdings Corp$983K0.17%0.00%+7.9%Q4 2024
DBCInvesco DB Commodity Index Tracking Fund$945K0.17%0.07%+99.1%Q4 2024
ORCLOracle Corp$904K0.16%0.00%-5.5%Q4 2024
SYKStryker Corp$888K0.16%0.00%+14.2%Q4 2024
GDGeneral Dynamics Corp$885K0.15%0.00%+14.1%Q4 2024
JNJJohnson & Johnson$872K0.15%0.00%+1.2%Q4 2024
MCDMcdonalds Corp$872K0.15%0.00%+2.3%Q4 2024
BLKBlackRock, Inc.$824K0.14%0.00%+17.8%Q4 2024
RTXRTX Corp$798K0.14%0.00%+13.4%Q4 2024
CVXChevron Corp$774K0.14%0.00%-15.4%Q4 2024
BRBroadridge Financial Solutions, Inc.$769K0.13%0.00%+11.9%Q4 2024
SPGIS&P Global Inc.$758K0.13%0.00%+31.5%Q4 2024
PSXPhillips 66$714K0.13%0.00%+5.9%Q4 2024
Q3 2025Reported Oct 30, 2025120 positions
AAPLApple Inc.$14.5M2.79%0.00%+37.7%Q4 2024
MSFTMicrosoft Corp$12.2M2.36%0.00%+34.3%Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$9.59M1.85%Not reported-7.0%Q4 2024
NVDANvidia Corp$9.06M1.75%0.00%+52.8%Q4 2024
GOOGAlphabet Inc.$7.66M1.48%Not reported+51.7%Q4 2024
AMZNAmazon Com Inc$6.16M1.19%0.00%+56.3%Q4 2024
JPMJPMorgan Chase & Co$5.99M1.16%0.00%+26.8%Q4 2024
SPYSPDR S&P 500 ETF Trust$5.92M1.14%Not reported+2.8%Q4 2024
FVDFirst Trust Value Line Dividend Fund$5.77M1.11%Not reported-9.4%Q4 2024
ALLAllstate Corp$4.49M0.87%0.01%+29.0%Q4 2024
TSLATesla, Inc.$4.21M0.81%0.00%+19.9%Q4 2024
EMXCEmax Holdings Corp$4.09M0.79%Not reported-7.6%Q4 2024
METAMeta Platforms, Inc.$3.19M0.61%Not reported+61.3%Q4 2024
MSMorgan Stanley$2.73M0.53%0.00%+83.0%Q4 2024
GOOGLAlphabet Inc.$2.69M0.52%0.00%+50.1%Q4 2024
GESGuess Inc$2.61M0.50%0.30%+0.2%Q4 2024
PLTRPalantir Technologies Inc.$2.34M0.45%0.00%-25.5%Q4 2024
AVGOBroadcom Inc.$2.33M0.45%0.00%+76.2%Q4 2024
BRK.ABerkshire Hathaway Inc$2.26M0.44%Not reportedNot reportedQ4 2024
BRK.BBerkshire Hathaway Inc$1.87M0.36%Not reported+15.5%Q4 2024
COSTCostco Wholesale Corp$1.56M0.30%0.00%+7.5%Q4 2024
MPAAMotorcar Parts of America Inc$1.52M0.29%0.47%+20.4%Q4 2024
HDHome Depot, Inc.$1.49M0.29%0.00%+20.5%Q4 2024
CORCencora, Inc.$1.46M0.28%0.00%+11.2%Q4 2024
ORCLOracle Corp$1.39M0.27%0.00%+26.0%Q4 2024
GWWW.W. Grainger, Inc.$1.27M0.25%0.00%+15.5%Q4 2024
QQQInvesco QQQ Trust, Series 1$1.14M0.22%Not reported-0.5%Q4 2024
LLYELI LILLY & Co$1.12M0.22%0.00%+94.6%Q4 2024
WMTWalmart Inc.$1.12M0.22%0.00%+24.4%Q4 2024
MAMastercard Inc$1.09M0.21%0.00%+26.1%Q4 2024
AFLAflac Inc$1.07M0.21%0.00%+14.6%Q4 2024
INMDInMode Ltd.$1.07M0.21%0.10%Not reportedQ4 2024
GSGoldman Sachs Group Inc$1.04M0.20%0.00%+19.3%Q4 2024
LINLinde PLC$1.03M0.20%0.00%+1.8%Q4 2024
NFLXNetflix Inc$975K0.19%0.00%+41.9%Q4 2024
TJXTJX Companies Inc$943K0.18%0.00%+74.3%Q4 2024
AMDAdvanced Micro Devices Inc$927K0.18%0.00%+24.6%Q4 2024
CVXChevron Corp$921K0.18%0.00%+29.8%Q4 2024
MCDMcdonalds Corp$848K0.16%0.00%+9.5%Q4 2024
XOMExxonMobil Holdings Corp$834K0.16%0.00%+53.6%Q4 2024
ADIAnalog Devices Inc$823K0.16%0.00%+4.0%Q4 2024
SYKStryker Corp$814K0.16%0.00%+7.9%Q4 2024
CBChubb Ltd$797K0.15%0.00%-13.2%Q4 2024
GDGeneral Dynamics Corp$781K0.15%0.00%+8.9%Q4 2024
JNJJohnson & Johnson$760K0.15%0.00%+50.0%Q4 2024
BLKBlackRock, Inc.$759K0.15%0.00%+7.4%Q4 2024
BRBroadridge Financial Solutions, Inc.$733K0.14%0.00%+0.4%Q4 2024
UNHUnitedhealth Group Inc$723K0.14%0.00%+82.5%Q4 2024
PSXPhillips 66$707K0.14%0.00%+11.7%Q4 2024
VVisa Inc.$694K0.13%0.00%+57.1%Q4 2024
Premium opens every quarter this fund has filed

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