Atalanta Sosnoff Capital, LLC

13F filer · CIK 0000700529

Reported Aug 12, 2026

13F portfolio value$5.68BU.S. long equity reported on 13F

Positions104Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight47.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026104 positions
NVDANvidia Corp	$465M	8.19%	0.01%	+7.6%	Q1 2017
GOOGLAlphabet Inc.	$425M	7.49%	0.01%	+9.6%	Q4 2015
AAPLApple Inc.	$425M	7.48%	0.01%	+2.3%	Q2 2013
AMZNAmazon Com Inc	$265M	4.66%	0.01%	+22.5%	Q2 2013
AVGOBroadcom Inc.	$201M	3.54%	0.01%	-7.0%	Q1 2020
MUMicron Technology Inc	$194M	3.42%	0.01%	-0.2%	Q2 2014
CATCaterpillar Inc	$187M	3.30%	0.04%	+23.7%	Q3 2016
MSFTMicrosoft Corp	$187M	3.29%	0.01%	-12.2%	Q2 2013
GSGoldman Sachs Group Inc	$184M	3.25%	0.06%	+31.3%	Q2 2013
JPMJPMorgan Chase & Co	$172M	3.03%	0.02%	+1.0%	Q2 2013
GEVGE Vernova Inc.	$153M	2.69%	0.05%	+36.8%	Q3 2024
AMATApplied Materials Inc	$145M	2.54%	0.03%	-6.7%	Q1 2026
GEGeneral Electric Co	$125M	2.20%	0.03%	+41.8%	Q3 2021
DALDelta Air Lines, Inc.	$122M	2.15%	0.20%	+39.1%	Q1 2014
UNHUnitedhealth Group Inc	$122M	2.15%	0.03%	+183.1%	Q4 2014
CSCOCisco Systems, Inc.	$118M	2.09%	0.03%	+35.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$114M	2.01%	0.01%	Not reported	Q3 2020
COSTCostco Wholesale Corp	$113M	2.00%	0.03%	+21.2%	Q4 2013
TTWOTake Two Interactive Software Inc	$104M	1.83%	0.22%	+4.0%	Q1 2025
LRCXLam Research Corp	$97.2M	1.71%	0.02%	0.0%	Q4 2022
BACBank of America Corp	$95.9M	1.69%	0.02%	+14.5%	Q2 2013
LLYELI LILLY & Co	$93.5M	1.65%	0.01%	-40.7%	Q3 2016
MCKMckesson Corp	$91.4M	1.61%	0.10%	-3.2%	Q4 2013
WMTWalmart Inc.	$89.7M	1.58%	0.01%	-1.2%	Q2 2013
MSMorgan Stanley	$87.5M	1.54%	0.03%	+14.0%	Q2 2014
TSLATesla, Inc.	$85.9M	1.51%	0.01%	+2.2%	Q1 2021
RTXRTX Corp	$83.5M	1.47%	0.03%	-39.6%	Q4 2022
MRKMerck & Co., Inc.	$82.5M	1.45%	0.03%	+112.5%	Q4 2013
ANETArista Networks, Inc.	$80.2M	1.41%	0.04%	+51.0%	Q2 2025
ORCLOracle Corp	$76.2M	1.34%	0.02%	+782.2%	Q2 2013
AXPAmerican Express Co	$69.9M	1.23%	0.03%	+3.3%	Q2 2013
ADIAnalog Devices Inc	$66.2M	1.17%	0.03%	+10.4%	Q2 2017
SCHWSchwab Charles Corp	$63.6M	1.12%	0.04%	-45.7%	Q2 2013
METAMeta Platforms, Inc.	$58.9M	1.04%	Not reported	-29.4%	Q1 2014
XOMExxonMobil Holdings Corp	$54.5M	0.96%	0.01%	-36.1%	Q4 2015
MCDMcdonalds Corp	$53.4M	0.94%	0.03%	-29.0%	Q2 2013
TJXTJX Companies Inc	$52.7M	0.93%	0.03%	+61.6%	Q2 2013
PCARPaccar Inc	$48.3M	0.85%	0.08%	+2.9%	Q1 2026
FCXFreeport-Mcmoran Inc	$45.9M	0.81%	0.05%	-2.3%	Q2 2014
RCLRoyal Caribbean Cruises Ltd	$42.3M	0.75%	0.05%	-46.7%	Q2 2015
NOWServiceNow, Inc.	$41M	0.72%	0.04%	-6.3%	Q1 2016
LITELumentum Holdings Inc.	$28.6M	0.50%	0.04%	New	Q2 2026
VRTVertiv Holdings Co	$27.2M	0.48%	0.02%	Not reported	Q3 2024
WDCWestern Digital Corp	$25.5M	0.45%	0.01%	New	Q2 2026
SPCXSpace Exploration Technologies Corp	$23.2M	0.41%	Not reported	New	Q2 2026
KOCoca Cola Co	$21.2M	0.37%	0.01%	+18.9%	Q2 2016
DKSDick'S Sporting Goods, Inc.	$19.7M	0.35%	0.09%	+2.6%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$19.1M	0.34%	Not reported	-65.9%	Q2 2013
FDXFedex Corp	$16.4M	0.29%	0.02%	Not reported	Q1 2016
IBMInternational Business Machines Corp	$14.2M	0.25%	0.01%	-32.4%	Q2 2013

Q1 2026Reported May 15, 202696 positions
NVDANvidia Corp	$377M	8.10%	0.01%	-9.1%	Q1 2017
AAPLApple Inc.	$364M	7.82%	0.01%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$312M	6.71%	0.01%	-17.7%	Q4 2015
MSFTMicrosoft Corp	$211M	4.54%	0.01%	-25.1%	Q2 2013
AMZNAmazon Com Inc	$189M	4.05%	0.01%	-20.9%	Q2 2013
AVGOBroadcom Inc.	$177M	3.80%	0.01%	+1.9%	Q1 2020
JPMJPMorgan Chase & Co	$153M	3.29%	0.02%	-21.3%	Q2 2013
RTXRTX Corp	$141M	3.02%	0.05%	+0.1%	Q4 2022
LLYELI LILLY & Co	$121M	2.60%	0.01%	-0.3%	Q3 2016
SCHWSchwab Charles Corp	$119M	2.56%	0.07%	-3.0%	Q2 2013
GSGoldman Sachs Group Inc	$117M	2.52%	0.05%	-0.1%	Q2 2013
MCKMckesson Corp	$108M	2.32%	0.10%	-0.5%	Q4 2013
XOMExxonMobil Holdings Corp	$106M	2.27%	0.02%	+84.2%	Q4 2015
CATCaterpillar Inc	$101M	2.16%	0.03%	+9.0%	Q3 2016
COSTCostco Wholesale Corp	$99.8M	2.14%	0.02%	+32.3%	Q4 2013
WMTWalmart Inc.	$99.6M	2.14%	0.01%	0.0%	Q2 2013
CBRECbre Group, Inc.	$88.7M	1.90%	0.22%	-15.1%	Q1 2025
MCDMcdonalds Corp	$86.4M	1.86%	0.04%	+42.6%	Q2 2013
METAMeta Platforms, Inc.	$84.7M	1.82%	Not reported	-50.4%	Q1 2014
GEVGE Vernova Inc.	$82.9M	1.78%	0.04%	Not reported	Q3 2024
TTWOTake Two Interactive Software Inc	$78.9M	1.69%	0.22%	+39.2%	Q1 2025
TSLATesla, Inc.	$74.3M	1.60%	0.01%	-6.7%	Q1 2021
AMATApplied Materials Inc	$73.2M	1.57%	0.03%	New	Q1 2026
BACBank of America Corp	$71.7M	1.54%	0.02%	-10.7%	Q2 2013
RCLRoyal Caribbean Cruises Ltd	$68.8M	1.48%	0.09%	-3.0%	Q2 2015
GEGeneral Electric Co	$67M	1.44%	0.02%	-40.6%	Q3 2021
DALDelta Air Lines, Inc.	$62.4M	1.34%	0.14%	Not reported	Q1 2014
ABBVAbbVie Inc.	$60.5M	1.30%	0.02%	-43.9%	Q2 2013
AXPAmerican Express Co	$60.5M	1.30%	0.03%	-3.3%	Q2 2013
MSMorgan Stanley	$60.4M	1.30%	0.02%	+16.6%	Q2 2014
CSCOCisco Systems, Inc.	$57.9M	1.24%	0.02%	+500.6%	Q2 2013
MUMicron Technology Inc	$56.9M	1.22%	0.01%	-48.1%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$48.8M	1.05%	Not reported	+75.0%	Q2 2013
ADIAnalog Devices Inc	$48.1M	1.03%	0.03%	Not reported	Q2 2017
LRCXLam Research Corp	$47.9M	1.03%	0.02%	-48.5%	Q4 2022
NOWServiceNow, Inc.	$46.1M	0.99%	0.04%	+19692.1%	Q1 2016
PCARPaccar Inc	$45.1M	0.97%	0.07%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$43.9M	0.94%	0.05%	Not reported	Q2 2014
PLTRPalantir Technologies Inc.	$43.8M	0.94%	0.01%	+100.3%	Q2 2025
ANETArista Networks, Inc.	$38.4M	0.82%	0.02%	+24.8%	Q2 2025
MRKMerck & Co., Inc.	$36.3M	0.78%	0.01%	+138.0%	Q4 2013
TJXTJX Companies Inc	$34.4M	0.74%	0.02%	+144.5%	Q2 2013
UNHUnitedhealth Group Inc	$28M	0.60%	0.01%	+9.0%	Q4 2014
APHAmphenol Corp	$27.8M	0.60%	0.02%	New	Q1 2026
BSXBoston Scientific Corp	$25.3M	0.54%	0.03%	-38.2%	Q1 2015
SNOWSnowflake Inc.	$24.9M	0.54%	0.05%	+10813.6%	Q1 2025
CVXChevron Corp	$18.6M	0.40%	0.00%	+56.1%	Q2 2013
IBMInternational Business Machines Corp	$18.1M	0.39%	0.01%	-30.4%	Q2 2013
DKSDick'S Sporting Goods, Inc.	$16.8M	0.36%	0.09%	+2.3%	Q2 2022
KOCoca Cola Co	$16.7M	0.36%	0.01%	-4.7%	Q2 2016

Q4 2025Reported Feb 13, 202698 positions
NVDANvidia Corp	$443M	8.64%	0.01%	-2.7%	Q1 2017
GOOGLAlphabet Inc.	$413M	8.05%	0.01%	+21.9%	Q4 2015
AAPLApple Inc.	$393M	7.66%	0.01%	+2.8%	Q2 2013
MSFTMicrosoft Corp	$368M	7.18%	0.01%	-2.0%	Q2 2013
AMZNAmazon Com Inc	$264M	5.16%	0.01%	-1.3%	Q2 2013
JPMJPMorgan Chase & Co	$213M	4.16%	0.02%	-1.5%	Q2 2013
METAMeta Platforms, Inc.	$197M	3.84%	Not reported	-13.1%	Q1 2014
AVGOBroadcom Inc.	$194M	3.79%	0.01%	-3.6%	Q1 2020
LLYELI LILLY & Co	$142M	2.76%	0.01%	-1.1%	Q3 2016
RTXRTX Corp	$134M	2.61%	0.05%	-1.6%	Q4 2022
SCHWSchwab Charles Corp	$131M	2.55%	0.07%	-3.8%	Q2 2013
CBRECbre Group, Inc.	$124M	2.42%	0.26%	-1.5%	Q1 2025
GEGeneral Electric Co	$122M	2.39%	0.04%	+0.2%	Q3 2021
GSGoldman Sachs Group Inc	$122M	2.38%	0.05%	-5.7%	Q2 2013
ABBVAbbVie Inc.	$113M	2.21%	0.03%	-1.0%	Q2 2013
MCKMckesson Corp	$103M	2.01%	0.10%	-1.5%	Q4 2013
TSLATesla, Inc.	$96.3M	1.88%	0.01%	+30.3%	Q1 2021
MUMicron Technology Inc	$92.7M	1.81%	0.03%	-1.2%	Q2 2014
BACBank of America Corp	$90.5M	1.77%	0.02%	+68.8%	Q2 2013
WMTWalmart Inc.	$89.3M	1.74%	0.01%	-1.5%	Q2 2013
CEGConstellation Energy Corp	$77.8M	1.52%	0.07%	-22.5%	Q3 2024
AXPAmerican Express Co	$76.5M	1.49%	0.03%	+42.3%	Q2 2013
CATCaterpillar Inc	$74.7M	1.46%	0.03%	Not reported	Q3 2016
LRCXLam Research Corp	$74.5M	1.45%	0.03%	0.0%	Q4 2022
TTWOTake Two Interactive Software Inc	$73.5M	1.43%	0.16%	-26.3%	Q1 2025
RCLRoyal Caribbean Cruises Ltd	$71.9M	1.40%	0.09%	+36.6%	Q2 2015
COSTCostco Wholesale Corp	$65.3M	1.27%	0.02%	-5.5%	Q4 2013
BSXBoston Scientific Corp	$62.2M	1.21%	0.04%	-6.3%	Q1 2015
MCDMcdonalds Corp	$59.6M	1.16%	0.03%	+60.3%	Q2 2013
MSMorgan Stanley	$55.9M	1.09%	0.02%	+1768.8%	Q2 2014
PANWPalo Alto Networks Inc	$52.6M	1.03%	0.04%	-1.2%	Q1 2016
EQTEQT Corp	$43.9M	0.86%	0.13%	+78.2%	Q1 2025
XOMExxonMobil Holdings Corp	$40.8M	0.80%	0.01%	-6.9%	Q4 2015
TMUST-Mobile US, Inc.	$37.2M	0.72%	0.02%	-1.5%	Q4 2014
CRMSalesforce, Inc.	$35.3M	0.69%	0.01%	+132.2%	Q2 2013
ANETArista Networks, Inc.	$32.8M	0.64%	0.02%	+4349.2%	Q2 2025
URIUnited Rentals, Inc.	$32M	0.62%	0.06%	-16.7%	Q2 2015
IBMInternational Business Machines Corp	$31.8M	0.62%	0.01%	+9.2%	Q2 2013
UNHUnitedhealth Group Inc	$31.4M	0.61%	0.01%	-11.9%	Q4 2014
SPOTSpotify Technology S.A.	$30.3M	0.59%	0.03%	-42.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$29.3M	0.57%	Not reported	+100.7%	Q2 2013
PLTRPalantir Technologies Inc.	$26.6M	0.52%	0.01%	-3.2%	Q2 2025
DKSDick'S Sporting Goods, Inc.	$16.4M	0.32%	0.09%	+51.9%	Q2 2022
KOCoca Cola Co	$16.1M	0.31%	0.01%	+18.8%	Q2 2016
TJXTJX Companies Inc	$13.5M	0.26%	0.01%	+16.6%	Q2 2013
MRKMerck & Co., Inc.	$13.4M	0.26%	0.01%	Not reported	Q4 2013
QQQInvesco QQQ Trust, Series 1	$13M	0.25%	Not reported	+23.5%	Q4 2022
ETNEaton Corp plc	$12.2M	0.24%	0.01%	+0.4%	Q2 2013
CSCOCisco Systems, Inc.	$9.57M	0.19%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$8.76M	0.17%	0.00%	+2978.2%	Q2 2013

Q3 2025Reported Nov 14, 202595 positions
NVDANvidia Corp	$456M	8.74%	0.01%	-2.8%	Q1 2017
MSFTMicrosoft Corp	$403M	7.71%	0.01%	+1.1%	Q2 2013
AAPLApple Inc.	$358M	6.86%	0.01%	+6.3%	Q2 2013
GOOGLAlphabet Inc.	$263M	5.04%	0.01%	+7.2%	Q4 2015
AMZNAmazon Com Inc	$255M	4.88%	0.01%	-1.7%	Q2 2013
METAMeta Platforms, Inc.	$252M	4.83%	Not reported	-3.8%	Q1 2014
JPMJPMorgan Chase & Co	$212M	4.06%	0.02%	-1.7%	Q2 2013
AVGOBroadcom Inc.	$192M	3.68%	0.01%	-13.9%	Q1 2020
SCHWSchwab Charles Corp	$130M	2.49%	0.08%	+2.2%	Q2 2013
RTXRTX Corp	$124M	2.38%	0.06%	-1.7%	Q4 2022
CBRECbre Group, Inc.	$123M	2.36%	0.26%	+59.5%	Q1 2025
GEGeneral Electric Co	$119M	2.29%	0.04%	-1.4%	Q3 2021
GSGoldman Sachs Group Inc	$117M	2.25%	0.05%	-2.3%	Q2 2013
ABBVAbbVie Inc.	$116M	2.23%	0.03%	-2.0%	Q2 2013
NFLXNetflix Inc	$111M	2.12%	0.02%	-27.1%	Q3 2015
LLYELI LILLY & Co	$102M	1.95%	0.01%	-2.1%	Q3 2016
TTWOTake Two Interactive Software Inc	$101M	1.93%	0.21%	-1.4%	Q1 2025
MCKMckesson Corp	$98.5M	1.89%	0.10%	-2.1%	Q4 2013
CEGConstellation Energy Corp	$93.5M	1.79%	0.09%	+0.7%	Q3 2024
WMTWalmart Inc.	$83.8M	1.61%	0.01%	-1.5%	Q2 2013
ORCLOracle Corp	$77.8M	1.49%	0.01%	+1.6%	Q2 2013
COSTCostco Wholesale Corp	$74.1M	1.42%	0.02%	-2.2%	Q4 2013
TSLATesla, Inc.	$73.1M	1.40%	0.00%	+34.8%	Q1 2021
BXBlackstone Inc.	$70.7M	1.35%	0.06%	+44.8%	Q2 2025
BSXBoston Scientific Corp	$67.9M	1.30%	0.05%	-2.7%	Q1 2015
SPOTSpotify Technology S.A.	$62.9M	1.21%	0.04%	-2.8%	Q1 2025
HDHome Depot, Inc.	$62M	1.19%	0.02%	-1.1%	Q2 2013
RCLRoyal Caribbean Cruises Ltd	$61.1M	1.17%	0.07%	-1.7%	Q2 2015
PANWPalo Alto Networks Inc	$58.9M	1.13%	0.04%	-1.2%	Q1 2016
LRCXLam Research Corp	$58.3M	1.12%	0.03%	-35.3%	Q4 2022
BABoeing Co	$57.9M	1.11%	0.04%	-1.1%	Q2 2013
DHIHorton D R Inc	$57.4M	1.10%	0.12%	Not reported	Q2 2014
MUMicron Technology Inc	$55M	1.05%	0.03%	-13.6%	Q2 2014
BACBank of America Corp	$50.3M	0.96%	0.01%	+8025.9%	Q2 2013
AXPAmerican Express Co	$48.3M	0.92%	0.02%	-1.4%	Q2 2013
URIUnited Rentals, Inc.	$45.3M	0.87%	0.07%	+269.8%	Q2 2015
TMUST-Mobile US, Inc.	$44.5M	0.85%	0.02%	-3.7%	Q4 2014
XOMExxonMobil Holdings Corp	$41M	0.79%	0.01%	-41.3%	Q4 2015
UNHUnitedhealth Group Inc	$37.3M	0.71%	0.01%	+13969.8%	Q4 2014
MCDMcdonalds Corp	$36.9M	0.71%	0.02%	-2.2%	Q2 2013
NKENIKE, Inc.	$33.2M	0.64%	0.03%	Not reported	Q4 2013
AMDAdvanced Micro Devices Inc	$28.9M	0.55%	0.01%	-9.5%	Q3 2020
PLTRPalantir Technologies Inc.	$28.2M	0.54%	0.01%	+5432.8%	Q2 2025
NOWServiceNow, Inc.	$27.9M	0.53%	0.01%	-51.5%	Q1 2016
IBMInternational Business Machines Corp	$27.8M	0.53%	0.01%	+20.8%	Q2 2013
EQTEQT Corp	$25M	0.48%	0.07%	-43.8%	Q1 2025
SNOWSnowflake Inc.	$24.5M	0.47%	0.03%	-54.1%	Q1 2025
TAt&T Inc.	$20.5M	0.39%	0.01%	-1.8%	Q2 2013
ETNEaton Corp plc	$14.3M	0.27%	0.01%	+9.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$14.2M	0.27%	Not reported	-2.9%	Q2 2013

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