🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Atmos Advisory, LLC 13F Filings, Portfolio & Analysis

CIK: 0001905162
Pittsburgh 1001 Liberty Ave Ste 500
Zip Code: 15222
Latest Portfolio Value
$191.34 M
+8.66%
Total Holdings
20
0
Latest Report Date
Q2 2026
Top 10 Concentration
90.00%

Atmos Advisory, LLC — Portfolio Overview & Company Profile

Atmos Advisory, LLC (CIK: 0001905162) is a financial institution headquartered at 1001 Liberty Ave Ste 500, , Pittsburgh, Pennsylvania 15222. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $191.34 M, comprising 20 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 90.0%. Quarterly turnover: 1.4%. ▲ 0 new, +14 added, −0 reduced, ×0 exited.

Portfolio Summary (Q2 2026)

Top Sells

Q2 2026

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+8.66%
$191.34 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
319,977 $22.8 M 11.92% ▲ 3,638 Add 1.2%
309,440 $22.72 M 11.87% ▲ 2,415 Add 0.8%
447,264 $22.62 M 11.82% ▲ 9,238 Add 2.1%
64,964 $22.34 M 11.68% ▲ 685 Add 1.1%
58,007 $17.58 M 9.19% ▲ 594 Add 1.0%
313,874 $15.77 M 8.24% ▲ 6,105 Add 2.0%
318,013 $15.4 M 8.05% ▲ 3,017 Add 1.0%
52,972 $11.54 M 6.03% ▲ 561 Add 1.1%
115,960 $11.18 M 5.84% ▲ 1,540 Add 1.4%
171,801 $10.25 M 5.36% ▲ 2,758 Add 1.6%

Historical Portfolio Charts