Arkolith/Funds/Atalanta Sosnoff Capital, LLC

Atalanta Sosnoff Capital, LLC

CIK 700529
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Atalanta Sosnoff Capital, LLC holds a focused book of 112 reported positions worth $5.7B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Advanced Micro Devices and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2013 would be +444% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
14
bought for the first time
+11 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
34
already held, bought more
+31 more · largest first
Sold out
7
exited the position entirely
+4 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+443.6%
+14.0%/yr · since Oct '13
Their reported book
+349.5%
held from quarter-end
S&P 500
+459.2%
same window
$10K$22K$33K$45K$57KOct '13Apr '16Dec '18Jul '21Mar '24Sep '26
Atalanta Sosnoff Capital, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 94.1 points over this window.

Growth of $10,000 cloning Atalanta Sosnoff Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

99% mapped to company sectors

Information Technology
50%
Industrials
16%
Consumer Discretionary
13%
Financials
12%
Health Care
5%
Energy
1%
Materials
1%
ETFs / funds
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Atalanta Sosnoff Capital, LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management10 / 80$162.3M
Prospect Hill Management, LLC10 / 80$245.9M
Draper Asset Management, LLC11 / 80$180.8M
Hoey Investments, Inc63 / 80$688.4M
Outlook Capital Management, LLC19 / 80$273.4M
9823 Capital, L.P.10 / 80$127.0M
Integrated Financial Solutions, Inc.20 / 80$157.1M
bLong Financial, LLC39 / 80$129.3M

Ranked by the share of each fund's own book sitting in the names it shares with Atalanta Sosnoff Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

112 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$465.4M2.33M
8.2%
+7.6%
Added · +164K sh
2Alphabet Inc
CAP STK CL A
$425.3M1.19M
7.5%
+9.6%
Added · +104K sh
3Apple Inc
COM
$425.0M1.47M
7.5%
+2.3%
Added · +34K sh
4Amazon Com Inc
COM
$264.7M1.11M
4.7%
+23%
Added · +204K sh
5Broadcom Inc
COM
$201.1M532.3K
3.5%
−7.0%
Reduced · −40K sh
6Micron Technology Inc
COM
$194.1M168.1K
3.4%
−0.2%
Reduced · −303 sh
7Caterpillar Inc
COM
$187.4M176.0K
3.3%
+24%
Added · +34K sh
8Microsoft Corp
COM
$186.8M500.8K
3.3%
−12%
Reduced · −70K sh
9Goldman Sachs Group Inc
COM
$184.4M182.3K
3.2%
+31%
Added · +43K sh
10JPMorgan Chase & Co
COM
$172.2M525.9K
3.0%
+1.0%
Added · +5K sh
11Ge Vernova Inc
COM
$152.5M129.8K
2.7%
+37%
Added · +35K sh
12Applied Matls Inc
COM
$144.5M199.9K
2.5%
−6.7%
Reduced · −14K sh
13Ge Aerospace
COM NEW
$125.1M334.6K
2.2%
+42%
Added · +99K sh
14Delta Air Lines Inc
COM NEW
$122.3M1.31M
2.2%
+39%
Added · +367K sh
15Unitedhealth Group Inc
COM
$121.9M293.4K
2.1%
+183%
Added · +190K sh
16Cisco Sys Inc
COM
$118.4M1.01M
2.1%
+35%
Added · +262K sh
17Advanced Micro Devices Inc
COM
$113.9M196.1K
2.0%
New
New position
18Costco Wholesale Corporation
COM
$113.5M121.3K
2.0%
+21%
Added · +21K sh
19Take-Two Interactive Softwar
COM
$103.8M415.1K
1.8%
+4.0%
Added · +16K sh
20Lam Research Corp
COM NEW
$97.2M224.3K
1.7%
~0%
Added · +64 sh
21Bank Of Amer Corp
COM
$95.9M1.68M
1.7%
+14%
Added · +213K sh
22Eli Lilly & Co
COM
$93.5M78.0K
1.6%
−41%
Reduced · −54K sh
23McKesson Corp
COM
$91.4M121.0K
1.6%
−3.1%
Reduced · −4K sh
24Walmart Inc
COM
$89.7M792.0K
1.6%
−1.2%
Reduced · −10K sh
25Morgan Stanley
COM NEW
$87.5M418.5K
1.5%
+14%
Added · +51K sh
26Tesla Inc
COM
$85.9M204.2K
1.5%
+2.2%
Added · +4K sh
27RTX Corporation
COM
$83.5M440.3K
1.5%
−40%
Reduced · −289K sh
28Merck & Co Inc
COM
$82.5M642.1K
1.5%
+113%
Added · +340K sh
29Arista Networks Inc
COM SHS
$80.2M472.3K
1.4%
+51%
Added · +159K sh
30Oracle Corp
COM
$76.2M519.7K
1.3%
+782%
Added · +461K sh
31American Express Co
COM
$69.9M206.6K
1.2%
+3.3%
Added · +7K sh
32Analog Devices Inc
COM
$66.2M166.8K
1.2%
+10%
Added · +16K sh
33Schwab Charles Corp
COM
$63.6M689.4K
1.1%
−46%
Reduced · −581K sh
34Meta Platforms Inc
CL A
$58.9M104.5K
1.0%
−29%
Reduced · −43K sh
35Exxon Mobil Corp
COM
$54.5M398.7K
1.0%
−36%
Reduced · −225K sh
36McDonalds Corp
COM
$53.4M197.4K
0.9%
−29%
Reduced · −80K sh
37TJX Cos Inc New
COM
$52.7M348.0K
0.9%
+62%
Added · +133K sh
38Paccar Inc
COM
$48.3M402.0K
0.9%
+2.9%
Added · +11K sh
39Freeport McMoran Inc
CL B
$45.9M729.4K
0.8%
−2.3%
Reduced · −17K sh
40Royal Caribbean Group
COM
$42.3M133.3K
0.7%
−47%
Reduced · −117K sh
41Servicenow Inc
COM
$41.0M412.8K
0.7%
−6.3%
Reduced · −28K sh
42Lumentum Hldgs Inc
COM
$28.6M33.3K
0.5%
New
New position
43Vertiv Holdings Co
COM CL A
$27.2M81.3K
0.5%
New
New position
44Western Digital Corp
COM
$25.5M39.9K
0.4%
New
New position
45Space Exploration Techn Corp
CLASS A COM STK
$23.2M135.9K
0.4%
Listed
Newly reportable
46Coca Cola Co
COM
$21.2M260.5K
0.4%
+19%
Added · +41K sh
47Dicks Sporting Goods Inc
COM
$19.7M86.9K
0.3%
+2.5%
Added · +2K sh
48State STR SPDR S&P 500 ETF T
TR UNIT
$19.1M25.6K
0.3%
−66%
Reduced · −49K sh
49Fedex Corp
COM
$16.4M52.4K
0.3%
New
New position
50International Business Machs
COM
$14.2M50.5K
0.3%
−32%
Reduced · −24K sh
Showing 50 of 112 positions
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Filing history

As-of date vs the date the SEC received each filing

$5.7B · Q2 2026Q4 2020 · $3.9BQ2 2026 · $5.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d164$5.7B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d152$4.7B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d148$5.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d155$5.2B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d154$4.9B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d151$4.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d150$4.6B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d165$4.7B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d145$4.4B13F-HR
Q1 2024Mar 31, 2024May 14, 202444d162$4.3B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d151$3.9B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d152$3.4B13F-HR
Q2 2023Jun 30, 2023Aug 7, 202338d162$3.7B13F-HR
Q1 2023Mar 31, 2023May 11, 202341d168$3.4B13F-HR
Q4 2022Dec 31, 2022May 22, 2023142d163$3.2B13F-HR/A
Q3 2022Sep 30, 2022Oct 12, 202212d139$3.2B13F-HR
Q2 2022Jun 30, 2022Jul 14, 202214d144$3.3B13F-HR
Q1 2022Mar 31, 2022Apr 11, 202211d164$4.3B13F-HR
Q4 2021Dec 31, 2021Jan 25, 202225d166$4.6B13F-HR
Q3 2021Sep 30, 2021Oct 14, 202114d142$4.3B13F-HR
Q2 2021Jun 30, 2021Jul 13, 202113d142$4.3B13F-HR
Q1 2021Mar 31, 2021Apr 20, 202120d151$4.0B13F-HR
Q4 2020Dec 31, 2020Jan 14, 202114d150$3.9B13F-HR
Amended / restated
  • Q4 2022 · filed Feb 9, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.