Atlanta Consulting Group Advisors, LLC

CIK 0002019038 · Q2 2026

13F Equity AUM

$630.8M

+35.6% QoQ

Positions

185

+42 QoQ

AUM Rank

#3,210

Top 37%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,122 · Top 50%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 40.5%Top 10: 56.4%Top 20: 69.0%

IJR11.6%

IVV10.2%

RSP7.4%

VOO5.8%

IJH5.6%

ARLP4.5%

IEMG3.7%

EAGL2.9%

AVUV2.4%

JPM2.4%

Others (175)43.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services72.7%

Energy7.6%

Technology5.0%

Consumer Defensive3.0%

Communication Services2.8%

Healthcare2.8%

Industrials2.8%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 185Median: 0.14%Avg: 0.54%

0–0.5%

149(20.9%)

0.5–1%

17(11.0%)

1–3%

12(19.3%)

3–5%

2(8.2%)

5%+

5(40.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 185vs 20 funds

0%Low

185

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New47Increased90Decreased33Exited5

New Positions

WCMI1.3%

+433K

MMM0.5%

+20K

HBAN0.4%

+157K

GLPI0.4%

+57K

CATH0.4%

+29K

TFC0.2%

+31K

SCHW0.2%

+16K

BRO0.2%

+22K

HOMB0.2%

+39K

FCNCA0.2%

+520

Increased

XOM1.9%

+60K(+230%)

PG1.2%

+36K(+230%)

MRK0.8%

+35K(+646%)

IJR11.6%

+34K(+7%)

AVUV2.4%

+29K(+32%)

VO0.5%

+29K(+347%)

IJH5.6%

+28K(+7%)

VOO5.8%

+24K(+80%)

AVEM1.1%

+20K(+39%)

WFC0.2%

+13K(+258%)

Decreased

CHR1.0%

-35,078(-33%)

IEMG3.7%

-28,999(-9%)

EAGL2.9%

-10,962(-2%)

ARLP4.5%

-1,500(-0%)

EDV0.1%

-942(-17%)

VGLT0.1%

-573(-4%)

AVGO0.4%

-554(-8%)

O0.0%

-542(-11%)

UPS0.2%

-492(-4%)

JCI0.1%

-307(-13%)

Exited

-12,032

-9,148

-3,972

-1,989

-868

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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