MondegarAI
Atlanta Consulting Group Advisors, LLC

Q4 2025 · 13F-HR

Atlanta Consulting Group Advisors, LLCholdings as filed

Filed 2026-02-11 · accession 0001420506-26-000296

$441.6M
Reported value
160
Positions
2025-12-31
Period end
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The Brief · Atlanta Consulting Group Advisors, LLC · Q4 2025

AI · grounded in 13F

Atlanta Consulting Group Advisors, LLC increased its position in CHDN by 123.84%. The fund established a new position in IWR valued at $1.12M and grew its holding in GOOGL by 33.20%. To fund these moves, the firm closed positions in CMCSA, MKC, and FIS.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$56.3M12.8%82,268CommonNONE
464287804IJRISHARES TR$50.4M11.4%419,185CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$41.9M9.49%218,789CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$27.0M6.11%1,161,240CommonNONE
464287507IJHISHARES TR$20.1M4.54%303,810CommonNONE
88339Y102EAGL2023 ETF SERIES TRUST$18.5M4.20%570,814CommonNONE
922908363VOOVANGUARD INDEX FDS$18.0M4.08%28,697CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$15.6M3.54%48,450CommonNONE
171484108CHDNCHURCHILL DOWNS INC$12.1M2.74%106,051CommonNONE
594918104MSFTMICROSOFT CORP$10.9M2.48%22,628CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$9.2M2.07%89,825CommonNONE
46434G103IEMGISHARES INC$7.2M1.63%107,048CommonNONE
46432F842IEFAISHARES TR$6.0M1.37%67,481CommonNONE
037833100AAPLAPPLE INC$5.5M1.24%20,167CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M1.22%10,714CommonNONE
191216100KOCOCA COLA CO$4.9M1.11%70,088CommonNONE
78464A847SPMDSPDR SERIES TRUST$4.7M1.05%80,373CommonNONE
09260D107BXBLACKSTONE INC$4.1M0.93%26,759CommonNONE
92826C839VVISA INC$3.9M0.89%11,198CommonNONE
67066G104NVDANVIDIA CORPORATION$3.8M0.85%20,182CommonNONE
02079K107GOOGALPHABET INC$3.6M0.82%11,545CommonNONE
166764100CVXCHEVRON CORP NEW$3.4M0.76%22,095CommonNONE
464288513HYGISHARES TR$3.3M0.76%41,403CommonNONE
464288604ISCGISHARES TR$3.2M0.73%58,405CommonNONE
023135106AMZNAMAZON COM INC$3.2M0.71%13,650CommonNONE
30231G102XOMEXXON MOBIL CORP$3.1M0.71%25,931CommonNONE
11135F101AVGOBROADCOM INC$3.0M0.67%8,605CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.8M0.63%34,721CommonNONE
02079K305GOOGLALPHABET INC$2.6M0.59%8,277CommonNONE
478160104JNJJOHNSON & JOHNSON$2.4M0.54%11,605CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.3M0.52%15,942CommonNONE
931142103WMTWALMART INC$2.1M0.49%19,188CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.47%37,560CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2.0M0.45%49,540CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$2.0M0.45%13,933CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.45%2,884CommonNONE
922908629VOVANGUARD INDEX FDS$1.8M0.41%6,284CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$1.8M0.40%15,049CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$1.6M0.36%22,098CommonNONE
574599106MASMASCO CORP$1.6M0.36%24,785CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.5M0.34%12,254CommonNONE
907818108UNPUNION PAC CORP$1.4M0.32%6,040CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.3M0.30%3,590CommonNONE
149123101CATCATERPILLAR INC$1.3M0.30%2,280CommonNONE
56585A102MPCMARATHON PETE CORP$1.3M0.29%7,905CommonNONE
570535104MKLMARKEL GROUP INC$1.3M0.29%588CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.2M0.28%13,337CommonNONE
369604301GEGE AEROSPACE$1.2M0.28%3,963CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.28%12,304CommonNONE
126408103CSXCSX CORP$1.2M0.26%31,993CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.26%1,309CommonNONE
464287499IWRISHARES TR$1.1M0.25%11,654CommonNONE
89055F103BLDTOPBUILD CORP$1.1M0.25%2,660CommonNONE
63875W406LSGRNATIXIS ETF TRUST II$1.1M0.25%24,636CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.24%1,627CommonNONE
464287655IWMISHARES TR$1.0M0.24%4,222CommonNONE
437076102HDHOME DEPOT INC$963,7750.22%2,801CommonNONE
464288653TLHISHARES TR$899,4740.20%8,847CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$881,3290.20%29,825CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$879,0630.20%7,500CommonNONE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$878,6560.20%96,000CommonNONE
532457108LLYELI LILLY & CO$867,2670.20%807CommonNONE
025072190AVDSAMERICAN CENTY ETF TR$866,9700.20%12,419CommonNONE
72201R833MINTPIMCO ETF TR$823,9270.19%8,182CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$821,3560.19%2,136CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$793,2540.18%2,403CommonNONE
020002101ALLALLSTATE CORP$786,8220.18%3,762CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$775,3410.18%13,895CommonNONE
36828A101GEVGE VERNOVA INC$767,9450.17%1,175CommonNONE
756158101UTGREAVES UTIL INCOME FD$766,4190.17%20,838CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$737,9050.17%18,117CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$707,9170.16%22,081CommonNONE
14149Y108CAHCARDINAL HEALTH INC$693,7680.16%3,376CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$691,1890.16%42,931CommonNONE
G29183103ETNEATON CORP PLC$685,7520.16%2,153CommonNONE
171779309CIENCIENA CORP$685,2390.16%2,930CommonNONE
464287408IVEISHARES TR$671,6260.15%3,167CommonNONE
231021106CMICUMMINS INC$666,6480.15%1,306CommonNONE
79466L302CRMSALESFORCE INC$646,9670.15%2,438CommonNONE
949746101WMT2WELLS FARGO CO NEW$600,9540.14%6,448CommonNONE
00287Y109ABBVABBVIE INC$599,7860.14%2,625CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$596,4680.14%11,870CommonNONE
580135101MCDMCDONALDS CORP$595,9790.13%1,950CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$564,3450.13%4,697CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$561,9100.13%1,897CommonNONE
58933Y105MRKMERCK & CO INC$557,4100.13%5,261CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$551,6000.12%5,785CommonNONE
754730109RJFRAYMOND JAMES FINL INC$543,2490.12%3,383CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$526,8520.12%16,176CommonNONE
713448108PEPPEPSICO INC$512,8010.12%3,539CommonNONE
H1467J104CBCHUBB LIMITED$497,5000.11%1,589CommonNONE
65339F101NEENEXTERA ENERGY INC$491,7150.11%6,125CommonNONE
032654105ADIANALOG DEVICES INC$487,8890.11%1,799CommonNONE
654106103NKENIKE INC$484,1470.11%7,550CommonNONE
77311W101RKTROCKET COS INC$459,7810.10%23,749CommonNONE
464287226AGGISHARES TR$459,5470.10%4,601CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$457,5510.10%8,511CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$444,3750.10%2,500CommonNONE
78409V104SPGIS&P GLOBAL INC$434,7950.10%832CommonNONE
46435G326IDEVISHARES TR$432,8550.10%5,248CommonNONE
37954Y673PAVEGLOBAL X FDS$419,3520.09%8,715CommonNONE
46435U853USHYISHARES TR$412,3550.09%11,027CommonNONE
922908744VTVVANGUARD INDEX FDS$398,4050.09%2,086CommonNONE
443201108HWMHOWMET AEROSPACE INC$392,2030.09%1,913CommonNONE
548661107LOWLOWES COS INC$386,3380.09%1,602CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$386,2930.09%3,185CommonNONE
64110L106NFLXNETFLIX INC$381,6030.09%4,070CommonNONE
11271J107BNBROOKFIELD CORP$379,3730.09%8,267CommonNONE
72201R775BONDPIMCO ETF TR$373,5460.08%3,996CommonNONE
03831W108APPAPPLOVIN CORP$365,2100.08%542CommonNONE
921910709EDVVANGUARD WORLD FD$363,2760.08%5,588CommonNONE
595112103MUMICRON TECHNOLOGY INC$361,7600.08%1,267CommonNONE
12572Q105CMECME GROUP INC$361,0390.08%1,322CommonNONE
615369105MCOMOODYS CORP$352,4870.08%690CommonNONE
717081103PFEPFIZER INC$343,2890.08%13,787CommonNONE
418056107HASHASBRO INC$342,0220.08%4,171CommonNONE
824348106SHWSHERWIN WILLIAMS CO$341,8520.08%1,055CommonNONE
254687106DISDISNEY WALT CO$337,1270.08%2,945CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$334,2850.08%2,064CommonNONE
009158106APDAIR PRODS & CHEMS INC$332,9830.08%1,348CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$332,1090.08%3,799CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$331,5220.08%1,150CommonNONE
46436E718SGOVISHARES TR$330,7520.07%3,295CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$326,5240.07%2,268CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$326,3620.07%931CommonNONE
697435105PANWPALO ALTO NETWORKS INC$326,0340.07%1,770CommonNONE
219350105GLWCORNING INC$318,1050.07%3,633CommonNONE
609207105MDLZMONDELEZ INTL INC$317,0160.07%5,835CommonNONE
237194105DRIDARDEN RESTAURANTS INC$309,1540.07%1,680CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$299,0660.07%515CommonNONE
29250N105ENBENBRIDGE INC$298,3200.07%6,237CommonNONE
921937835BNDVANGUARD BD INDEX FDS$294,2080.07%3,972CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$293,4380.07%3,246CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$286,8270.06%2,487CommonNONE
78464A854SPYMSPDR SERIES TRUST$285,6400.06%3,561CommonNONE
G5960L103MDTMEDTRONIC PLC$283,1140.06%2,926CommonNONE
464285204IAUISHARES GOLD TR$282,7960.06%3,484CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$277,6890.06%3,775CommonNONE
958102105WDCWESTERN DIGITAL CORP$277,1820.06%1,609CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$274,9940.06%2,336CommonNONE
902973304USBUS BANCORP DEL$271,2320.06%5,034CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$262,5610.06%3,409CommonNONE
98389B100XELXCEL ENERGY INC$259,8000.06%3,491CommonNONE
097023105BABOEING CO$256,2020.06%1,180CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$254,1460.06%4,807CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$245,8220.06%1,588CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$241,5330.05%1,157CommonNONE
233331107DTEDTE ENERGY CO$238,5930.05%1,833CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$232,5050.05%496CommonNONE
458140100INTCINTEL CORP$224,5340.05%6,085CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$223,1030.05%1,042CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$220,0570.05%723CommonNONE
756109104OREALTY INCOME CORP$215,6280.05%3,807CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$212,0340.05%1,764CommonNONE
68389X105ORCLORACLE CORP$209,1380.05%1,073CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$208,3730.05%997CommonNONE
842587107SOSOUTHERN CO$204,3650.05%2,344CommonNONE
75513E101RTXRTX CORPORATION$203,7570.05%1,111CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$203,3980.05%4,580CommonNONE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$126,0000.03%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.