Michael R. Kuchler
Atalanta Sosnoff Capital, Llc
Assets Managed
$4.656B
Holdings
104
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-9.22%(2Q avg: -5.46%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Atalanta Sosnoff Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.
Assets under management
The assets under management (AUM) of Atalanta Sosnoff Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.656B in assets, with a quarterly growth rate of -9.22% and a 2-quarter average growth rate of -5.46%. The portfolio is managed by Michael R. Kuchler, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 8.1% | $377.008M 2.162M shares@ $174.41 avg price | Decreased -9.06% |
AAPL Apple Inc
| 7.83% | $364.262M 1.435M shares@ $253.8 avg price | Decreased -0.64% |
GOOGL Alphabet Inc-cl A
| 6.71% | $312.358M 1.086M shares@ $287.57 avg price | Decreased -17.64% |
MSFT Microsoft Corp
| 4.54% | $211.17M 570,468 shares@ $370.18 avg price | Decreased -25.1% |
AMZN Amazon.com Inc
| 4.06% | $188.783M 906,434 shares@ $208.28 avg price | Decreased -20.87% |
AVGO Broadcom Inc
| 3.81% | $177.083M 572,140 shares@ $309.51 avg price | Increased 1.93% |
JPM Jpmorgan Chase & Co
| 3.3% | $153.189M 520,766 shares@ $294.17 avg price | Decreased -21.28% |
RTX Rtx Corp
| 3.03% | $140.677M 729,273 shares@ $192.9 avg price | Increased 0.09% |
LLY Eli Lilly & Co
| 2.6% | $120.96M 131,511 shares@ $919.78 avg price | Decreased -0.29% |
SCHW Schwab (charles) Corp
| 2.57% | $119.398M 1.27M shares@ $93.98 avg price | Decreased -2.99% |
1-10 of 104