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Asset Manager ← All Institutions

ATALANTA SOSNOFF CAPITAL, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$5.1B
-1.7%
Holdings
110
+2
New Purchases
8
Added To
31
Closed
5
Reduced
64
Top 10 Concentration
53.8%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 8.05% 5.04% +3.01% $413M
CAT 1.46% 0.00% +1.46% $75M
MS 1.09% 0.05% +1.04% $56M
LLY 2.76% 1.95% +0.81% $142M
BAC 1.77% 0.96% +0.80% $91M
AAPL 7.66% 6.86% +0.80% $393M
MU 1.81% 1.05% +0.75% $93M
ANET 0.64% 0.02% +0.62% $33M
AXP 1.49% 0.92% +0.57% $76M
TSLA 1.88% 1.40% +0.48% $96M
MCD 1.16% 0.71% +0.45% $60M
CRM 0.69% 0.26% +0.43% $35M
EQT 0.86% 0.48% +0.38% $44M
LRCX 1.45% 1.12% +0.34% $74M
SPY 0.57% 0.27% +0.30% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NFLX 0.03% 2.12% -2.09% $1M
ORCL 0.01% 1.49% -1.48% $572K
BX 0.01% 1.35% -1.35% $407K
HD 0.01% 1.19% -1.17% $688K
BA 0.00% 1.11% -1.11% $0
DHI 0.00% 1.10% -1.10% $0
META 3.84% 4.83% -0.99% $197M
NKE 0.00% 0.64% -0.64% $0
SPOT 0.59% 1.21% -0.61% $30M
AMD 0.01% 0.55% -0.54% $427K
MSFT 7.18% 7.71% -0.53% $368M
NOW 0.01% 0.53% -0.53% $341K
TTWO 1.43% 1.93% -0.50% $73M
SNOW 0.01% 0.47% -0.46% $332K
T 0.00% 0.39% -0.39% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 45 $4.2B 81.2%
Large Cap 64 $961M 18.7%
Mid Cap 1 $1M 0.0%

Portfolio Analytics

Avg Market Cap
$467.7B
Median Market Cap
$154.4B
Avg P/E
37.4
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
100
# ETFs / Funds
10

Top Holdings (110 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 8.64% 2,377,119 $443M $186.50 -$12M -65,805 -2.7%
2 GOOGL 8.05% 1,319,039 $413M $313.00 $150M +236,587 +21.9%
3 AAPL 7.66% 1,444,610 $393M $271.86 $35M +39,213 +2.8%
4 MSFT 7.18% 761,725 $368M $483.62 -$34M -15,425 -2.0%
5 AMZN 5.16% 1,145,599 $264M $230.82 $10M -14,912 -1.3%
6 JPM 4.16% 661,597 $213M $322.22 $1M -9,794 -1.5%
7 META 3.84% 298,249 $197M $660.09 -$55M -45,077 -13.1%
8 AVGO 3.79% 561,328 $194M $346.10 $2M -20,695 -3.6%
9 LLY 2.76% 131,896 $142M $1,074.68 $40M -1,413 -1.1%
10 RTX 2.61% 728,673 $134M $183.40 $10M -12,013 -1.6%
11 SCHW 2.55% 1,309,688 $131M $99.91 $850K -52,008 -3.8%
12 CBRE 2.42% 770,659 $124M $160.79 $681K -11,475 -1.5%
13 GE 2.39% 397,541 $122M $308.03 $3M +839 +0.2%
14 GS 2.38% 138,980 $122M $879.00 $5M -8,471 -5.7%
15 ABBV 2.21% 496,542 $113M $228.49 -$3M -5,129 -1.0%
16 MCK 2.01% 125,583 $103M $820.29 $5M -1,912 -1.5%
17 TSLA 1.88% 214,209 $96M $449.72 $23M +49,854 +30.3%
18 MU 1.81% 324,674 $93M $285.41 $38M -3,933 -1.2%
19 BAC 1.77% 1,646,235 $91M $55.00 $40M +671,208 +68.8%
20 WMT 1.74% 801,592 $89M $111.41 $5M -11,998 -1.5%
21 CEG 1.52% 220,197 $78M $353.27 -$16M -63,918 -22.5%
22 AXP 1.49% 206,771 $76M $369.95 $28M +61,485 +42.3%
23 CAT 1.46% 130,450 $75M $572.87 +130,450 NEW
24 LRCX 1.45% 435,112 $74M $171.18 $16M +6
25 TTWO 1.43% 286,928 $73M $256.03 -$27M -102,337 -26.3%
26 RCL 1.40% 257,768 $72M $278.92 $11M +69,025 +36.6%
27 COST 1.27% 75,692 $65M $862.35 -$9M -4,397 -5.5%
28 BSX 1.21% 651,995 $62M $95.35 -$6M -43,573 -6.3%
29 MCD 1.16% 194,919 $60M $305.63 $23M +73,331 +60.3%
30 MS 1.09% 314,912 $56M $177.53 $53M +298,061 +1768.8%
31 PANW 1.03% 285,668 $53M $184.20 -$6M -3,575 -1.2%
32 EQT 0.86% 818,762 $44M $53.60 $19M +359,211 +78.2%
33 XOM 0.80% 338,876 $41M $120.34 -$239K -24,932 -6.8%
34 TMUS 0.72% 182,979 $37M $203.04 -$7M -2,754 -1.5%
35 CRM 0.69% 133,143 $35M $264.91 $22M +75,809 +132.2%
36 ANET 0.64% 250,578 $33M $131.03 $32M +244,946 +4349.2%
37 URI 0.62% 39,546 $32M $809.33 -$13M -7,897 -16.6%
38 IBM 0.62% 107,448 $32M $296.21 $4M +9,076 +9.2%
39 UNH 0.61% 95,056 $31M $330.11 -$6M -12,859 -11.9%
40 SPOT 0.59% 52,254 $30M $580.71 -$33M -37,899 -42.0%
41 SPY 0.57% 42,900 $29M $681.91 $15M +21,519 +100.7%
42 PLTR 0.52% 149,453 $27M $177.75 -$2M -4,911 -3.2%
43 DKS 0.32% 82,788 $16M $197.97 $4M +28,285 +51.9%
44 KO 0.31% 230,025 $16M $69.91 $3M +36,445 +18.8%
45 TJX 0.26% 88,039 $14M $153.61 $3M +12,558 +16.6%
46 MRK 0.26% 126,960 $13M $105.26 +126,960 NEW
47 QQQ 0.25% 21,116 $13M $614.31 $3M +4,017 +23.5%
48 ETN 0.24% 38,346 $12M $318.51 -$2M +136 +0.4%
49 CSCO 0.19% 124,278 $10M $77.03 +124,278 NEW
50 CVX 0.17% 57,500 $9M $152.41 $8M +55,632 +2978.2%
51 SHOP 0.15% 47,979 $8M $160.97 $669K +513 +1.1%
52 LHX 0.14% 23,886 $7M $293.57 -$422K -457 -1.9%
53 KKR 0.12% 48,660 $6M $127.48 -$6M -46,111 -48.7%
54 GOOG 0.12% 19,053 $6M $313.80 $981K -1,469 -7.2%
55 NOC 0.11% 9,627 $5M $570.21 -$420K -71 -0.7%
56 C 0.05% 20,100 $2M $116.69 +20,100 NEW
57 IWB 0.04% 5,843 $2M $373.46 $2M +4,031 +222.5%
58 IWD 0.04% 8,825 $2M $210.34 $20K -196 -2.2%
59 NFLX 0.03% 15,726 $1M $93.76 -$109M -76,657 -83.0%
60 IWF 0.03% 2,932 $1M $473.30 -$381K -843 -22.3%
61 VV 0.02% 4,002 $1M $314.83 $599K +1,855 +86.4%
62 SDY 0.02% 8,487 $1M $139.16 -$12K -33 -0.4%
63 WFC 0.02% 12,066 $1M $93.20 $141K +338 +2.9%
64 M 0.02% 50,000 $1M $22.05 $27K -10,000 -16.7%
65 GLD 0.02% 2,742 $1M $396.31 -$216K -923 -25.2%
66 GLW 0.02% 11,010 $964K $87.56 -$287K -4,242 -27.8%
67 ULTA 0.02% 1,354 $819K $605.01 $70K -17 -1.2%
68 TXN 0.01% 4,371 $758K $173.49 -$69K -130 -2.9%
69 HD 0.01% 2,000 $688K $344.11 -$61M -150,999 -98.7%
70 PFE 0.01% 26,319 $655K $24.90 -$27K -444 -1.7%
71 DUK 0.01% 5,313 $623K $117.21 $209K +1,967 +58.8%
72 AEP 0.01% 5,328 $614K $115.31 $114K +878 +19.7%
73 ORCL 0.01% 2,936 $572K $194.89 -$77M -273,525 -98.9%
74 CVS 0.01% 6,627 $526K $79.36 $12K -190 -2.8%
75 EFA 0.01% 4,961 $476K $96.03 $23K +105 +2.2%
76 YUM 0.01% 2,893 $438K $151.28 +2,893 NEW
77 MDT 0.01% 4,445 $427K $96.06 -$10K -144 -3.1%
78 AMD 0.01% 1,992 $427K $214.18 -$28M -176,422 -98.9%
79 IRM 0.01% 5,065 $420K $82.95 -$112K -160 -3.1%
80 PG 0.01% 2,880 $413K $143.31 $144K +1,128 +64.4%
81 BX 0.01% 2,641 $407K $154.12 -$70M -411,116 -99.4%
82 NEM 0.01% 3,889 $388K $99.85 $48K -147 -3.6%
83 CFG 0.01% 6,529 $381K $58.41 +6,529 NEW
84 PM 0.01% 2,331 $374K $160.40 -$4K
85 ALL 0.01% 1,790 $373K $208.13 -$126K -531 -22.9%
86 GILD 0.01% 2,882 $354K $122.74 $21K -117 -3.9%
87 VRTX 0.01% 773 $350K $453.08 $48K +2 +0.3%
88 V 0.01% 989 $347K $350.67 $18K +27 +2.8%
89 NOW 0.01% 2,226 $341K $153.20 -$28M -28,041 -92.7%
90 BMY 0.01% 6,315 $341K $53.94 $43K -275 -4.2%
91 GD 0.01% 997 $336K $336.66 -$15K -30 -2.9%
92 SNOW 0.01% 1,515 $332K $219.43 -$24M -106,889 -98.6%
93 GSK 0.01% 6,724 $330K $49.04 $30K -230 -3.3%
94 PSA 0.01% 1,260 $327K $259.50 -$49K -42 -3.2%
95 AMGN 0.01% 984 $322K $327.31 $37K -27 -2.7%
96 ITW 0.01% 1,269 $313K $246.30 -$29K -40 -3.1%
97 TSCO 0.01% 6,121 $306K $50.01 +6,121 NEW
98 PSX 0.01% 2,365 $305K $129.04 +2,365 NEW
99 HPQ 0.01% 13,374 $298K $22.28 -$78K -418 -3.0%
100 LAMR 0.01% 2,343 $297K $126.58 $321 -77 -3.2%

New Positions

SymbolValue% Port
CAT $75M 1.46%
MRK $13M 0.26%
CSCO $10M 0.19%
C $2M 0.05%
YUM $438K 0.01%
CFG $381K 0.01%
TSCO $306K 0.01%
PSX $305K 0.01%

Sold Out Positions

SymbolValue% Port
T —%
NKE —%
DHI —%
EPD —%
BA —%
View SEC EDGAR Filings for ATALANTA SOSNOFF CAPITAL, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms