ATALANTA SOSNOFF CAPITAL, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's total holdings across 183 separate positions.
The portfolio is dominated by major technology and industrial conglomerates. The largest position is NVIDIA Corporation, with 1,459,696 shares. Microsoft Corporation follows with 394,433 shares, while Alphabet Inc. Class A shares are held at 731,465. Other significant holdings include Apple Inc. with 878,855 shares, Amazon.com Inc. with 724,318 shares, and Meta Platforms Inc. Class A with 107,914 shares.
The filing also details positions in other prominent companies such as Advanced Micro Devices Inc., Broadcom Inc., Eli Lilly & Co., and UnitedHealth Group Inc. In addition to individual stocks, the report includes several exchange-traded funds, including the Invesco NASDAQ 100 ETF, the Invesco S&P 500 Equal Weight ETF, and the iShares Core S&P 500 ETF.
