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Atlas U.S. Tactical Income Fund

CIK: 0001866278 Fixed Income
Report date: 2026-05-08
AUM $77M
Expense Ratio
Category Fixed Income
State PR
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-08

Holdings

From latest SEC N-PORT filing · US-listed stocks only

27 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AGNC Agnc Investment Corp Since 2026-05-10 00123Q104 Equity (Common)
5.75%
$4.44 442,390
2 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.24%
$0.19 768
3 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
0.32%
$0.25 1,194
4 AXP American Express Company Since 2026-05-10 025816CX5 Debt
5.16%
$3.98 4,000,000
5 NLY Annaly Capital Management, Inc. Since 2026-05-10 035710839 Equity (Common)
6.29%
$4.85 229,351
6 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
0.09%
$0.07 284
7 C Citigroup Inc. Since 2026-05-10 172967BL4 Debt
1.76%
$1.36 1,250,000
8 C Citigroup Inc. Since 2026-05-10 172967DR9 Debt
4.05%
$3.12 3,000,000
9 C Citigroup Inc. Since 2026-05-10 17327CAR4 Debt
1.34%
$1.04 1,000,000
10 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
0.09%
$0.07 185
11 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
0.45%
$0.34 602
12 FISV Fiserv Inc. Since 2026-05-10 337738108 Equity (Common)
0.15%
$0.12 2,116
13 JPM JPMorgan Chase & Co. Since 2026-05-10 46625HNJ5 Debt
0.13%
$0.10 100,000
14 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PDK9 Debt
7.92%
$6.11 5,900,000
15 MELI Mercadolibre Inc Since 2026-05-10 58733R102 Equity (Common)
0.21%
$0.16 92
16 MRNA Moderna Inc Since 2026-05-10 60770K107 Equity (Common)
0.11%
$0.08 1,614
17 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
0.11%
$0.09 910
18 NKE Nike, Inc. Since 2026-05-10 654106103 Equity (Common)
0.21%
$0.16 3,059
19 NVO Novo Nordisk A/S Since 2026-05-10 670100205 Equity (Common)
0.08%
$0.06 1,723
20 OKTA Okta Inc. Since 2026-05-10 679295105 Equity (Common)
0.07%
$0.05 686
21 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
0.10%
$0.08 482
22 CRM Salesforce Inc. Since 2026-05-10 79466L302 Equity (Common)
0.35%
$0.27 1,428
23 SCHW The Charles Schwab Corporation Since 2026-05-10 808513CE3 Debt
4.09%
$3.15 3,000,000
24 NOW Servicenow Inc Since 2026-05-10 81762P102 Equity (Common)
0.10%
$0.07 711
25 SHOP Shopify Inc Since 2026-05-10 82509L107 Equity (Common)
0.15%
$0.11 957
26 UPS United Parcel Service, Inc. Since 2026-05-10 911312106 Equity (Common)
0.04%
$0.03 305
27 USB U.S. Bancorp. Since 2026-05-10 91159HJG6 Debt
4.49%
$3.46 3,500,000