ATALANTA SOSNOFF CAPITAL, LLC 13F Holdings

CIK 0000700529 · New York, NY

As of Sep 30, 2025, ATALANTA SOSNOFF CAPITAL, LLC reported 102 positions worth $5.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology2,442,924$455.8M8.74%
MICROSOFT CORPMSFTTechnology777,150$402.5M7.71%
APPLE INCAAPLTechnology1,405,397$357.9M6.86%
ALPHABET INCGOOGLEquity1,082,452$263.1M5.04%
AMAZON.COM INCAMZNEquity1,160,511$254.8M4.88%
META PLATFORMS INCMETACommunication Services343,326$252.1M4.83%
JPMORGAN CHASE & COJPMFinancial Services671,391$211.8M4.06%
BROADCOM INCAVGOTechnology582,023 92.0M3.68%
SCHWAB CHARLES CORPSCHWEquity1,361,696 30.0M2.49%
RTX CORPRTXEquity740,686 23.9M2.38%
CBRE GROUP INCCBREReal Estate782,134 23.2M2.36%
GE AEROSPACEGEIndustrials396,702 19.3M2.29%
GOLDMAN SACHS GROUP INCGSFinancial Services147,451 17.4M2.25%
ABBVIE INCABBVEquity501,671 16.2M2.23%
NETFLIX INCNFLXCommunication Services92,383 10.8M2.12%
ELI LILLY & COLLYHealthcare133,309 01.7M1.95%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services389,265 00.6M1.93%
MCKESSON CORPMCKHealthcare127,495$98.5M1.89%
CONSTELLATION ENERGY CORPCEGUtilities284,115$93.5M1.79%
WALMART INCWMTConsumer Defensive813,590$83.8M1.61%
ORACLE CORPORCLTechnology276,461$77.8M1.49%
COSTCO WHOLESALE CORPCOSTConsumer Defensive80,089$74.1M1.42%
TESLA INCTSLAConsumer Cyclical164,355$73.1M1.40%
BLACKSTONE INCBXFinancial Services413,757$70.7M1.35%
BOSTON SCIENTIFIC CORPBSXHealthcare695,568$67.9M1.30%