Atlas Capital Advisors LLC Portfolio Holdings

Atlas Capital Advisors LLC

  • $800 Billion
  • Q1 2025

Atlas Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $800 Billion distributed in 1048 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $47B, Vanguard Ftse Europe ETF Ftse with a value of $26B, Palomar Holdings, Inc. with a value of $19.4B, Apple Inc. with a value of $16.9B, and Technology Sector Spdr with a value of $15.7B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $788B to 800B.

Atlas Capital Advisors LLC is based out at San Francisco, CA

Below you can find more details about Atlas Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $800 Billion
ETFs: $421 Billion
Financial Services: $76.1 Billion
Technology: $73.3 Billion
Consumer Defensive: $65.7 Billion
Healthcare: $38.5 Billion
Communication Services: $30.7 Billion
Consumer Cyclical: $28.2 Billion
Industrials: $25.3 Billion
Other: $18 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$398B
$47 Billion 5.87% of portfolio
275,506
Q1 2025 Reduced 1.7%
$0
$26 Billion 3.24% of portfolio
369,795
Q1 2025 Added 88.07%
$4.1B
$19.4 Billion 2.42% of portfolio
141,284
Q4 2024 Added 175.49%
$3.22T
$16.9 Billion 2.12% of portfolio
76,257
Q1 2025 Reduced 2.5%
$0
$15.7 Billion 1.96% of portfolio
76,068
Q1 2025 Reduced 30.76%
$0
$15 Billion 1.87% of portfolio
300,572
Q1 2025 Added 12.61%
$0
$14.6 Billion 1.83% of portfolio
371,670
Q1 2025 Reduced 9.05%
$0
$13.1 Billion 1.64% of portfolio
113,610
Q1 2025 Added 8.58%
$3.43T
$12.9 Billion 1.61% of portfolio
34,340
Q1 2025 Reduced 39.6%
$0
$10.7 Billion 1.34% of portfolio
268,712
Q1 2025 Reduced 6.3%
$0
$10.4 Billion 1.3% of portfolio
65,067
Q1 2025 Added 4.29%
$0
$10.3 Billion 1.28% of portfolio
18,909
Q1 2025 Reduced 7.64%
$0
$10.3 Billion 1.28% of portfolio
18,333
Q1 2025 Added 1.41%
$0
$10.2 Billion 1.27% of portfolio
38,521
Q1 2025 Reduced 2.77%
$0
$9.58 Billion 1.2% of portfolio
80,203
Q1 2025 Reduced 7.33%
$0
$9.21 Billion 1.15% of portfolio
95,446
Q1 2025 Added 1.8%
$0
$9.02 Billion 1.13% of portfolio
297,612
Q1 2025 Reduced 5.22%
$2.1T
$9 Billion 1.12% of portfolio
47,293
Q1 2025 Added 1.69%
$0
$8.85 Billion 1.11% of portfolio
67,537
Q1 2025 Reduced 3.95%
$0
$8.88 Billion 1.11% of portfolio
32,298
Q1 2025 Reduced 8.93%
$0
$8.68 Billion 1.08% of portfolio
53,808
Q1 2025 Reduced 8.12%
$587B
$8.55 Billion 1.07% of portfolio
24,400
Q4 2024 Added 1,425.0%
$0
$7.89 Billion 0.99% of portfolio
108,854
Q1 2025 Reduced 7.38%
$0
$7.62 Billion 0.95% of portfolio
209,348
Q1 2025 Reduced 1.17%
$0
$7.34 Billion 0.92% of portfolio
39,383
Q1 2025 Reduced 3.68%
$0
$7.03 Billion 0.88% of portfolio
12,507
Q1 2025 Added 613.06%
$0
$6.86 Billion 0.86% of portfolio
59,159
Q1 2025 Added 7.5%
$0
$6.68 Billion 0.83% of portfolio
44,996
Q1 2025 Reduced 6.0%
$0
$6.63 Billion 0.83% of portfolio
129,659
Q1 2025 Reduced 9.82%
$0
$6.59 Billion 0.82% of portfolio
38,136
Q1 2025 Added 6.56%
$0
$6.49 Billion 0.81% of portfolio
220,610
Q1 2025 Added 41.49%
$0
$6.26 Billion 0.78% of portfolio
87,508
Q1 2025 Added 7.06%
$655B
$6.28 Billion 0.78% of portfolio
11,791
Q1 2025 Added 1.73%
$1.03T
$6.13 Billion 0.77% of portfolio
39,670
Q1 2025 Added 0.47%
$0
$6.06 Billion 0.76% of portfolio
102,823
Q1 2025 Reduced 0.38%
$0
$6.12 Billion 0.76% of portfolio
30,254
Q1 2025 Reduced 0.37%
$450B
$5.81 Billion 0.73% of portfolio
6,146
Q4 2024 Added 931.21%
$1.06T
$5.72 Billion 0.71% of portfolio
36,582
Q1 2025 Added 0.83%
$0
$5.6 Billion 0.7% of portfolio
17,219
Q1 2025 Added 10.31%
$0
$5.5 Billion 0.69% of portfolio
37,689
Q1 2025 Added 2.51%
$64.7B
$5.36 Billion 0.67% of portfolio
8,458
Q1 2025 Reduced 0.09%
$0
$5.33 Billion 0.67% of portfolio
63,040
Q1 2025 Reduced 16.26%
$0
$5.31 Billion 0.66% of portfolio
155,145
Q1 2025 Added 487.78%
$0
$4.66 Billion 0.58% of portfolio
23,578
Q1 2025 Reduced 18.45%
$0
$4.38 Billion 0.55% of portfolio
8,525
Q1 2025 Reduced 3.38%
$0
$4.37 Billion 0.55% of portfolio
96,458
Q1 2025 Reduced 3.56%
$236B
$3.88 Billion 0.48% of portfolio
15,601
Q1 2025 Reduced 7.28%
$0
$3.84 Billion 0.48% of portfolio
179,806
Q1 2025 Added 638.91%
$0
$3.75 Billion 0.47% of portfolio
62,291
Q1 2025 Added 162.45%

Summary

  • Portfolio
  • No. of Stocks 1,048
  • Current Value $800 Billion
  • Prior Value $788 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 110 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 227 stocks
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