Atlas Capital Advisors LLC Portfolio Holdings

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025

Atlas Capital Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $819 Billion distributed in 990 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $43.9B, Vanguard Ftse Europe ETF Ftse with a value of $32.7B, Palomar Holdings, Inc. with a value of $21.8B, Vanguard Intl Eqty Ftse All Wo with a value of $17.6B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $16.3B.

Examining the 13F form we can see an increase of $18.2B in the current position value, from $800B to 819B.

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 $819 Billion
ETFs: $433 Billion
Technology: $85.4 Billion
Financial Services: $75.8 Billion
Consumer Defensive: $60.6 Billion
Healthcare: $32.1 Billion
Communication Services: $31.5 Billion
Industrials: $29.5 Billion
Consumer Cyclical: $27.7 Billion
Other: $17.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$43.9 Billion 5.36% of portfolio
275,506
Q1 2025 Reduced 1.7%
$0
$32.7 Billion 3.99% of portfolio
421,972
Q2 2025 Added 14.11%
$3.11B
$21.8 Billion 2.66% of portfolio
141,284
Q4 2024 Added 175.49%
$0
$17.6 Billion 2.15% of portfolio
131,196
Q2 2025 Added 15.48%
$0
$16.3 Billion 2.0% of portfolio
382,435
Q2 2025 Added 2.9%
$3.95T
$16.2 Billion 1.98% of portfolio
32,544
Q2 2025 Reduced 5.23%
$0
$16.1 Billion 1.97% of portfolio
63,645
Q2 2025 Reduced 16.33%
$3.69T
$15.1 Billion 1.84% of portfolio
73,604
Q2 2025 Reduced 3.48%
$0
$13.3 Billion 1.62% of portfolio
253,089
Q2 2025 Reduced 15.8%
$0
$12.5 Billion 1.52% of portfolio
292,662
Q2 2025 Added 16.07%
$0
$12 Billion 1.47% of portfolio
263,120
Q2 2025 Reduced 2.08%
$0
$10.8 Billion 1.32% of portfolio
17,470
Q2 2025 Reduced 4.71%
$2.26T
$10 Billion 1.23% of portfolio
45,801
Q2 2025 Reduced 3.15%
$0
$10 Billion 1.22% of portfolio
15,083
Q2 2025 Reduced 20.23%
$0
$9.87 Billion 1.21% of portfolio
77,513
Q2 2025 Reduced 3.35%
$0
$9.79 Billion 1.2% of portfolio
66,393
Q2 2025 Reduced 1.69%
$0
$9.09 Billion 1.11% of portfolio
46,079
Q2 2025 Reduced 14.36%
$0
$9.01 Billion 1.1% of portfolio
83,006
Q2 2025 Reduced 13.03%
$0
$8.57 Billion 1.05% of portfolio
104,343
Q2 2025 Reduced 4.14%
$551B
$8.41 Billion 1.03% of portfolio
23,700
Q2 2025 Reduced 2.87%
$0
$7.97 Billion 0.97% of portfolio
196,858
Q2 2025 Reduced 5.97%
$0
$7.27 Billion 0.89% of portfolio
178,234
Q2 2025 Added 14.88%
$0
$7.3 Billion 0.89% of portfolio
90,518
Q2 2025 Added 3.44%
$0
$7.09 Billion 0.87% of portfolio
41,429
Q2 2025 Reduced 7.93%
$0
$7.12 Billion 0.87% of portfolio
29,643
Q2 2025 Reduced 2.02%
$0
$7.06 Billion 0.86% of portfolio
54,897
Q2 2025 Reduced 7.2%
$1.21T
$6.94 Billion 0.85% of portfolio
39,352
Q2 2025 Reduced 0.8%
$0
$6.65 Billion 0.81% of portfolio
206,781
Q2 2025 Reduced 6.27%
$0
$6.49 Billion 0.79% of portfolio
102,280
Q2 2025 Reduced 0.53%
$0
$6.43 Billion 0.79% of portfolio
39,113
Q2 2025 Reduced 39.89%
$0
$6.38 Billion 0.78% of portfolio
21,002
Q2 2025 Reduced 34.97%
$0
$6.1 Billion 0.75% of portfolio
24,574
Q2 2025 Reduced 36.21%
$0
$6.07 Billion 0.74% of portfolio
101,482
Q2 2025 Added 150.99%
$0
$5.74 Billion 0.7% of portfolio
114,205
Q2 2025 Added 222.86%
$439B
$5.62 Billion 0.69% of portfolio
5,677
Q2 2025 Reduced 7.63%
$0
$5.69 Billion 0.69% of portfolio
32,168
Q2 2025 Reduced 15.65%
$0
$5.67 Billion 0.69% of portfolio
61,857
Q2 2025 New
$1.24T
$5.34 Billion 0.65% of portfolio
30,082
Q2 2025 Reduced 17.77%
$621B
$5.34 Billion 0.65% of portfolio
10,991
Q2 2025 Reduced 6.78%
$0
$5.21 Billion 0.64% of portfolio
8,398
Q2 2025 Reduced 32.85%
$0
$5.21 Billion 0.64% of portfolio
55,346
Q2 2025 Reduced 12.2%
$0
$4.87 Billion 0.6% of portfolio
224,578
Q2 2025 Added 24.9%
$0
$4.87 Billion 0.59% of portfolio
95,118
Q2 2025 Reduced 26.64%
$0
$4.78 Billion 0.58% of portfolio
8,415
Q2 2025 Reduced 1.29%
$0
$4.45 Billion 0.54% of portfolio
12,269
Q2 2025 Reduced 28.75%
$0
$4.34 Billion 0.53% of portfolio
65,583
Q2 2025 Added 5.28%
$0
$4.12 Billion 0.5% of portfolio
83,230
Q2 2025 Reduced 13.71%
$59.7B
$4.07 Billion 0.5% of portfolio
7,758
Q2 2025 Reduced 8.28%
$0
$4 Billion 0.49% of portfolio
18,422
Q2 2025 Reduced 21.87%

Summary

  • Portfolio
  • No. of Stocks 990
  • Current Value $819 Billion
  • Prior Value $800 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 374 stocks
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