Atlas Capital Advisors LLC Reduced Holdings in Q2 2025

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-1.04K
- 22.9%
$233.83 - $276.34 $244K - $288K
3.51K $940M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-9.32K
- 53.69%
$24.18 - $27.61 $225K - $257K
8.04K $217M
VB
Vanguard Small Cap ETF

ETFs
-1.31K
- 37.88%
$193.73 - $237.37 $253K - $310K
2.14K $508M
G
Genpact LTD

Technology
-4.79K
- 68.38%
$40.65 - $50.56 $195K - $242K
2.22K $97.5M
VGT
Vanguard Information Technolog

ETFs
-3.83K
- 20.23%
$470.37 - $663.28 $1.8M - $2.54M
15.1K $10B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.2K
- 13.71%
$39.89 - $49.46 $528K - $654K
83.2K $4.12B
XLU
Utilities Sector Spdr

ETFs
-4.13K
- 12.74%
$73.09 - $82.77 $302K - $342K
28.3K $2.31B
HPQ
Hp Inc

Technology
-6.55K
- 26.88%
$21.88 - $29.32 $143K - $192K
17.8K $436M
PNGAY
Ping An Insurance (Group) CO O

Financial Services
-21.4K
- 46.34%
$10.07 - $13.1 $216K - $281K
24.8K $319M
XLB
Select Sector Spdr Fd Material

ETFs
-2.82K
- 25.62%
$74.27 - $88.92 $209K - $251K
8.18K $718M
ELV
Elevance Health, Inc.

Healthcare
-123
- 3.36%
$372.27 - $452.69 $45.8K - $55.7K
3.54K $1.38B
VO
Vanguard Mid Cap ETF

ETFs
-1.25K
- 19.5%
$228.54 - $279.83 $285K - $348K
5.14K $1.44B
IRM
Iron Mountain Inc

Real Estate
-3.37K
- 41.15%
$76.93 - $105.25 $260K - $355K
4.83K $495M
POST
Post Holdings, Inc.

Consumer Defensive
-1.71K
- 78.93%
$107.47 - $118.46 $184K - $202K
456 $49.7M
HSBC
Hsbc Holdings PLC

Financial Services
-3.95K
- 32.82%
$46.68 - $61.09 $184K - $241K
8.08K $491M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-8.7K
- 37.59%
$19.94 - $22.91 $174K - $199K
14.5K $311M
IBM
International Business Machines Corp

Technology
-3.11K
- 19.94%
$221.03 - $294.78 $688K - $917K
12.5K $3.68B
XLC
Select Sector Spdr Tr Communic

ETFs
-12.4K
- 13.03%
$86.13 - $108.53 $1.07M - $1.35M
83K $9.01B
GL
Globe Life Inc.

Financial Services
-1.15K
- 17.03%
$113.29 - $133.09 $131K - $154K
5.62K $699M
GILD
Gilead Sciences, Inc.

Healthcare
-1.64K
- 16.14%
$96.91 - $113.0 $159K - $185K
8.51K $943M
LENB
Lennar Corporation Cl B
-1.67K
- 37.39%
N/A
2.8K $295M
COST
Costco Wholesale Corp

Consumer Defensive
-469
- 7.63%
$908.13 - $1056.85 $426K - $496K
5.68K $5.62B
GIS
General Mills Inc

Consumer Defensive
-2.67K
- 51.52%
$50.37 - $60.97 $134K - $163K
2.51K $130M
R
Ryder System Inc

Industrials
-1.49K
- 37.15%
$130.14 - $160.88 $194K - $240K
2.52K $401M
DXC
Dxc Technology CO

Technology
-9.55K
- 66.42%
$14.03 - $17.63 $134K - $168K
4.83K $73.9M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-278
- 30.75%
$388.56 - $520.27 $108K - $145K
626 $255M
JD
Jd.Com, Inc.

Consumer Cyclical
-622
- 3.62%
$31.44 - $41.32 $19.6K - $25.7K
16.5K $540M
TECK
Teck Resources LTD

Basic Materials
-4.46K
- 90.41%
$29.05 - $41.48 $129K - $185K
473 $19.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.8K
- 13.7%
$19.1 - $23.83 $435K - $542K
143K $3.42B
ALLY
Ally Financial Inc.

Financial Services
-4.38K
- 93.11%
$30.09 - $38.95 $132K - $171K
324 $12.6M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-4.15K
- 10.87%
$47.29 - $53.34 $196K - $221K
34K $1.79B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.41K
- 7.95%
$24.32 - $27.87 $83K - $95.1K
39.5K $1.05B
BDORY
Banco Do Brasil S A Spon Adr

Financial Services
-23.3K
- 41.18%
$3.88 - $5.44 $90.6K - $127K
33.3K $138M
LLY
Eli Lilly & CO

Healthcare
-77
- 3.9%
$713.71 - $898.95 $55K - $69.2K
1.9K $1.48B
TPR
Tapestry, Inc.

Consumer Cyclical
-2.35K
- 69.44%
$60.6 - $87.81 $142K - $206K
1.03K $90.6M
MET
Metlife Inc

Financial Services
-1.81K
- 50.64%
$68.42 - $82.49 $124K - $149K
1.76K $142M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-671
- 23.54%
$167.22 - $212.42 $112K - $143K
2.18K $431M
GS
Goldman Sachs Group Inc

Financial Services
-269
- 92.44%
$462.22 - $707.75 $124K - $190K
22 $15.6M
PSX
Phillips 66

Energy
-1.05K
- 27.46%
$92.87 - $125.73 $97.4K - $132K
2.77K $331M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.36K
- 9.73%
$84.41 - $106.28 $115K - $145K
12.6K $1.2B
PFG
Principal Financial Group Inc

Financial Services
-1.61K
- 88.56%
$69.56 - $86.19 $112K - $139K
208 $16.5M
V
Visa Inc.

Financial Services
-700
- 2.87%
$308.27 - $373.31 $216K - $261K
23.7K $8.41B
OC
Owens Corning

Industrials
-863
- 25.82%
$126.32 - $147.75 $109K - $128K
2.48K $341M
CNC
Centene Corp

Healthcare
-1.58K
- 21.03%
$53.4 - $64.29 $84.2K - $101K
5.92K $321M
TAP
Molson Coors Beverage CO

Consumer Defensive
-2.09K
- 81.45%
$47.24 - $62.46 $98.5K - $130K
475 $22.8M
NKE
Nike, Inc.

Consumer Cyclical
-2.1K
- 97.81%
$53.27 - $72.04 $112K - $151K
47 $3.34M
RGA
Reinsurance Group Of America Inc

Financial Services
-678
- 16.94%
$168.32 - $209.71 $114K - $142K
3.33K $660M
BYD
Boyd Gaming Corp

Consumer Cyclical
-2.29K
- 54.8%
$60.8 - $79.02 $139K - $181K
1.89K $147M
UAL
United Airlines Holdings, Inc.

Industrials
-3.09K
- 27.44%
$56.15 - $84.23 $173K - $260K
8.17K $651M
Activity Summary
Buys All Purchases 154 New Holdings 38 Increased Positions 116 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 0 Puts 0
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