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 Companies Only

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%
$3.11B
$21.8 Billion 2.66% of portfolio
141,284
Q4 2024 Added 175.49%
$3.95T
$16.2 Billion 1.98% of portfolio
32,544
Q2 2025 Reduced 5.23%
$3.69T
$15.1 Billion 1.84% of portfolio
73,604
Q2 2025 Reduced 3.48%
$2.26T
$10 Billion 1.23% of portfolio
45,801
Q2 2025 Reduced 3.15%
$551B
$8.41 Billion 1.03% of portfolio
23,700
Q2 2025 Reduced 2.87%
$1.21T
$6.94 Billion 0.85% of portfolio
39,352
Q2 2025 Reduced 0.8%
$439B
$5.62 Billion 0.69% of portfolio
5,677
Q2 2025 Reduced 7.63%
$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%
$59.7B
$4.07 Billion 0.5% of portfolio
7,758
Q2 2025 Reduced 8.28%
$210B
$3.68 Billion 0.45% of portfolio
12,490
Q2 2025 Reduced 19.94%
$153B
$3.6 Billion 0.44% of portfolio
7,082
Q2 2025 Reduced 0.08%
$139B
$3.63 Billion 0.44% of portfolio
29,489
Q2 2025 Added 49.78%
$203B
$3.54 Billion 0.43% of portfolio
122,417
Q2 2025 Added 2.89%
$94.7B
$3.39 Billion 0.41% of portfolio
4,624
Q2 2025 Reduced 10.51%
$133B
$3.23 Billion 0.39% of portfolio
3,605
Q2 2025 Reduced 7.33%
$162B
$2.93 Billion 0.36% of portfolio
16,008
Q2 2025 Reduced 3.55%
$293B
$2.84 Billion 0.35% of portfolio
40,879
Q2 2025 Added 60.59%
$182B
$2.79 Billion 0.34% of portfolio
64,546
Q2 2025 Added 3.79%
$1.78T
$2.71 Billion 0.33% of portfolio
3,669
Q2 2025 Reduced 20.2%
$56B
$2.59 Billion 0.32% of portfolio
6,848
Q2 2025 Reduced 11.68%
$31B
$2.43 Billion 0.3% of portfolio
11,162
Q2 2025 Reduced 2.41%
$177B
$2.46 Billion 0.3% of portfolio
11,862
Q4 2024 Added 2,467.53%
$17B
$2.32 Billion 0.28% of portfolio
5,700
Q4 2024 New
$423B
$2.19 Billion 0.27% of portfolio
3
Q1 2025 New
$229B
$2.05 Billion 0.25% of portfolio
15,039
Q2 2025 Added 0.45%
$642M
$1.94 Billion 0.24% of portfolio
223,512
Q4 2024 New
$145B
$1.95 Billion 0.24% of portfolio
5,449
Q2 2025 Reduced 17.21%
$859B
$1.98 Billion 0.24% of portfolio
6,818
Q2 2025 Reduced 0.53%
$95.5B
$1.96 Billion 0.24% of portfolio
20,889
Q2 2025 Reduced 17.8%
$314B
$1.85 Billion 0.23% of portfolio
7,770
Q2 2025 Reduced 11.62%
$23.4B
$1.86 Billion 0.23% of portfolio
37,325
Q2 2025 Reduced 2.63%
$152B
$1.88 Billion 0.23% of portfolio
6,721
Q2 2025 Reduced 0.46%
$36.7B
$1.64 Billion 0.2% of portfolio
13,392
Q2 2025 Reduced 2.99%
$281B
$1.47 Billion 0.18% of portfolio
15,048
Q2 2025 Reduced 5.57%
$207B
$1.48 Billion 0.18% of portfolio
11,951
Q2 2025 Added 3.36%
$608B
$1.48 Billion 0.18% of portfolio
1,899
Q2 2025 Reduced 3.9%
$38.3B
$1.45 Billion 0.18% of portfolio
8,659
Q2 2025 Reduced 0.3%
$87.2B
$1.48 Billion 0.18% of portfolio
7,612
Q2 2025 Reduced 14.0%
$14.1B
$1.45 Billion 0.18% of portfolio
18,005
Q2 2025 Reduced 0.2%
$52.6B
$1.47 Billion 0.18% of portfolio
20,504
Q2 2025 Reduced 3.75%
$684B
$1.39 Billion 0.17% of portfolio
6,368
Q2 2025 Reduced 21.93%
$70.7B
$1.38 Billion 0.17% of portfolio
3,541
Q2 2025 Reduced 3.36%
$86B
$1.39 Billion 0.17% of portfolio
20,174
Q2 2025 Added 19.39%
$63.6B
$1.36 Billion 0.17% of portfolio
1,810
Q2 2025 Reduced 1.2%
$18.4B
$1.32 Billion 0.16% of portfolio
7,481
Q2 2025 Reduced 14.84%
$55.9B
$1.3 Billion 0.16% of portfolio
6,473
Q2 2025 Reduced 3.56%
$96.6B
$1.3 Billion 0.16% of portfolio
1,860
Q4 2024 Reduced 17.15%

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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