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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$375B
$47 Billion 5.87% of portfolio
275,506
Q1 2025 Reduced 1.7%
$3.48B
$19.4 Billion 2.42% of portfolio
141,284
Q4 2024 Added 175.49%
$3.45T
$16.9 Billion 2.12% of portfolio
76,257
Q1 2025 Reduced 2.5%
$3.77T
$12.9 Billion 1.61% of portfolio
34,340
Q1 2025 Reduced 39.6%
$2.32T
$9 Billion 1.12% of portfolio
47,293
Q1 2025 Added 1.69%
$575B
$8.55 Billion 1.07% of portfolio
24,400
Q4 2024 Added 1,425.0%
$622B
$6.28 Billion 0.78% of portfolio
11,791
Q1 2025 Added 1.73%
$1.14T
$6.13 Billion 0.77% of portfolio
39,670
Q1 2025 Added 0.47%
$417B
$5.81 Billion 0.73% of portfolio
6,146
Q4 2024 Added 931.21%
$1.17T
$5.72 Billion 0.71% of portfolio
36,582
Q1 2025 Added 0.83%
$60.1B
$5.36 Billion 0.67% of portfolio
8,458
Q1 2025 Reduced 0.09%
$253B
$3.88 Billion 0.48% of portfolio
15,601
Q1 2025 Reduced 7.28%
$102B
$3.48 Billion 0.43% of portfolio
5,167
Q1 2025 Reduced 7.58%
$153B
$3.33 Billion 0.42% of portfolio
7,088
Q1 2025 Added 0.44%
$195B
$3.36 Billion 0.42% of portfolio
118,980
Q1 2025 Reduced 14.02%
$180B
$2.82 Billion 0.35% of portfolio
62,189
Q1 2025 Added 14.65%
$126B
$2.64 Billion 0.33% of portfolio
3,890
Q4 2024 Reduced 0.51%
$161B
$2.41 Billion 0.3% of portfolio
16,597
Q1 2025 Reduced 6.63%
$429B
$2.4 Billion 0.3% of portfolio
3
Q1 2025 New
$290B
$2.34 Billion 0.29% of portfolio
8,792
Q1 2025 Added 7.69%
$416B
$2.27 Billion 0.28% of portfolio
20,902
Q1 2025 Reduced 35.29%
$177B
$2.13 Billion 0.27% of portfolio
11,862
Q4 2024 Added 2,467.53%
$164B
$2.1 Billion 0.26% of portfolio
6,752
Q4 2024 Added 455.72%
$56.5B
$1.97 Billion 0.25% of portfolio
7,754
Q1 2025 Reduced 4.08%
$220B
$1.99 Billion 0.25% of portfolio
14,971
Q4 2024 Added 931.77%
$491M
$1.94 Billion 0.24% of portfolio
223,512
Q4 2024 New
$15.5B
$1.93 Billion 0.24% of portfolio
5,700
Q4 2024 New
$148B
$1.79 Billion 0.22% of portfolio
6,582
Q4 2024 Reduced 0.93%
$102B
$1.79 Billion 0.22% of portfolio
29,286
Q1 2025 Added 55.9%
$855B
$1.68 Billion 0.21% of portfolio
6,854
Q1 2025 Reduced 10.45%
$119B
$1.71 Billion 0.21% of portfolio
19,688
Q1 2025 Added 0.73%
$738B
$1.63 Billion 0.2% of portfolio
1,976
Q4 2024 Reduced 1.64%
$67.5B
$1.59 Billion 0.2% of portfolio
3,664
Q4 2024 Reduced 19.56%
$280B
$1.57 Billion 0.2% of portfolio
25,455
Q1 2025 Added 12.38%
$331B
$1.49 Billion 0.19% of portfolio
7,106
Q4 2024 Added 405.41%
$29.7B
$1.56 Billion 0.19% of portfolio
11,438
Q1 2025 Added 9.32%
$16.1B
$1.47 Billion 0.18% of portfolio
18,041
Q1 2025 Added 13.69%
$52B
$1.44 Billion 0.18% of portfolio
21,302
Q1 2025 Added 15.97%
$260B
$1.4 Billion 0.17% of portfolio
15,935
Q4 2024 Reduced 4.05%
$267B
$1.37 Billion 0.17% of portfolio
2,608
Q2 2024 Reduced 1.51%
$53.4B
$1.39 Billion 0.17% of portfolio
6,712
Q1 2025 Added 197.25%
$69.5B
$1.35 Billion 0.17% of portfolio
28,653
Q1 2025 Added 7.98%
$8.29B
$1.34 Billion 0.17% of portfolio
14,002
Q1 2025 Added 10.78%
$23.7B
$1.27 Billion 0.16% of portfolio
38,333
Q1 2025 Added 10.51%
$107B
$1.27 Billion 0.16% of portfolio
21,143
Q1 2025 Reduced 4.0%
$7.4B
$1.25 Billion 0.16% of portfolio
10,905
Q4 2024 New
$32.2B
$1.26 Billion 0.16% of portfolio
13,805
Q1 2025 Reduced 20.57%
$41.2B
$1.2 Billion 0.15% of portfolio
8,685
Q1 2025 Added 16.28%
$17.8B
$1.18 Billion 0.15% of portfolio
4,425
Q1 2025 Added 13.23%

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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