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
$45.8B
$1.16 Billion 0.15% of portfolio
25,411
Q1 2025 Reduced 4.11%
$61.4B
$1.21 Billion 0.15% of portfolio
4,558
Q1 2025 Added 890.87%
$18.9B
$1.18 Billion 0.15% of portfolio
8,785
Q1 2025 Reduced 1.1%
$104B
$1.14 Billion 0.14% of portfolio
3,305
Q1 2025 Reduced 2.65%
$17.2B
$1.16 Billion 0.14% of portfolio
20,437
Q1 2025 Added 38.13%
$79.5B
$1.1 Billion 0.14% of portfolio
5,001
Q1 2025 Reduced 5.25%
$83.1B
$1.14 Billion 0.14% of portfolio
16,898
Q1 2025 Added 1,463.18%
$223B
$1.14 Billion 0.14% of portfolio
11,563
Q4 2024 Added 18,253.97%
$92.9B
$1.13 Billion 0.14% of portfolio
1,860
Q4 2024 Reduced 17.15%
$39.1B
$1.08 Billion 0.14% of portfolio
14,175
Q1 2025 Added 15.67%
$136B
$1.14 Billion 0.14% of portfolio
10,147
Q1 2025 Added 17.41%
$56.6B
$1.15 Billion 0.14% of portfolio
1,832
Q4 2024 Reduced 5.62%
$671B
$1.14 Billion 0.14% of portfolio
8,157
Q1 2025 Reduced 2.03%
$8.21B
$1.12 Billion 0.14% of portfolio
11,208
Q1 2025 Added 18.48%
$255B
$1.05 Billion 0.13% of portfolio
59,611
Q1 2025 Added 0.49%
$11.4B
$1.03 Billion 0.13% of portfolio
6,512
Q3 2024 Added 116.35%
$88.1B
$1.06 Billion 0.13% of portfolio
25,413
Q1 2025 Added 0.59%
$75.8B
$1.04 Billion 0.13% of portfolio
8,851
Q4 2024 Reduced 9.66%
$75.3B
$1.03 Billion 0.13% of portfolio
66,873
Q1 2025 Reduced 14.94%
$10.7B
$1.04 Billion 0.13% of portfolio
19,006
Q1 2025 Added 20.66%
$426B
$955 Million 0.12% of portfolio
5,761
Q4 2024 Added 9,344.26%
$31.6B
$940 Million 0.12% of portfolio
17,748
Q1 2025 Added 13.75%
$4.65B
$925 Million 0.12% of portfolio
24,255
Q1 2025 Added 23.53%
$38.4B
$974 Million 0.12% of portfolio
3,504
Q1 2025 Added 14.62%
$87.9B
$939 Million 0.12% of portfolio
6,397
Q1 2025 Reduced 11.91%
$14.3B
$924 Million 0.12% of portfolio
34,812
Q1 2025 Added 2.12%
$3.67B
$846 Million 0.11% of portfolio
14,597
Q1 2025 New
$15.6B
$842 Million 0.11% of portfolio
4,979
Q1 2025 Added 0.4%
$11.8B
$893 Million 0.11% of portfolio
6,778
Q1 2025 New
$19.8B
$904 Million 0.11% of portfolio
17,349
Q1 2025 Added 310.24%
$24.9B
$861 Million 0.11% of portfolio
8,378
Q1 2025 Reduced 5.7%
$8.88B
$868 Million 0.11% of portfolio
27,636
Q1 2025 Added 31.08%
$13.1B
$872 Million 0.11% of portfolio
5,699
Q1 2025 Reduced 1.13%
$34.7B
$782 Million 0.1% of portfolio
8,197
Q1 2025 Added 23.6%
$13.2B
$788 Million 0.1% of portfolio
4,003
Q1 2025 Added 7.0%
$59.8B
$835 Million 0.1% of portfolio
41,603
Q1 2025 Added 0.5%
$8.82B
$798 Million 0.1% of portfolio
5,899
Q1 2025 Added 23.31%
$27.9B
$820 Million 0.1% of portfolio
7,140
Q1 2025 Reduced 8.46%
$38.9B
$797 Million 0.1% of portfolio
6,443
Q1 2025 Added 95.07%
$13.6B
$810 Million 0.1% of portfolio
34,548
Q1 2025 Added 97.17%
$23.1B
$801 Million 0.1% of portfolio
25,386
Q1 2025 Added 1,178.89%
$61.6B
$788 Million 0.1% of portfolio
2,138
Q1 2025 Added 48.16%
$115B
$824 Million 0.1% of portfolio
26,894
Q4 2024 Reduced 11.29%
$29.8B
$777 Million 0.1% of portfolio
11,259
Q1 2025 Added 382.39%
$19.8B
$769 Million 0.1% of portfolio
6,158
Q4 2024 Reduced 21.79%
$6.52B
$798 Million 0.1% of portfolio
17,775
Q1 2025 Added 1.1%
$28.7B
$705 Million 0.09% of portfolio
8,199
Q1 2025 Reduced 5.63%
$51B
$706 Million 0.09% of portfolio
17,166
Q1 2025 Added 0.72%
$3.92B
$725 Million 0.09% of portfolio
29,657
Q1 2025 Added 567.05%

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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