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
$23.6B
$462 Million 0.06% of portfolio
82,372
Q1 2025 Added 505.32%
$131B
$483 Million 0.06% of portfolio
17,219
Q1 2025 Reduced 4.11%
$13.6B
$510 Million 0.06% of portfolio
4,903
Q1 2025 Added 31.66%
$32B
$472 Million 0.06% of portfolio
8,728
Q1 2025 Reduced 5.01%
$153B
$490 Million 0.06% of portfolio
13,290
Q1 2025 Reduced 1.05%
$4.18B
$510 Million 0.06% of portfolio
7,337
Q1 2025 Reduced 5.11%
$101B
$484 Million 0.06% of portfolio
31,321
Q1 2025 Added 1.1%
$36.6B
$468 Million 0.06% of portfolio
12,606
Q1 2025 Added 66.94%
$9.37B
$442 Million 0.06% of portfolio
9,563
Q1 2025 Reduced 7.64%
-
$488 Million 0.06% of portfolio
-
Q1 2025 Reduced 7.64%
$28B
$496 Million 0.06% of portfolio
4,859
Q1 2025 Added 0.79%
$122B
$503 Million 0.06% of portfolio
3,600
Q4 2024 Added 125.0%
$16.5B
$455 Million 0.06% of portfolio
7,495
Q1 2025 Reduced 14.55%
$31.9B
$492 Million 0.06% of portfolio
1,294
Q1 2025 Reduced 1.82%
$38.7B
$499 Million 0.06% of portfolio
2,750
Q2 2023 Reduced 20.54%
$23.8B
$441 Million 0.06% of portfolio
20,343
Q1 2025 Reduced 1.35%
$18.8B
$463 Million 0.06% of portfolio
7,070
Q1 2025 Reduced 4.29%
$44.6B
$505 Million 0.06% of portfolio
3,863
Q1 2025 Added 0.76%
$246B
$505 Million 0.06% of portfolio
4,532
Q4 2024 Added 519.13%
$17.2B
$446 Million 0.06% of portfolio
3,563
Q4 2024 Reduced 2.84%
$9.74B
$478 Million 0.06% of portfolio
2,951
Q1 2025 Added 37.19%
$4.45B
$508 Million 0.06% of portfolio
9,660
Q1 2025 New
$10.8B
$509 Million 0.06% of portfolio
23,154
Q1 2025 Added 241.55%
$60.2B
$472 Million 0.06% of portfolio
3,820
Q4 2024 Reduced 13.22%
$54.7B
$452 Million 0.06% of portfolio
2,648
Q1 2025 Reduced 46.89%
$18.7B
$437 Million 0.05% of portfolio
5,925
Q1 2025 Reduced 47.09%
$20.1B
$429 Million 0.05% of portfolio
33,992
Q1 2025 Added 170.57%
$14.7B
$409 Million 0.05% of portfolio
2,300
Q4 2024 New
$12.2B
$402 Million 0.05% of portfolio
11,459
Q1 2025 Added 5.35%
$4.19B
$363 Million 0.05% of portfolio
4,806
Q4 2024 Reduced 27.48%
$0
$416 Million 0.05% of portfolio
1,453
Q1 2025 Reduced 2.74%
$23.9B
$379 Million 0.05% of portfolio
-
Q1 2025 Reduced 3.21%
$14.5B
$379 Million 0.05% of portfolio
1,042
Q3 2024 Added 10.62%
$15.6B
$384 Million 0.05% of portfolio
6,019
Q3 2024 Added 9.92%
$10.3B
$430 Million 0.05% of portfolio
26,872
Q1 2025 Reduced 1.27%
$25.1B
$399 Million 0.05% of portfolio
2,498
Q3 2024 Reduced 4.91%
$26.8B
$410 Million 0.05% of portfolio
77,817
Q1 2025 Added 103,656.0%
$9.52B
$425 Million 0.05% of portfolio
904
Q1 2025 Added 0.67%
$18.1B
$385 Million 0.05% of portfolio
30,430
Q4 2024 Added 400.0%
$30.2B
$409 Million 0.05% of portfolio
16,110
Q4 2024 Added 400.0%
$3.93B
$418 Million 0.05% of portfolio
8,986
Q1 2025 Added 0.91%
$143B
$375 Million 0.05% of portfolio
56,003
Q1 2025 New
$167B
$372 Million 0.05% of portfolio
747
Q2 2024 Reduced 11.81%
$77.1B
$381 Million 0.05% of portfolio
3,986
Q1 2025 Added 1,997.89%
$9.38B
$283 Million 0.04% of portfolio
10,437
Q3 2024 Added 12.06%
$43.9B
$295 Million 0.04% of portfolio
3,390
Q4 2024 Reduced 18.94%
$8.45B
$314 Million 0.04% of portfolio
17,449
Q2 2022 Added 138.7%
$47.7B
$282 Million 0.04% of portfolio
2,705
Q4 2024 Reduced 12.26%
$19.9B
$358 Million 0.04% of portfolio
3,160
Q1 2025 Reduced 23.41%

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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