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
$93.6B
$287 Million 0.04% of portfolio
12,650
Q1 2025 Added 22.86%
$215B
$312 Million 0.04% of portfolio
4,240
Q1 2025 Added 3.47%
$27.7B
$301 Million 0.04% of portfolio
1,642
Q1 2025 Reduced 1.56%
$12.6B
$341 Million 0.04% of portfolio
4,256
Q4 2024 New
$0
$300 Million 0.04% of portfolio
9,713
Q1 2025 Reduced 6.66%
$35.8B
$317 Million 0.04% of portfolio
10,276
Q2 2024 Added 88.17%
$10.9B
$303 Million 0.04% of portfolio
3,307
Q1 2025 Added 37.51%
$11.7B
$348 Million 0.04% of portfolio
2,418
Q1 2025 Added 62.72%
$140B
$299 Million 0.04% of portfolio
1,265
Q1 2025 Added 4.2%
$5.05B
$297 Million 0.04% of portfolio
47,690
Q1 2025 Added 9.03%
$28.3B
$317 Million 0.04% of portfolio
1,476
Q4 2024 New
$92.5B
$282 Million 0.04% of portfolio
660
Q1 2025 Reduced 12.93%
$61.7B
$287 Million 0.04% of portfolio
3,574
Q1 2025 Added 102.61%
$35.4B
$359 Million 0.04% of portfolio
18,398
Q1 2025 Added 95.16%
$42.7B
$347 Million 0.04% of portfolio
7,538
Q1 2025 Added 112.4%
$30.3B
$298 Million 0.04% of portfolio
5,487
Q3 2022 Reduced 0.6%
$29.8B
$310 Million 0.04% of portfolio
5,182
Q1 2025 Reduced 9.71%
$11.7B
$290 Million 0.04% of portfolio
56,684
Q1 2025 Reduced 18.91%
$11.1B
$348 Million 0.04% of portfolio
8,656
Q1 2025 Reduced 4.95%
$8.34B
$353 Million 0.04% of portfolio
7,005
Q1 2025 Added 1,061.69%
$10.7B
$359 Million 0.04% of portfolio
20,273
Q1 2025 Added 4.84%
$1.78B
$321 Million 0.04% of portfolio
50,832
Q1 2025 Reduced 1.29%
-
$239 Million 0.03% of portfolio
-
Q1 2023 Added 20.0%
$6.42B
$252 Million 0.03% of portfolio
2,164
Q1 2025 Reduced 9.38%
$7.33B
$264 Million 0.03% of portfolio
12,800
Q1 2025 Added 67.65%
$609B
$211 Million 0.03% of portfolio
3,301
Q2 2024 Added 55.78%
$38.4B
$213 Million 0.03% of portfolio
1,910
Q1 2025 Reduced 60.97%
$171B
$267 Million 0.03% of portfolio
1,741
Q1 2025 Reduced 4.02%
$479M
$214 Million 0.03% of portfolio
4,410
Q1 2025 Reduced 49.35%
$256B
$230 Million 0.03% of portfolio
3,143
Q1 2025 Added 1.22%
$40B
$229 Million 0.03% of portfolio
3,602
Q1 2025 Added 1.98%
$0
$209 Million 0.03% of portfolio
18,000
Q1 2021 New
-
$225 Million 0.03% of portfolio
-
Q2 2022 Added 194.12%
$11.6B
$207 Million 0.03% of portfolio
1,749
Q1 2025 Reduced 1.69%
$5.91B
$239 Million 0.03% of portfolio
4,763
Q1 2025 New
$24.6B
$252 Million 0.03% of portfolio
32,534
Q1 2025 Added 23.96%
$11.4B
$211 Million 0.03% of portfolio
5,376
Q1 2025 Added 249.77%
$24.7B
$238 Million 0.03% of portfolio
3,377
Q1 2025 Added 166.54%
$77.1B
$205 Million 0.03% of portfolio
2,204
Q1 2025 Added 2.04%
$239B
$218 Million 0.03% of portfolio
1,871
Q2 2024 Reduced 2.35%
$11.2B
$205 Million 0.03% of portfolio
1,093
Q1 2025 Reduced 55.41%
$0
$217 Million 0.03% of portfolio
9,000
Q1 2021 New
$14.4B
$275 Million 0.03% of portfolio
3,319
Q3 2024 Reduced 15.42%
-
$206 Million 0.03% of portfolio
15,774
Q1 2025 Reduced 17.34%
$84.9B
$254 Million 0.03% of portfolio
6,541
Q1 2025 Reduced 27.78%
$18.1B
$259 Million 0.03% of portfolio
3,584
Q4 2023 Reduced 4.86%
-
$258 Million 0.03% of portfolio
-
Q4 2024 Added 78.24%
$14.8B
$206 Million 0.03% of portfolio
-
Q2 2024 New
$6.69B
$259 Million 0.03% of portfolio
8,559
Q1 2025 Added 0.88%

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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