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
$60.6B
$229 Million 0.03% of portfolio
3,498
Q1 2025 Reduced 0.29%
$93.6B
$267 Million 0.03% of portfolio
1,948
Q1 2025 Reduced 0.71%
$6.82B
$214 Million 0.03% of portfolio
30,118
Q1 2025 Added 3,948.12%
$8.81B
$275 Million 0.03% of portfolio
4,170
Q1 2025 Added 178.56%
$3.35B
$245 Million 0.03% of portfolio
14,383
Q1 2025 Reduced 17.42%
$5.14B
$262 Million 0.03% of portfolio
5,439
Q1 2025 Reduced 48.91%
$112B
$206 Million 0.03% of portfolio
4,812
Q2 2024 Reduced 17.6%
$51.7B
$229 Million 0.03% of portfolio
8,457
Q1 2025 Reduced 52.12%
$182B
$224 Million 0.03% of portfolio
6,035
Q4 2024 Added 270.02%
$8.31B
$221 Million 0.03% of portfolio
3,628
Q4 2024 Reduced 8.11%
$7.24B
$275 Million 0.03% of portfolio
9,082
Q2 2024 Reduced 35.42%
$5.69B
$215 Million 0.03% of portfolio
2,140
Q1 2025 Reduced 71.99%
$115B
$203 Million 0.03% of portfolio
4,911
Q1 2025 Added 5,610.47%
$23B
$227 Million 0.03% of portfolio
6,262
Q4 2024 Reduced 46.1%
$296B
$251 Million 0.03% of portfolio
1,500
Q4 2024 New
$223M
$210 Million 0.03% of portfolio
4,497
Q4 2024 Reduced 32.5%
$17.9B
$243 Million 0.03% of portfolio
1,306
Q1 2025 Reduced 14.3%
$42.1B
$141 Million 0.02% of portfolio
1,364
Q4 2024 Added 9,642.86%
$75.9B
$126 Million 0.02% of portfolio
519
Q1 2022 Added 92.94%
$262B
$140 Million 0.02% of portfolio
3,391
Q1 2025 New
$15.5B
$144 Million 0.02% of portfolio
4,639
Q1 2025 New
$7.11B
$129 Million 0.02% of portfolio
2,646
Q1 2025 New
$17.9B
$138 Million 0.02% of portfolio
19,739
Q1 2025 Added 223.22%
$36.1B
$137 Million 0.02% of portfolio
3,133
Q1 2025 Added 241.66%
$12.8B
$163 Million 0.02% of portfolio
1,826
Q1 2025 Added 82.6%
$72.5B
$127 Million 0.02% of portfolio
4,318
Q1 2025 Reduced 9.55%
$2.5B
$125 Million 0.02% of portfolio
6,501
Q1 2025 New
$10B
$188 Million 0.02% of portfolio
659
Q3 2024 Added 39.32%
$20.2B
$153 Million 0.02% of portfolio
1,818
Q3 2024 Reduced 3.61%
$142B
$146 Million 0.02% of portfolio
713
Q4 2024 Reduced 27.83%
$3.96B
$173 Million 0.02% of portfolio
12,464
Q1 2025 Added 1,225.96%
$200B
$172 Million 0.02% of portfolio
1,149
Q4 2024 Added 9.53%
$9.94B
$134 Million 0.02% of portfolio
7,045
Q1 2025 Reduced 34.84%
$11B
$122 Million 0.02% of portfolio
1,209
Q1 2025 Added 3.07%
$80.7B
$149 Million 0.02% of portfolio
5,618
Q1 2025 Added 10.92%
$73.4B
$185 Million 0.02% of portfolio
-
Q1 2024 New
$10.1B
$156 Million 0.02% of portfolio
3,659
Q1 2025 Added 18.8%
$11.2B
$120 Million 0.02% of portfolio
608
Q1 2025 Reduced 63.61%
$59.4B
$131 Million 0.02% of portfolio
538
Q1 2024 Reduced 74.0%
$127B
$185 Million 0.02% of portfolio
1,596
Q1 2025 Reduced 89.22%
$90.6B
$148 Million 0.02% of portfolio
3,350
Q1 2025 Added 91.43%
$5.65B
$124 Million 0.02% of portfolio
6,705
Q4 2024 Reduced 5.84%
$26.5B
$132 Million 0.02% of portfolio
1,339
Q1 2025 New
$7.71B
$144 Million 0.02% of portfolio
5,404
Q1 2025 Reduced 60.9%
$19.1B
$171 Million 0.02% of portfolio
27,803
Q1 2025 Reduced 8.76%
$91.9B
$130 Million 0.02% of portfolio
5,370
Q2 2024 Reduced 52.02%
$91.9B
$136 Million 0.02% of portfolio
2,147
Q3 2024 Added 4,468.09%
$7.14B
$129 Million 0.02% of portfolio
718
Q1 2025 Added 734.88%
$11.6B
$186 Million 0.02% of portfolio
6,824
Q3 2024 Reduced 42.98%

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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