Atlas Capital Advisors LLC Portfolio Holdings

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025

Atlas Capital Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $819 Billion distributed in 990 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $43.9B, Vanguard Ftse Europe ETF Ftse with a value of $32.7B, Palomar Holdings, Inc. with a value of $21.8B, Vanguard Intl Eqty Ftse All Wo with a value of $17.6B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $16.3B.

Examining the 13F form we can see an increase of $18.2B in the current position value, from $800B to 819B.

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 $819 Billion
ETFs: $433 Billion
Technology: $85.4 Billion
Financial Services: $75.8 Billion
Consumer Defensive: $60.6 Billion
Healthcare: $32.1 Billion
Communication Services: $31.5 Billion
Industrials: $29.5 Billion
Consumer Cyclical: $27.7 Billion
Other: $17.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$642M
$1.94 Billion 0.24% of portfolio
223,512
Q4 2024 New
$1.59B
$406 Million 0.05% of portfolio
48,060
Q2 2025 Reduced 5.45%
$485M
$248 Million 0.03% of portfolio
4,410
Q1 2025 Reduced 49.35%
$961M
$46.4 Million 0.01% of portfolio
5,000
Q4 2024 New
$1.23B
$14.3 Million 0.0% of portfolio
1,234
Q4 2024 New
$797M
$2.91 Million 0.0% of portfolio
300
Q4 2024 New
$494M
$149,000 0.0% of portfolio
16
Q4 2024 New
$1.5B
$432,000 0.0% of portfolio
51
Q1 2024 New
$1.09B
$242,000 0.0% of portfolio
20
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 990
  • Current Value $819 Billion
  • Prior Value $800 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 374 stocks
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