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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.72 Billion 0.46% of portfolio
66,153
Q1 2025 Added 7.7%
$0
$3.58 Billion 0.45% of portfolio
166,188
Q1 2025 Reduced 2.39%
$0
$3.49 Billion 0.44% of portfolio
63,439
Q1 2025 Added 67.98%
$102B
$3.48 Billion 0.43% of portfolio
5,167
Q1 2025 Reduced 7.58%
$0
$3.41 Billion 0.43% of portfolio
36,968
Q1 2025 Added 33.55%
$153B
$3.33 Billion 0.42% of portfolio
7,088
Q1 2025 Added 0.44%
$196B
$3.36 Billion 0.42% of portfolio
118,980
Q1 2025 Reduced 14.02%
$0
$3.2 Billion 0.4% of portfolio
122,328
Q1 2025 Reduced 8.18%
$0
$2.94 Billion 0.37% of portfolio
54,410
Q1 2025 Reduced 56.36%
$0
$2.89 Billion 0.36% of portfolio
22,271
Q1 2025 Added 17.08%
$181B
$2.82 Billion 0.35% of portfolio
62,189
Q1 2025 Added 14.65%
$0
$2.61 Billion 0.33% of portfolio
38,081
Q1 2025 Reduced 2.98%
$1.45T
$2.65 Billion 0.33% of portfolio
4,598
Q1 2025 Reduced 0.09%
$110B
$2.64 Billion 0.33% of portfolio
3,890
Q4 2024 Reduced 0.51%
$0
$2.54 Billion 0.32% of portfolio
11,606
Q1 2025 Reduced 11.95%
$0
$2.56 Billion 0.32% of portfolio
13,176
Q1 2025 Added 0.76%
$0
$2.46 Billion 0.31% of portfolio
35,949
Q1 2025 Reduced 15.49%
$0
$2.4 Billion 0.3% of portfolio
40,432
Q1 2025 Reduced 55.65%
$139B
$2.41 Billion 0.3% of portfolio
16,597
Q1 2025 Reduced 6.63%
$0
$2.39 Billion 0.3% of portfolio
39,402
Q1 2025 Added 3.8%
$453B
$2.4 Billion 0.3% of portfolio
3
Q1 2025 New
$300B
$2.34 Billion 0.29% of portfolio
8,792
Q1 2025 Added 7.69%
$0
$2.28 Billion 0.29% of portfolio
106,215
Q1 2025 Added 40.28%
$0
$2.23 Billion 0.28% of portfolio
36,107
Q1 2025 Added 51.89%
$336B
$2.27 Billion 0.28% of portfolio
20,902
Q1 2025 Reduced 35.29%
$0
$2.24 Billion 0.28% of portfolio
14,806
Q1 2025 Reduced 6.18%
Lam Research Corp
-
$2.2 Billion 0.27% of portfolio
-
Q1 2025 Reduced 0.81%
$177B
$2.13 Billion 0.27% of portfolio
11,862
Q4 2024 Added 2,467.53%
$149B
$2.1 Billion 0.26% of portfolio
6,752
Q4 2024 Added 455.72%
$48.7B
$1.97 Billion 0.25% of portfolio
7,754
Q1 2025 Reduced 4.08%
$0
$2.02 Billion 0.25% of portfolio
32,504
Q1 2025 Reduced 11.94%
$0
$2.01 Billion 0.25% of portfolio
31,565
Q1 2025 Reduced 3.56%
$231B
$1.99 Billion 0.25% of portfolio
14,971
Q4 2024 Added 931.77%
$470M
$1.94 Billion 0.24% of portfolio
223,512
Q4 2024 New
$0
$1.95 Billion 0.24% of portfolio
38,191
Q1 2025 Reduced 6.94%
$15.5B
$1.93 Billion 0.24% of portfolio
5,700
Q4 2024 New
$0
$1.86 Billion 0.23% of portfolio
19,905
Q1 2025 Added 18.5%
$130B
$1.79 Billion 0.22% of portfolio
6,582
Q4 2024 Reduced 0.93%
$0
$1.77 Billion 0.22% of portfolio
35,373
Q1 2025 Added 3,778.62%
$99.9B
$1.79 Billion 0.22% of portfolio
29,286
Q1 2025 Added 55.9%
$0
$1.65 Billion 0.21% of portfolio
6,383
Q4 2024 Added 0.14%
$773B
$1.68 Billion 0.21% of portfolio
6,854
Q1 2025 Reduced 10.45%
$105B
$1.71 Billion 0.21% of portfolio
19,688
Q1 2025 Added 0.73%
$0
$1.66 Billion 0.21% of portfolio
20,372
Q1 2025 Reduced 8.43%
$684B
$1.63 Billion 0.2% of portfolio
1,976
Q4 2024 Reduced 1.64%
$92B
$1.59 Billion 0.2% of portfolio
3,664
Q4 2024 Reduced 19.56%
$260B
$1.57 Billion 0.2% of portfolio
25,455
Q1 2025 Added 12.38%
Pimco Gurtin California Municipal Opportunistic Va
-
$1.63 Billion 0.2% of portfolio
-
Q1 2025 New
$324B
$1.49 Billion 0.19% of portfolio
7,106
Q4 2024 Added 405.41%

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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