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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.91 Billion 0.48% of portfolio
61,996
Q2 2025 Reduced 2.27%
$253B
$3.68 Billion 0.45% of portfolio
12,490
Q2 2025 Reduced 19.94%
$0
$3.72 Billion 0.45% of portfolio
19,098
Q2 2025 Reduced 51.51%
$138B
$3.6 Billion 0.44% of portfolio
7,082
Q2 2025 Reduced 0.08%
$182B
$3.63 Billion 0.44% of portfolio
29,489
Q2 2025 Added 49.78%
$201B
$3.54 Billion 0.43% of portfolio
122,417
Q2 2025 Added 2.89%
$0
$3.42 Billion 0.42% of portfolio
143,426
Q2 2025 Reduced 13.7%
$111B
$3.39 Billion 0.41% of portfolio
4,624
Q2 2025 Reduced 10.51%
$465B
$3.33 Billion 0.41% of portfolio
21,086
Q2 2025 Added 0.88%
$153B
$3.23 Billion 0.39% of portfolio
3,605
Q2 2025 Reduced 7.33%
$0
$3.21 Billion 0.39% of portfolio
53,437
Q2 2025 Reduced 1.79%
$0
$3.1 Billion 0.38% of portfolio
46,186
Q2 2025 Added 17.22%
$0
$3.14 Billion 0.38% of portfolio
48,474
Q2 2025 Reduced 26.72%
$176B
$2.93 Billion 0.36% of portfolio
16,008
Q2 2025 Reduced 3.55%
$0
$2.92 Billion 0.36% of portfolio
37,608
Q2 2025 Reduced 1.24%
$0
$2.91 Billion 0.36% of portfolio
21,591
Q2 2025 Reduced 42.71%
$281B
$2.84 Billion 0.35% of portfolio
40,879
Q2 2025 Added 60.59%
$185B
$2.79 Billion 0.34% of portfolio
64,546
Q2 2025 Added 3.79%
$0
$2.78 Billion 0.34% of portfolio
98,983
Q2 2025 Reduced 19.08%
$1.65T
$2.71 Billion 0.33% of portfolio
3,669
Q2 2025 Reduced 20.2%
$0
$2.72 Billion 0.33% of portfolio
13,295
Q2 2025 Added 0.9%
$59.3B
$2.59 Billion 0.32% of portfolio
6,848
Q2 2025 Reduced 11.68%
$29.2B
$2.43 Billion 0.3% of portfolio
11,162
Q2 2025 Reduced 2.41%
Lam Research Corp
-
$2.48 Billion 0.3% of portfolio
-
Q2 2025 Reduced 15.71%
$177B
$2.46 Billion 0.3% of portfolio
11,862
Q4 2024 Added 2,467.53%
$0
$2.41 Billion 0.29% of portfolio
44,135
Q2 2025 Added 78.56%
$0
$2.38 Billion 0.29% of portfolio
32,714
Q2 2025 Added 3.64%
$0
$2.31 Billion 0.28% of portfolio
28,253
Q2 2025 Reduced 12.74%
$19.7B
$2.32 Billion 0.28% of portfolio
5,700
Q4 2024 New
$452B
$2.19 Billion 0.27% of portfolio
3
Q1 2025 New
$0
$2.24 Billion 0.27% of portfolio
33,167
Q2 2025 Reduced 8.14%
$235B
$2.05 Billion 0.25% of portfolio
15,039
Q2 2025 Added 0.45%
$560M
$1.94 Billion 0.24% of portfolio
223,512
Q4 2024 New
$149B
$1.95 Billion 0.24% of portfolio
5,449
Q2 2025 Reduced 17.21%
$925B
$1.98 Billion 0.24% of portfolio
6,818
Q2 2025 Reduced 0.53%
$0
$1.95 Billion 0.24% of portfolio
8,905
Q2 2025 Reduced 23.27%
$120B
$1.96 Billion 0.24% of portfolio
20,889
Q2 2025 Reduced 17.8%
$298B
$1.85 Billion 0.23% of portfolio
7,770
Q2 2025 Reduced 11.62%
$0
$1.85 Billion 0.23% of portfolio
15,559
Q2 2025 Reduced 30.14%
$26.2B
$1.86 Billion 0.23% of portfolio
37,325
Q2 2025 Reduced 2.63%
$0
$1.92 Billion 0.23% of portfolio
27,968
Q2 2025 Reduced 13.96%
$151B
$1.88 Billion 0.23% of portfolio
6,721
Q2 2025 Reduced 0.46%
$0
$1.79 Billion 0.22% of portfolio
34,041
Q2 2025 Reduced 10.87%
$36.7B
$1.64 Billion 0.2% of portfolio
13,392
Q2 2025 Reduced 2.99%
$0
$1.64 Billion 0.2% of portfolio
23,728
Q1 2025 Reduced 41.25%
$0
$1.54 Billion 0.19% of portfolio
24,028
Q2 2025 Reduced 33.16%
Te Connectivity LTD
-
$1.58 Billion 0.19% of portfolio
-
Q2 2025 Added 8.35%
$0
$1.58 Billion 0.19% of portfolio
12,285
Q2 2025 Added 0.37%
$280B
$1.47 Billion 0.18% of portfolio
15,048
Q2 2025 Reduced 5.57%

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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