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
$22.6B
$1.56 Billion 0.19% of portfolio
11,438
Q1 2025 Added 9.32%
$0
$1.47 Billion 0.18% of portfolio
23,728
Q1 2025 Reduced 41.25%
$16.1B
$1.47 Billion 0.18% of portfolio
18,041
Q1 2025 Added 13.69%
$48.5B
$1.44 Billion 0.18% of portfolio
21,302
Q1 2025 Added 15.97%
$0
$1.42 Billion 0.18% of portfolio
12,240
Q1 2025 Added 5.15%
$264B
$1.4 Billion 0.17% of portfolio
15,935
Q4 2024 Reduced 4.05%
$279B
$1.37 Billion 0.17% of portfolio
2,608
Q2 2024 Reduced 1.51%
$55.4B
$1.39 Billion 0.17% of portfolio
6,712
Q1 2025 Added 197.25%
$68.4B
$1.35 Billion 0.17% of portfolio
28,653
Q1 2025 Added 7.98%
$10B
$1.34 Billion 0.17% of portfolio
14,002
Q1 2025 Added 10.78%
$0
$1.24 Billion 0.16% of portfolio
28,148
Q1 2025 Reduced 9.04%
$19.1B
$1.27 Billion 0.16% of portfolio
38,333
Q1 2025 Added 10.51%
$0
$1.31 Billion 0.16% of portfolio
2,795
Q1 2025 Added 185.5%
$0
$1.29 Billion 0.16% of portfolio
32,701
Q1 2025 Added 6.22%
$107B
$1.27 Billion 0.16% of portfolio
21,143
Q1 2025 Reduced 4.0%
$8.32B
$1.25 Billion 0.16% of portfolio
10,905
Q4 2024 New
$29.5B
$1.26 Billion 0.16% of portfolio
13,805
Q1 2025 Reduced 20.57%
$0
$1.2 Billion 0.15% of portfolio
42,936
Q1 2025 Added 9.59%
$40.1B
$1.2 Billion 0.15% of portfolio
8,685
Q1 2025 Added 16.28%
$0
$1.24 Billion 0.15% of portfolio
23,762
Q1 2025 Reduced 5.51%
$17B
$1.18 Billion 0.15% of portfolio
4,425
Q1 2025 Added 13.23%
$41.8B
$1.16 Billion 0.15% of portfolio
25,411
Q1 2025 Reduced 4.11%
Te Connectivity LTD
-
$1.22 Billion 0.15% of portfolio
-
Q1 2025 Added 0.26%
$64.1B
$1.21 Billion 0.15% of portfolio
4,558
Q1 2025 Added 890.87%
$17.8B
$1.18 Billion 0.15% of portfolio
8,785
Q1 2025 Reduced 1.1%
$0
$1.19 Billion 0.15% of portfolio
6,304
Q1 2025 Reduced 3.15%
$0
$1.2 Billion 0.15% of portfolio
24,717
Q1 2025 Added 68.2%
$109B
$1.14 Billion 0.14% of portfolio
3,305
Q1 2025 Reduced 2.65%
$17.1B
$1.16 Billion 0.14% of portfolio
20,437
Q1 2025 Added 38.13%
$79.5B
$1.1 Billion 0.14% of portfolio
5,001
Q1 2025 Reduced 5.25%
$82B
$1.14 Billion 0.14% of portfolio
16,898
Q1 2025 Added 1,463.18%
$0
$1.09 Billion 0.14% of portfolio
15,731
Q3 2024 Reduced 0.51%
$203B
$1.14 Billion 0.14% of portfolio
11,563
Q4 2024 Added 18,253.97%
$85.6B
$1.13 Billion 0.14% of portfolio
1,860
Q4 2024 Reduced 17.15%
$41.7B
$1.08 Billion 0.14% of portfolio
14,175
Q1 2025 Added 15.67%
$136B
$1.14 Billion 0.14% of portfolio
10,147
Q1 2025 Added 17.41%
$49.4B
$1.15 Billion 0.14% of portfolio
1,832
Q4 2024 Reduced 5.62%
$442B
$1.14 Billion 0.14% of portfolio
8,157
Q1 2025 Reduced 2.03%
$8.59B
$1.12 Billion 0.14% of portfolio
11,208
Q1 2025 Added 18.48%
$222B
$1.05 Billion 0.13% of portfolio
59,611
Q1 2025 Added 0.49%
$11B
$1.03 Billion 0.13% of portfolio
6,512
Q3 2024 Added 116.35%
$28B
$1.03 Billion 0.13% of portfolio
5,742
Q1 2025 Added 0.38%
$54.4B
$1.06 Billion 0.13% of portfolio
25,413
Q1 2025 Added 0.59%
$67.6B
$1.04 Billion 0.13% of portfolio
8,851
Q4 2024 Reduced 9.66%
$70B
$1.03 Billion 0.13% of portfolio
66,873
Q1 2025 Reduced 14.94%
$11.5B
$1.04 Billion 0.13% of portfolio
19,006
Q1 2025 Added 20.66%
$399B
$955 Million 0.12% of portfolio
5,761
Q4 2024 Added 9,344.26%
$26.3B
$940 Million 0.12% of portfolio
17,748
Q1 2025 Added 13.75%
$4.22B
$925 Million 0.12% of portfolio
24,255
Q1 2025 Added 23.53%

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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