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
$209B
$1.48 Billion 0.18% of portfolio
11,951
Q2 2025 Added 3.36%
$725B
$1.48 Billion 0.18% of portfolio
1,899
Q2 2025 Reduced 3.9%
$0
$1.44 Billion 0.18% of portfolio
28,148
Q1 2025 Reduced 9.04%
$41.1B
$1.45 Billion 0.18% of portfolio
8,659
Q2 2025 Reduced 0.3%
$0
$1.44 Billion 0.18% of portfolio
5,138
Q2 2025 Reduced 19.5%
$81.6B
$1.48 Billion 0.18% of portfolio
7,612
Q2 2025 Reduced 14.0%
$15.6B
$1.45 Billion 0.18% of portfolio
18,005
Q2 2025 Reduced 0.2%
$48.3B
$1.47 Billion 0.18% of portfolio
20,504
Q2 2025 Reduced 3.75%
$758B
$1.39 Billion 0.17% of portfolio
6,368
Q2 2025 Reduced 21.93%
I Shares Sp500 Core Ucits ETF
-
$1.39 Billion 0.17% of portfolio
-
Q2 2025 Reduced 3.88%
$0
$1.38 Billion 0.17% of portfolio
16,664
Q2 2025 Added 125.34%
$77.5B
$1.38 Billion 0.17% of portfolio
3,541
Q2 2025 Reduced 3.36%
$0
$1.36 Billion 0.17% of portfolio
23,628
Q2 2025 Reduced 0.56%
$99B
$1.39 Billion 0.17% of portfolio
20,174
Q2 2025 Added 19.39%
$66.2B
$1.36 Billion 0.17% of portfolio
1,810
Q2 2025 Reduced 1.2%
$0
$1.35 Billion 0.16% of portfolio
31,499
Q2 2025 Reduced 3.68%
$58B
$1.3 Billion 0.16% of portfolio
6,473
Q2 2025 Reduced 3.56%
$97.4B
$1.3 Billion 0.16% of portfolio
1,860
Q4 2024 Reduced 17.15%
$86.6B
$1.23 Billion 0.15% of portfolio
25,026
Q2 2025 Reduced 12.66%
$8.17B
$1.2 Billion 0.15% of portfolio
12,640
Q2 2025 Reduced 9.73%
$81.6B
$1.19 Billion 0.15% of portfolio
5,614
Q2 2025 Added 80.28%
$81.9B
$1.24 Billion 0.15% of portfolio
66,515
Q2 2025 Reduced 0.54%
$122B
$1.27 Billion 0.15% of portfolio
3,305
Q1 2025 Reduced 2.65%
$19.3B
$1.14 Billion 0.14% of portfolio
3,888
Q2 2025 Reduced 12.14%
$32B
$1.16 Billion 0.14% of portfolio
17,365
Q2 2025 Reduced 2.16%
$0
$1.13 Billion 0.14% of portfolio
13,278
Q2 2025 Reduced 33.29%
$0
$1.16 Billion 0.14% of portfolio
15,731
Q3 2024 Reduced 0.51%
$252B
$1.18 Billion 0.14% of portfolio
58,248
Q2 2025 Reduced 2.29%
$0
$1.18 Billion 0.14% of portfolio
7,469
Q2 2025 Reduced 49.55%
$8.11B
$1.16 Billion 0.14% of portfolio
11,183
Q2 2025 Reduced 0.22%
$0
$1.16 Billion 0.14% of portfolio
14,289
Q2 2025 Reduced 29.86%
$409B
$1.16 Billion 0.14% of portfolio
6,248
Q2 2025 Reduced 12.07%
Asml Hldgs Nv Ord
-
$1.03 Billion 0.13% of portfolio
-
Q1 2024 New
$0
$1.05 Billion 0.13% of portfolio
39,524
Q2 2025 Reduced 7.95%
Heidelberg Metals Ag
-
$1.05 Billion 0.13% of portfolio
-
Q2 2025 Reduced 4.83%
$69.4B
$1.07 Billion 0.13% of portfolio
20,399
Q2 2025 Reduced 19.72%
$6.81B
$1.03 Billion 0.13% of portfolio
24,598
Q2 2025 Reduced 10.99%
$47.2B
$1.07 Billion 0.13% of portfolio
98,252
Q2 2025 Added 1,634.37%
$0
$1.07 Billion 0.13% of portfolio
5,491
Q2 2025 Added 16.16%
$13B
$1.06 Billion 0.13% of portfolio
6,512
Q3 2024 Added 116.35%
$14.3B
$1.05 Billion 0.13% of portfolio
35,871
Q2 2025 Added 3.04%
$0
$1.05 Billion 0.13% of portfolio
49,519
Q2 2025 Reduced 53.38%
$19.3B
$1.06 Billion 0.13% of portfolio
18,843
Q2 2025 Reduced 7.8%
$21.4B
$1.03 Billion 0.13% of portfolio
5,699
Q2 2025 Reduced 0.75%
$3.66B
$1.08 Billion 0.13% of portfolio
24,177
Q2 2025 Reduced 0.32%
Laboratory Corp Of America Holdings
-
$1 Billion 0.12% of portfolio
-
Q2 2025 Reduced 1.6%
$55.5B
$976 Million 0.12% of portfolio
41,395
Q2 2025 Reduced 0.5%
$139B
$943 Million 0.12% of portfolio
8,509
Q2 2025 Reduced 16.14%
$134B
$964 Million 0.12% of portfolio
3,498
Q2 2025 Reduced 21.6%

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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