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
$34.7B
$976 Million 0.12% of portfolio
12,513
Q2 2025 Reduced 11.72%
$48.7B
$1.02 Billion 0.12% of portfolio
7,065
Q2 2025 Added 7,036.36%
$38.1B
$956 Million 0.12% of portfolio
5,952
Q2 2025 Reduced 27.39%
$42.4B
$953 Million 0.12% of portfolio
7,510
Q2 2025 Added 16.56%
$0
$978 Million 0.12% of portfolio
13,880
Q3 2024 Reduced 0.01%
$13.1B
$878 Million 0.11% of portfolio
30,220
Q2 2025 Reduced 12.53%
$0
$901 Million 0.11% of portfolio
13,431
Q2 2024 Added 15.51%
$0
$863 Million 0.11% of portfolio
4,430
Q2 2025 Reduced 29.73%
$65.4B
$940 Million 0.11% of portfolio
3,514
Q2 2025 Reduced 22.9%
I Shares Europe Ucits ETF
-
$936 Million 0.11% of portfolio
-
Q2 2025 Reduced 3.29%
$1.45T
$939 Million 0.11% of portfolio
4,148
Q2 2025 Reduced 2.4%
$43.4B
$883 Million 0.11% of portfolio
489
Q2 2025 Reduced 0.61%
$38.4B
$891 Million 0.11% of portfolio
2,973
Q2 2025 Reduced 15.15%
$130B
$910 Million 0.11% of portfolio
26,894
Q4 2024 Reduced 11.29%
$118B
$929 Million 0.11% of portfolio
15,847
Q2 2025 Reduced 25.05%
$0
$918 Million 0.11% of portfolio
1,664
Q2 2025 Reduced 40.47%
$485B
$880 Million 0.11% of portfolio
5,761
Q4 2024 Added 9,344.26%
$44.2B
$919 Million 0.11% of portfolio
2,247
Q2 2025 Added 5.1%
I Shares Sp500 Info Tech Ucits ETF
-
$926 Million 0.11% of portfolio
-
Q1 2025 Reduced 15.92%
$15.6B
$889 Million 0.11% of portfolio
4,950
Q2 2025 Reduced 0.58%
$10B
$809 Million 0.1% of portfolio
8,867
Q2 2025 Added 168.13%
$85.8B
$837 Million 0.1% of portfolio
5,497
Q2 2025 Reduced 14.07%
$0
$790 Million 0.1% of portfolio
31,227
Q2 2025 Added 1,724.01%
$0
$778 Million 0.1% of portfolio
2,777
Q2 2025 Reduced 13.35%
$3.42B
$847 Million 0.1% of portfolio
7,705
Q2 2025 Added 506.69%
$19.1B
$799 Million 0.1% of portfolio
14,241
Q2 2025 Reduced 17.91%
$30.1B
$851 Million 0.1% of portfolio
8,071
Q2 2025 Reduced 3.66%
$7.72B
$811 Million 0.1% of portfolio
4,798
Q2 2025 New
Liberty Media Corp C
-
$753 Million 0.09% of portfolio
-
Q2 2025 Reduced 10.5%
$4.47B
$762 Million 0.09% of portfolio
17,581
Q2 2025 Reduced 1.09%
$176B
$700 Million 0.09% of portfolio
84,340
Q2 2025 Added 50.6%
$32B
$735 Million 0.09% of portfolio
8,898
Q2 2025 Added 1.95%
$32.1B
$713 Million 0.09% of portfolio
6,442
Q2 2025 Reduced 9.78%
$15.7B
$767 Million 0.09% of portfolio
6,717
Q2 2025 Reduced 2.48%
$27.4B
$729 Million 0.09% of portfolio
48,003
Q2 2025 Reduced 0.47%
$72.1B
$770 Million 0.09% of portfolio
26,313
Q2 2025 Reduced 5.94%
$0
$731 Million 0.09% of portfolio
54,597
Q2 2025 Reduced 5.13%
$18.9B
$718 Million 0.09% of portfolio
6,154
Q2 2025 Reduced 0.06%
$116B
$777 Million 0.09% of portfolio
50,543
Q1 2025 Reduced 13.24%
$0
$718 Million 0.09% of portfolio
8,180
Q2 2025 Reduced 25.62%
$77.6B
$773 Million 0.09% of portfolio
5,800
Q4 2024 New
$3.81B
$775 Million 0.09% of portfolio
14,418
Q2 2025 Reduced 1.23%
$40B
$743 Million 0.09% of portfolio
17,804
Q2 2025 Reduced 3.27%
$246B
$759 Million 0.09% of portfolio
5,195
Q2 2025 Reduced 9.42%
$13.9B
$699 Million 0.09% of portfolio
5,624
Q2 2025 Reduced 17.03%
$11.1B
$702 Million 0.09% of portfolio
2,891
Q2 2025 Added 16.76%
$196B
$678 Million 0.08% of portfolio
49,392
Q2 2025 Reduced 0.58%
$0
$672 Million 0.08% of portfolio
6,756
Q4 2023 Reduced 0.41%
$0
$663 Million 0.08% of portfolio
7,350
Q1 2024 Added 1.94%

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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