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
$323B
$680 Million 0.08% of portfolio
2,179
Q2 2025 Reduced 16.45%
$33.5B
$644 Million 0.08% of portfolio
7,077
Q4 2024 Reduced 3.44%
$38.1B
$654 Million 0.08% of portfolio
10,219
Q2 2025 Added 885.44%
$0
$669 Million 0.08% of portfolio
6,505
Q2 2025 Added 11.41%
$11.2B
$672 Million 0.08% of portfolio
48,080
Q2 2025 Reduced 2.82%
$4.35B
$673 Million 0.08% of portfolio
11,550
Q2 2025 Added 19.57%
$4.73B
$637 Million 0.08% of portfolio
11,766
Q2 2025 Added 60.37%
$6.63B
$695 Million 0.08% of portfolio
18,841
Q2 2025 Reduced 1.13%
$12.9B
$660 Million 0.08% of portfolio
3,325
Q2 2025 Reduced 16.94%
$31.5B
$651 Million 0.08% of portfolio
8,170
Q2 2025 Reduced 27.44%
$15.5B
$646 Million 0.08% of portfolio
22,604
Q2 2025 Added 1.6%
$7.06B
$657 Million 0.08% of portfolio
11,235
Q2 2025 Added 13,943.75%
$121B
$538 Million 0.07% of portfolio
3,600
Q4 2024 Added 125.0%
$22.4B
$593 Million 0.07% of portfolio
35,374
Q2 2025 Reduced 1.84%
$9.63B
$596 Million 0.07% of portfolio
13,246
Q2 2025 Reduced 30.31%
$0
$535 Million 0.07% of portfolio
19,339
Q2 2025 Reduced 7.47%
$0
$562 Million 0.07% of portfolio
21,176
Q2 2025 Added 196.42%
$0
$581 Million 0.07% of portfolio
11,466
Q2 2025 Reduced 0.78%
$54.6B
$540 Million 0.07% of portfolio
16,544
Q2 2025 Reduced 3.62%
$6.47B
$552 Million 0.07% of portfolio
3,252
Q2 2025 Reduced 0.34%
$11.1B
$544 Million 0.07% of portfolio
9,563
Q1 2025 Reduced 7.64%
$41.7B
$605 Million 0.07% of portfolio
7,993
Q2 2025 Reduced 9.51%
$58.9B
$599 Million 0.07% of portfolio
4,643
Q2 2025 Reduced 5.75%
$123B
$559 Million 0.07% of portfolio
1,833
Q4 2023 Reduced 26.83%
$7.48B
$569 Million 0.07% of portfolio
67,197
Q2 2025 Added 117.72%
$276B
$548 Million 0.07% of portfolio
4,532
Q4 2024 Added 519.13%
$56.1B
$602 Million 0.07% of portfolio
13,885
Q2 2025 Added 0.36%
$154B
$573 Million 0.07% of portfolio
17,131
Q2 2025 Reduced 0.51%
$6.96B
$599 Million 0.07% of portfolio
16,450
Q2 2025 Reduced 4.2%
I Shares Sp500 Financials Ucits ETF
-
$599 Million 0.07% of portfolio
-
Q1 2025 Added 14.15%
$10.8B
$611 Million 0.07% of portfolio
3,077
Q2 2025 Added 4.27%
Bancolombia Sa
-
$556 Million 0.07% of portfolio
-
Q2 2025 New
$50.6B
$534 Million 0.07% of portfolio
3,811
Q2 2025 Reduced 1.35%
$65.6B
$598 Million 0.07% of portfolio
4,448
Q2 2025 Reduced 6.48%
$93.8B
$575 Million 0.07% of portfolio
1,151
Q3 2024 Added 15.22%
$6.98B
$550 Million 0.07% of portfolio
9,655
Q2 2025 Added 264.89%
$0
$559 Million 0.07% of portfolio
3,166
Q2 2025 Reduced 4.12%
$8.48B
$560 Million 0.07% of portfolio
4,933
Q2 2025 New
$29.7B
$549 Million 0.07% of portfolio
4,690
Q2 2025 Reduced 3.48%
I Shares Em Small Cap Ucits ETF
-
$548 Million 0.07% of portfolio
-
Q1 2025 Added 0.06%
$96.1B
$552 Million 0.07% of portfolio
3,323
Q2 2025 Reduced 9.68%
$19B
$503 Million 0.06% of portfolio
6,048
Q2 2025 Reduced 15.64%
$6.76B
$486 Million 0.06% of portfolio
53,785
Q2 2025 Added 78.58%
$38.7B
$519 Million 0.06% of portfolio
1,274
Q2 2025 Reduced 1.55%
$31.6B
$499 Million 0.06% of portfolio
24,377
Q2 2025 Reduced 31.58%
$0
$478 Million 0.06% of portfolio
2,630
Q2 2025 Reduced 9.75%
$213B
$514 Million 0.06% of portfolio
6,497
Q2 2025 Reduced 5.99%
$0
$500 Million 0.06% of portfolio
5,329
Q2 2025 Reduced 23.2%
$8.45B
$489 Million 0.06% of portfolio
5,773
Q2 2025 Reduced 8.28%

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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