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
$15.6B
$473 Million 0.06% of portfolio
3,484
Q2 2025 Reduced 28.94%
$283B
$491 Million 0.06% of portfolio
8,083
Q2 2025 Reduced 32.82%
$35.4B
$451 Million 0.06% of portfolio
19,214
Q2 2025 Added 4.44%
$20.7B
$481 Million 0.06% of portfolio
13,554
Q2 2025 Reduced 46.61%
$17.2B
$523 Million 0.06% of portfolio
6,796
Q2 2025 Reduced 3.88%
$117B
$495 Million 0.06% of portfolio
1,710
Q2 2025 Reduced 1.55%
$29.6B
$495 Million 0.06% of portfolio
4,825
Q2 2025 Reduced 41.15%
$16.8B
$469 Million 0.06% of portfolio
32,952
Q2 2025 Added 158.77%
$0
$513 Million 0.06% of portfolio
1,215
Q2 2025 Reduced 16.38%
$0
$495 Million 0.06% of portfolio
8,872
Q2 2025 Added 14.01%
$0
$476 Million 0.06% of portfolio
7,602
Q1 2023 Added 49.0%
$58.8B
$519 Million 0.06% of portfolio
16,227
Q2 2025 Reduced 5.03%
$32.3B
$464 Million 0.06% of portfolio
29,679
Q2 2025 Reduced 12.69%
$120B
$490 Million 0.06% of portfolio
5,464
Q2 2025 Reduced 0.8%
$0
$470 Million 0.06% of portfolio
15,601
Q2 2025 Added 0.06%
$53.4B
$493 Million 0.06% of portfolio
2,860
Q4 2024 Added 28,500.0%
$8B
$525 Million 0.06% of portfolio
3,868
Q2 2025 Reduced 34.43%
$25.5B
$501 Million 0.06% of portfolio
53,895
Q2 2025 Reduced 33.39%
$0
$508 Million 0.06% of portfolio
2,142
Q2 2025 Reduced 37.88%
$138B
$412 Million 0.05% of portfolio
11,540
Q2 2025 Reduced 13.17%
$13.2B
$404 Million 0.05% of portfolio
2,300
Q4 2024 New
$87.8B
$383 Million 0.05% of portfolio
3,465
Q2 2025 Reduced 13.07%
$0
$370 Million 0.05% of portfolio
1,714
Q2 2025 Reduced 1.38%
$35.7B
$410 Million 0.05% of portfolio
15,748
Q2 2025 Reduced 2.25%
$8.3B
$374 Million 0.05% of portfolio
9,973
Q2 2025 Added 16.52%
$4.87B
$408 Million 0.05% of portfolio
7,686
Q2 2025 Added 41.31%
$1.48B
$406 Million 0.05% of portfolio
48,060
Q2 2025 Reduced 5.45%
$25.3B
$408 Million 0.05% of portfolio
18,273
Q2 2025 Reduced 10.18%
$17.5B
$396 Million 0.05% of portfolio
30,430
Q4 2024 Added 400.0%
$12.4B
$424 Million 0.05% of portfolio
2,468
Q2 2025 Added 2.07%
$115B
$380 Million 0.05% of portfolio
25,151
Q2 2025 Reduced 19.7%
$0
$377 Million 0.05% of portfolio
6,615
Q3 2024 Reduced 0.02%
$10.3B
$417 Million 0.05% of portfolio
12,466
Q2 2025 New
$30.3B
$373 Million 0.05% of portfolio
5,487
Q3 2022 Reduced 0.6%
$10.2B
$401 Million 0.05% of portfolio
26,872
Q1 2025 Reduced 1.27%
$28.2B
$436 Million 0.05% of portfolio
17,810
Q2 2025 Reduced 26.88%
$9.48B
$401 Million 0.05% of portfolio
2,524
Q2 2025 Reduced 37.15%
$0
$425 Million 0.05% of portfolio
14,567
Q2 2025 Added 0.01%
$0
$442 Million 0.05% of portfolio
8,183
Q2 2025 Added 9.35%
$17.2B
$441 Million 0.05% of portfolio
3,443
Q2 2025 Reduced 3.37%
Invesco Sp500 Communications Ucits ETF
-
$447 Million 0.05% of portfolio
-
Q1 2025 Reduced 5.31%
$27B
$378 Million 0.05% of portfolio
72,897
Q2 2025 Reduced 6.32%
$3.09B
$426 Million 0.05% of portfolio
8,905
Q2 2025 Reduced 0.9%
I Shares Japan Investablemkt Ucits ETF
-
$394 Million 0.05% of portfolio
-
Q1 2025 Reduced 7.09%
-
$412 Million 0.05% of portfolio
-
Q2 2025 Added 61.14%
$23.9B
$387 Million 0.05% of portfolio
-
Q2 2025 Reduced 2.14%
$0
$403 Million 0.05% of portfolio
8,715
Q2 2025 Added 6.13%
$0
$398 Million 0.05% of portfolio
8,141
Q3 2021 Reduced 73.45%
$96.1B
$393 Million 0.05% of portfolio
41,502
Q2 2025 Added 287.83%

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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