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
$12.4B
$431 Million 0.05% of portfolio
2,179
Q2 2025 Reduced 23.54%
$0
$364 Million 0.04% of portfolio
10,498
Q2 2025 Added 8.08%
Novo Nordisk A S Ord
-
$362 Million 0.04% of portfolio
-
Q1 2024 New
$2.93B
$341 Million 0.04% of portfolio
6,703
Q2 2025 Added 598.96%
$133B
$319 Million 0.04% of portfolio
24,820
Q2 2025 Reduced 46.34%
$138B
$289 Million 0.04% of portfolio
12,896
Q2 2025 Added 1.94%
$0
$288 Million 0.04% of portfolio
5,744
Q1 2023 Added 9.53%
$0
$357 Million 0.04% of portfolio
8,436
Q4 2024 Added 3.05%
$65.4B
$331 Million 0.04% of portfolio
2,771
Q2 2025 Reduced 27.46%
$13.1B
$346 Million 0.04% of portfolio
4,256
Q4 2024 New
$28.1B
$347 Million 0.04% of portfolio
2,737
Q2 2025 Added 104.41%
$13.2B
$341 Million 0.04% of portfolio
2,480
Q2 2025 Reduced 25.82%
I Shares Sp500 Cons Discretionary Ucits ETF
-
$300 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.74%
$4.84B
$329 Million 0.04% of portfolio
6,370
Q2 2025 Reduced 51.58%
$0
$340 Million 0.04% of portfolio
4,102
Q2 2025 Reduced 2.38%
-
$295 Million 0.04% of portfolio
-
Q2 2025 Reduced 37.39%
$0
$334 Million 0.04% of portfolio
30,000
Q3 2023 Reduced 17.83%
$88.7B
$324 Million 0.04% of portfolio
660
Q1 2025 Reduced 12.93%
$9.37B
$311 Million 0.04% of portfolio
14,450
Q2 2025 Reduced 37.59%
$17.9B
$288 Million 0.04% of portfolio
3,584
Q4 2023 Reduced 4.86%
$59.8B
$325 Million 0.04% of portfolio
30,880
Q2 2025 Reduced 49.24%
$12.1B
$358 Million 0.04% of portfolio
2,515
Q2 2025 Reduced 55.87%
$95.9B
$351 Million 0.04% of portfolio
7,584
Q2 2025 Reduced 74.1%
$14.5B
$294 Million 0.04% of portfolio
30,855
Q1 2025 Added 805.1%
$27B
$300 Million 0.04% of portfolio
1,476
Q4 2024 New
$262B
$346 Million 0.04% of portfolio
2,008
Q1 2025 Reduced 11.5%
$73.6B
$345 Million 0.04% of portfolio
3,498
Q1 2025 Reduced 0.29%
$2.86B
$337 Million 0.04% of portfolio
4,806
Q4 2024 Reduced 27.48%
$25.4B
$315 Million 0.04% of portfolio
2,291
Q2 2025 Reduced 8.29%
$41.3B
$314 Million 0.04% of portfolio
3,390
Q4 2024 Reduced 18.94%
$1.4T
$362 Million 0.04% of portfolio
1,139
Q2 2025 Added 7,018.75%
$14.5B
$354 Million 0.04% of portfolio
1,042
Q3 2024 Added 10.62%
$5.23B
$322 Million 0.04% of portfolio
2,781
Q2 2025 Added 29.95%
$20.7B
$288 Million 0.04% of portfolio
3,160
Q1 2025 Reduced 23.41%
$9.97B
$335 Million 0.04% of portfolio
10,651
Q2 2025 Reduced 7.05%
$9.3B
$331 Million 0.04% of portfolio
17,449
Q2 2022 Added 138.7%
$21.2B
$292 Million 0.04% of portfolio
1,306
Q1 2025 Reduced 14.3%
$20.2B
$321 Million 0.04% of portfolio
5,919
Q2 2025 Reduced 21.03%
$36.9B
$323 Million 0.04% of portfolio
10,276
Q2 2024 Added 88.17%
$15.7B
$332 Million 0.04% of portfolio
5,941
Q2 2025 Reduced 1.3%
$20.7B
$327 Million 0.04% of portfolio
4,195
Q2 2025 Reduced 29.2%
$0
$263 Million 0.03% of portfolio
1,971
Q2 2025 Reduced 14.16%
$88B
$272 Million 0.03% of portfolio
6,428
Q2 2025 Reduced 1.73%
I Shares Msci Canada Ucits ETF
-
$205 Million 0.03% of portfolio
-
Q1 2025 Added 94.07%
$788B
$213 Million 0.03% of portfolio
3,301
Q2 2024 Added 55.78%
$487M
$248 Million 0.03% of portfolio
4,410
Q1 2025 Reduced 49.35%
$10.8B
$255 Million 0.03% of portfolio
10,437
Q3 2024 Added 12.06%
$237B
$232 Million 0.03% of portfolio
850
Q2 2025 Added 115.19%
Paramount Global
-
$218 Million 0.03% of portfolio
-
Q1 2025 New

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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