AC

ATLAS CAPITAL ADVISORS INC.

13F
ATLAS CAPITAL ADVISORS INC.
Last update 2025-05-12 947 Stocks (101 new)
Value $792.00 Mil Turnover 10 %
Countries:
Top Holdings: PG(5.93%)VGK(3.28%)PLMR(2.44%)AAPL(2.14%)XLK(1.98%)
Summary Stock Picks Current Portfolio
ATLAS CAPITAL ADVISORS INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PG
Procter & Gamble Co
275,506
46,951.8
-1.70%
5.930
-0.10%
0.010
-5.05%
-3.74%
371,187.9
Consumer Packaged Goods
VGK
Vanguard FTSE Europe ETF
369,795
25,963.3
+88.07%
3.280
+1.54%
0.140
+11.63%
+25.19%
25,619.5
 
PLMR
Palomar Holdings Inc
141,284
19,367.2
0%
2.440
0%
0.530
-6.87%
+30.50%
3,685.1
Insurance
AAPL
Apple Inc
76,257
16,939.0
-2.50%
2.140
-0.06%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
XLK
Technology Select Sector SPDR ETF
76,068
15,706.6
-30.76%
1.980
-1.00%
0.020
+34.70%
+11.69%
82,238.4
 
XLF
Financial Select Sector SPDR
300,572
14,971.5
+12.61%
1.890
+0.21%
0.030
+12.09%
+9.77%
51,715.7
 
SPEM
SPDR Portfolio Emerging Markets ETF
371,670
14,632.7
-9.05%
1.850
-0.18%
0.140
+15.54%
+15.57%
12,621.8
 
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
113,610
13,133.3
+8.58%
1.660
+0.13%
0.160
+17.24%
+20.11%
8,921.6
 
MSFT
Microsoft Corp
34,340
12,890.9
-39.60%
1.630
-1.21%
0.000
+38.00%
+20.34%
3,755,441.4
Software
IMTM
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
268,712
10,732.4
-6.30%
1.350
-0.09%
0.430
+11.97%
+22.47%
3,104.9
 

ATLAS CAPITAL ADVISORS INC.'s Historical Top Holdings Breakdowns

ATLAS CAPITAL ADVISORS INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGK
Vanguard FTSE Europe ETF
2025-03-31
Add
Add
+1.54%
●
63.07 ($68.94) 73.5
$77.99
13.13%
Add 88.07%
369,795
173,168
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.21%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -39.6%
34,340
-22,511
XLK
Technology Select Sector SPDR ETF
2025-03-31
Reduce
Reduce
-1.00%
●
206.38 ($226.74) 242.18
$258.81
14.14%
Reduce -30.76%
76,068
-33,796
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.77%
●
554.06 ($590.51) 615.85
$631.74
6.98%
Add 613.06%
12,507
10,753
RYT
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
2025-03-31
Add
Add
+0.56%
●
34.2 ($37.46) 40.28
$282.01
652.83%
Add 487.78%
155,145
128,750
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.47%
●
50.83 ($53.83) 55.94
$61.38
14.03%
Reduce -56.36%
54,410
-70,278
FLCH
Franklin FTSE China ETF
2025-03-31
Add
Add
+0.42%
●
17.31 ($20.2) 22.91
$23.11
14.40%
Add 638.91%
179,806
155,472
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.38%
●
57.44 ($58.5) 59.4
$59.47
1.66%
Reduce -55.65%
40,432
-50,742
IEUR
iShares Core MSCI Europe ETF
2025-03-31
Add
Add
+0.29%
●
53.69 ($58.75) 62.68
$66.39
13.00%
Add 162.45%
62,291
38,557
KKR
KKR & Co Inc
2025-03-31
Reduce
Reduce
-0.25%
●
108.17 ($137.58) 167.07
$144.97
5.37%
Reduce -89.22%
1,596
-13,203

ATLAS CAPITAL ADVISORS INC. Total Holding History ($B)

To

ATLAS CAPITAL ADVISORS INC.'s Asset Allocation

To

ATLAS CAPITAL ADVISORS INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ATLAS CAPITAL ADVISORS INC.'s Hypothetical Growth since 2025-03-31

ATLAS CAPITAL ADVISORS INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

ATLAS CAPITAL ADVISORS INC.'s Holdings Heat Map

Size field:

ATLAS CAPITAL ADVISORS INC.'s Holdings Bubble Chart

ATLAS CAPITAL ADVISORS INC. News

  • 1

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