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
-1.66%
+2.59%
398,314.2
Consumer Packaged Goods
VGK 		Vanguard FTSE Europe ETF
369,795
25,963.3
+88.07%
3.280
+1.54%
0.140
+9.34%
+20.94%
21,878.6
 
PLMR 		Palomar Holdings Inc
141,284
19,367.2
0%
2.440
0%
0.530
+33.34%
+62.47%
4,587.6
Insurance
AAPL 		Apple Inc
76,257
16,939.0
-2.50%
2.140
-0.06%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
XLK 		Technology Select Sector SPDR ETF
76,068
15,706.6
-30.76%
1.980
-1.00%
0.020
+2.39%
-0.69%
71,779.7
 
XLF 		Financial Select Sector SPDR
300,572
14,971.5
+12.61%
1.890
+0.21%
0.030
-2.34%
+5.44%
50,197.9
 
SPEM 		SPDR Portfolio Emerging Markets ETF
371,670
14,632.7
-9.05%
1.850
-0.18%
0.140
+5.20%
+6.54%
11,507.7
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
113,610
13,133.3
+8.58%
1.660
+0.13%
0.160
+10.79%
+11.54%
8,359.8
 
MSFT 		Microsoft Corp
34,340
12,890.9
-39.60%
1.630
-1.21%
0.000
+16.18%
+9.64%
3,421,645.9
Software
IMTM 		iShares MSCI Intl Momentum Factor ET
268,712
10,732.4
-6.30%
1.350
-0.09%
0.430
+11.61%
+19.49%
2,900.6
 

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 ETF2025-03-31Add
+1.54%
●
63.07 ($68.94) 73.5
$76.76
11.34%
Add 88.07%
369,795
173,168
MSFT 		Microsoft Corp2025-03-31Reduce
-1.21%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Reduce -39.6%
34,340
-22,511
XLK 		Technology Select Sector SPDR ETF2025-03-31Reduce
-1.00%
●
206.38 ($226.74) 242.18
$230.91
1.84%
Reduce -30.76%
76,068
-33,796
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.77%
●
554.06 ($590.51) 615.85
$592.15
0.28%
Add 613.06%
12,507
10,753
RYT 		Invesco S P 500 Equal Weight Technology ETF2025-03-31Add
+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 ETF2025-03-31Reduce
-0.47%
●
50.83 ($53.83) 55.94
$56.69
5.31%
Reduce -56.36%
54,410
-70,278
FLCH 		Franklin FTSE China ETF2025-03-31Add
+0.42%
●
17.31 ($20.2) 22.91
$20.73
2.62%
Add 638.91%
179,806
155,472
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Reduce
-0.38%
●
57.44 ($58.5) 59.4
$59.29
1.35%
Reduce -55.65%
40,432
-50,742
IEUR 		iShares Core MSCI Europe ETF2025-03-31Add
+0.29%
●
53.69 ($58.75) 62.68
$65.70
11.83%
Add 162.45%
62,291
38,557
KKR 		KKR & Co Inc2025-03-31Reduce
-0.25%
●
108.17 ($137.58) 167.07
$121.46
-11.72%
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

Discussions on ATLAS CAPITAL ADVISORS INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.