13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001434165
Total reported value
$874.8M
$874.8M
890 檔
9.7%
In Q1 2024, Atlas Capital Advisors Inc.'s U.S. equity holdings reached a combined market value of $874.8M, distributed across 890 disclosed stock positions.
During Q1 2024, Atlas Capital Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 890 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 3.09% | — | +12.52% | |
| 2 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.99% | — | — | |
| 3 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.77% | — | +17.04% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.37% | — | +6.56% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.10% | — | +56.54% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.09% | — | +21.49% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.95% | — | +38.78% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 1.79% | — | +17.64% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 1.75% | — | +22.41% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.70% | — | +5.63% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-Other | 1.69% | — | +15.95% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.62% | — | -9.30% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | -0.01% | +2.53% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.58% | — | +35.82% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | — | +2.45% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.36% | — | +11.34% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.33% | — | +4.47% | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.28% | — | +17.47% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.28% | — | -2.76% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.22% | — | -38.01% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.20% | — | -71.47% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.14% | — | +32.65% | |
| 23 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.09% | — | +14.58% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | — | +11.97% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.06% | — | +1.26% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.04% | — | +17.52% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | — | -77.11% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | — | +6.59% | |
| 29 | VOX | Vanguard Communication Servi | ETF-Other | 0.94% | — | +1.10% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | — | +0.67% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.87% | — | -16.40% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | — | +53.31% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.79% | — | — | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | — | +25.10% | |
| 35 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.67% | — | -77.03% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | — | -2.32% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.61% | — | +15.17% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.61% | — | +68.51% | |
| 39 | VDE | Vanguard Energy ETF | ETF-Other | 0.61% | — | -7.64% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | — | +12.12% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.60% | — | +69.83% | |
| 42 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.57% | — | +19.79% | |
| 43 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.57% | — | -12.80% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | — | +4.29% | |
| 45 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.52% | — | +17.36% | |
| 46 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.52% | — | -7.01% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | — | +17.30% | |
| 48 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.50% | — | +15.14% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.48% | — | -2.22% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.48% | — | — |
According to official SEC Form 13F filings, Atlas Capital Advisors Inc. reported a total U.S. public equity portfolio value of $874.8M across 890 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, AOK, IMTM) accounted for 9.7% of total reported equity market value during Q1 2024.
During Q1 2024, Atlas Capital Advisors Inc.'s top holdings by market value included XLK (3.1%)、AOK (3.0%)、IMTM (2.8%). The largest single position, XLK, represented 3.1% of total portfolio value.
In Q1 2024, Atlas Capital Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.