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CIK: 0001434165
Total reported value
$874.8M
$874.8M
891 檔
15.0%
As reported in its official Q2 2024 Form 13F filing, Atlas Capital Advisors Inc.'s tracked investment portfolio stood at $874.8M with 891 total positions.
During Q2 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 891 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.01% | — | +14103.50% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | — | +267.15% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.86% | — | +2.61% | |
| 4 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.49% | — | — | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.48% | — | +27.13% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.03% | — | +62.97% | |
| 7 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.87% | — | -17.79% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.81% | — | +0.25% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.65% | — | +6.79% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.64% | — | -2.58% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.58% | — | +17.14% | |
| 12 | PLMR | Palomar Holdings Inc | Stock-Financials | 1.45% | — | +167.69% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.43% | — | -9.58% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.01% | -4.88% | |
| 15 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.28% | — | +2.73% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.26% | — | -8.77% | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.23% | — | -14.87% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | — | -3.47% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.21% | — | -11.86% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.21% | — | +16.72% | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.16% | — | +5517.22% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | — | +631.32% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 1.12% | — | -20.26% | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 1.06% | — | +29.28% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.03% | — | -2.00% | |
| 26 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.03% | — | -4.59% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | — | +10.25% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | +117.35% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | — | +0.19% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.87% | — | -4.64% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | — | -14.75% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | — | +1207.61% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | — | -2.36% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | — | +235.16% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | — | -6.34% | |
| 36 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.71% | — | +50.43% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | — | +35.30% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | — | +4.28% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | -8.21% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.63% | — | -11.93% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | — | +791.47% | |
| 42 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.56% | — | -36.82% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | — | +15.10% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | — | -12.97% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | — | -27.25% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | +1249.17% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | — | -19.64% | |
| 48 | ARHS | Arhaus Inc | Stock-Other | 0.50% | — | +8040.77% | |
| 49 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.49% | — | +23.06% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.48% | — | +3.52% |
According to official SEC Form 13F filings, Atlas Capital Advisors Inc. reported a total U.S. public equity portfolio value of $874.8M across 891 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PG, MSFT, XLK) accounted for 15.0% of total reported equity market value during Q2 2024.
During Q2 2024, Atlas Capital Advisors Inc.'s top holdings by market value included PG (6.0%)、MSFT (3.2%)、XLK (2.9%). The largest single position, PG, represented 6.0% of total portfolio value.
In Q2 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.
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