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CIK: 0001434165
Total reported value
$874.8M
$874.8M
927 檔
15.1%
As reported in its official Q4 2024 Form 13F filing, Atlas Capital Advisors Inc.'s tracked investment portfolio stood at $874.8M with 927 total positions.
Atlas Capital Advisors Inc. executed strategic sector rebalancing during Q4 2024, establishing 24 new positions while fully exiting 7 holdings and trimming 85 positions.
Showing top 200 holdings (of 927 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.98% | — | +14112.42% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.25% | — | +3.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | — | +287.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.49% | — | +84.77% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.00% | — | +0.36% | |
| 6 | PLMR | Palomar Holdings Inc | Stock-Financials | 1.90% | — | +175.49% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.64% | — | +4.12% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.62% | — | -4.84% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.59% | — | -17.56% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.52% | — | -8.44% | |
| 11 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.38% | — | -0.94% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.36% | — | -18.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.01% | -5.33% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | — | -1.59% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.30% | — | -2.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | — | +656.83% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.28% | — | +1.12% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.28% | — | -7.57% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.18% | — | -4.45% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.16% | — | +11.18% | |
| 21 | IVLU | Ishares Msci International V | ETF-Other | 1.08% | — | -3.12% | |
| 22 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.06% | — | +12.41% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.03% | — | +8.14% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | +1425.00% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.97% | — | -4.12% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | — | +137.18% | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 0.94% | — | +9.76% | |
| 28 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.93% | — | +40.48% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.92% | — | -3.58% | |
| 30 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.90% | — | -10.90% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | — | +291.39% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | — | +6.76% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.83% | — | +17.77% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | — | -15.49% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.80% | — | -13.08% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | — | +1.52% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.77% | — | +5620.27% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.75% | — | +33.02% | |
| 39 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.73% | — | -2.63% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | — | +931.21% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.69% | — | -6.52% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.67% | — | +1.79% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | -7.29% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | — | -0.41% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | — | +354.79% | |
| 46 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.57% | — | +62.47% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | — | -6.22% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | — | +46.75% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | — | +203.96% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | — | -0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +5.9% | +14112.42% | Add |
| 2 | MSFT | Microsoft CORP | +2.1% | +287.03% | Add |
| 3 | PLMR | Palomar Holdings Inc | +1.2% | +175.49% | Add |
| 4 | AMZN | Amazon.com Inc | +1.1% | +656.83% | Add |
| 5 | AAPL | Apple Inc | +1% | +84.77% | Add |
| 6 | V | Visa Inc-class A Shares | +0.9% | +1425.00% | Add |
| 7 | REGN | Regeneron Pharmaceuticals | +0.8% | +5620.27% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.6% | +291.39% | Add |
| 9 | COST | Costco Wholesale CORP | +0.6% | +931.21% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.5% | +137.18% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.4% | +354.79% | Add |
| 12 | DE | Deere & Co | +0.3% | +420.04% | Add |
| 13 | TXN | Texas Instruments Inc | +0.3% | +2467.53% | Add |
| 14 | ARHS | Arhaus Inc | +0.3% | NEW | New buy |
| 15 | ✓ | Cyberark Software LTD. Cmn | +0.2% | NEW | New buy |
| 16 | FDIS | Fidelity Msci Cons Discr Ind | +0.2% | +40.48% | Add |
| 17 | ABT | Abbott Laboratories | +0.2% | +931.77% | Add |
| 18 | NULV | Nuveen Esg Large-cap Val ETF | +0.2% | +1622.07% | Add |
| 19 | AMGN | Amgen Inc | +0.2% | +455.72% | Add |
| 20 | DIS | Walt Disney Co/the | +0.2% | +18253.97% | Add |
| 21 | VCR | Vanguard Consumer Discre ETF | +0.1% | +33.02% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +46.75% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 24 | FLJP | Franklin Ftse Japan ETF | +0.1% | +62.47% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +257.50% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +405.41% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +487.03% | Add |
| 28 | BBH | Vaneck Biotech ETF | +0.1% | NEW | New buy |
| 29 | HDLMY | Heidelberg Materials AG | +0.1% | NEW | New buy |
| 30 | JNJ | Johnson & Johnson | +0.1% | +9344.26% | Add |
| 31 | GM | General Motors Co | +0.1% | +119.77% | Add |
| 32 | ZM | Zoom Communications Inc | +0.1% | +358.18% | Add |
| 33 | SYY | Sysco CORP | +0.1% | +118750.00% | Add |
| 34 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 35 | XLY | Ss Consumer Disc Select Sect | +0.1% | +17.77% | Add |
| 36 | FCOM | Fidelity Msci Comm Serv Indx | +0.1% | +37.51% | Add |
| 37 | MMM | 3m Co | +0.1% | +270.51% | Add |
| 38 | KD | Kyndryl Holdings Inc | +0.1% | +646.30% | Add |
| 39 | RTX | Rtx CORP | +0.1% | +16285.71% | Add |
| 40 | BDX | Becton Dickinson And Co | +0.1% | +28500.00% | Add |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | NEW | New buy |
| 42 | LLYVK* | Liberty Media Corp-liberty-c | +0.1% | NEW | New buy |
| 43 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 44 | DFSEUR | Discover Financial Services | +0.1% | +174.71% | Add |
| 45 | TNL | Travel + Leisure Co | +0.1% | +1141.03% | Add |
| 46 | CORT | Corcept Therapeutics Inc | +0.1% | NEW | New buy |
| 47 | WHR | Whirlpool CORP | +0.1% | +17622.22% | Add |
| 48 | VXUS | Vanguard Total Intl Stock | +0.1% | +68.95% | Add |
| 49 | NWL | Newell Brands Inc | +0.1% | NEW | New buy |
| 50 | CHTR | Charter Communications Inc-a | +0.1% | +1961.43% | Add |
According to official SEC Form 13F filings, Atlas Capital Advisors Inc. reported a total U.S. public equity portfolio value of $874.8M across 927 disclosed positions in Q4 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 PG, XLK, MSFT) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
ARHS
市值: $2.1M
Top Position Liquidated / Trimmed
HEIDELBERG MATERIALS AG
前期市值: $793.4K
During Q4 2024, Atlas Capital Advisors Inc.'s top holdings by market value included PG (6.0%)、XLK (3.3%)、MSFT (3.0%). The largest single position, PG, represented 6.0% of total portfolio value.
In Q4 2024, Atlas Capital Advisors Inc. made 194 total portfolio adjustments, initiating 24 new buys, adding to 78 positions, trimming 85 holdings, and fully liquidating 7 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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