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CIK: 0001434165
Total reported value
$874.8M
$874.8M
981 檔
14.3%
According to the latest 13F quarterly dataset, Atlas Capital Advisors Inc. managed an equity portfolio of $874.8M at the end of Q1 2025, spanning 981 distinct U.S. exchange-listed positions.
In Q1 2025, Atlas Capital Advisors Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 981 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.87% | — | -1.70% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.24% | — | +88.07% | |
| 3 | PLMR | Palomar Holdings Inc | Stock-Financials | 2.42% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.12% | — | -2.50% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 1.96% | — | -30.76% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 1.87% | — | +12.61% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.83% | — | -9.05% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.64% | — | +8.58% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | — | -39.60% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.34% | — | -6.30% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.30% | — | +4.29% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.28% | — | -7.64% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.01% | +1.41% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.27% | — | -2.77% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.20% | — | -7.33% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.15% | — | +1.80% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.13% | — | +13.71% | |
| 18 | IVLU | Ishares Msci International V | ETF-Other | 1.13% | — | -5.22% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | — | +1.69% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | — | -8.93% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.11% | — | -3.95% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.08% | — | -8.12% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | — | — | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.99% | — | -7.38% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.95% | — | -1.17% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | — | -3.68% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | — | +613.06% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.86% | — | +7.50% | |
| 29 | VOX | Vanguard Communication Servi | ETF-Other | 0.83% | — | -6.00% | |
| 30 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.83% | — | -9.82% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | — | +6.56% | |
| 32 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.81% | — | +41.49% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | — | +1.73% | |
| 34 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.78% | — | +7.06% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | — | +0.47% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | — | -0.37% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | — | -0.38% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | — | +0.83% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.70% | — | +10.31% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | — | +2.51% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.67% | — | -0.09% | |
| 43 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.67% | — | -16.26% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | — | +487.78% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.58% | — | -18.45% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | — | -3.38% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | — | -3.56% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | — | -7.28% | |
| 49 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.48% | — | +638.91% | |
| 50 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.47% | — | +162.45% |
According to official SEC Form 13F filings, Atlas Capital Advisors Inc. reported a total U.S. public equity portfolio value of $874.8M across 981 disclosed positions in Q1 2025.
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, VGK, PLMR) accounted for 14.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
PG
市值: $47.0M
During Q1 2025, Atlas Capital Advisors Inc.'s top holdings by market value included PG (5.9%)、VGK (3.2%)、PLMR (2.4%). The largest single position, PG, represented 5.9% of total portfolio value.
In Q1 2025, Atlas Capital Advisors Inc. made 200 total portfolio adjustments, initiating 200 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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