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CIK: 0001434165
Total reported value
$874.8M
$874.8M
922 檔
15.1%
The Q2 2025 SEC filing reveals that Atlas Capital Advisors Inc. held a total portfolio value of $874.8M, covering 922 public equity positions.
In Q2 2025, Atlas Capital Advisors Inc. adopted a defensive or profit-taking posture, trimming 122 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 922 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.36% | — | — | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.99% | — | +14.11% | |
| 3 | PLMR | Palomar Holdings Inc | Stock-Financials | 2.66% | — | — | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.15% | — | +15.48% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.00% | — | +2.90% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | — | -5.23% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 1.97% | — | -16.33% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.84% | — | -3.48% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 1.62% | — | -15.80% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.52% | — | +16.07% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.47% | — | -2.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | -0.01% | -4.71% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | — | -3.15% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.22% | — | -20.23% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.21% | — | -3.35% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.20% | — | -1.69% | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.17% | — | -2.54% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.11% | — | -14.36% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.10% | — | -13.03% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.05% | — | -4.14% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | — | -2.87% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | — | -5.97% | |
| 23 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.89% | — | +3.44% | |
| 24 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | — | +14.88% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.87% | — | -2.02% | |
| 26 | VOX | Vanguard Communication Servi | ETF-Other | 0.87% | — | -7.93% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.86% | — | -7.20% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | — | -0.80% | |
| 29 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.81% | — | -6.27% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | — | -0.53% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | — | -39.89% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | -34.97% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-Other | 0.75% | — | -36.21% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.74% | — | +150.99% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.70% | — | +222.86% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | — | -15.65% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | — | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | — | -7.63% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | -6.78% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | — | -17.77% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | — | -32.85% | |
| 42 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.64% | — | -12.20% | |
| 43 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.60% | — | +24.90% | |
| 44 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.59% | — | -26.64% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | -1.29% | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.54% | — | -28.75% | |
| 47 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.53% | — | +5.28% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | — | -13.71% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.50% | — | -8.28% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.49% | — | -21.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +0.8% | +14.11% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | NEW | New buy |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | +15.48% | Add |
| 4 | VTIP | Vanguard Short-term Tips | +0.5% | +222.86% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.4% | +150.99% | Add |
| 6 | SCHC | Schwab Intl Small-cap Equity | +0.4% | +16.07% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | -5.23% | Trim |
| 8 | PLMR | Palomar Holdings Inc | +0.2% | — | Unchanged |
| 9 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +14.88% | Add |
| 10 | MU | Micron Technology Inc | +0.2% | +49.78% | Add |
| 11 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +2.90% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +60.59% | Add |
| 13 | BBAX | Jpmorgan Betabuilders Develo | +0.1% | +78.56% | Add |
| 14 | IMTM | Ishares Msci Intl Momentum F | +0.1% | -2.08% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.88% | Add |
| 16 | FLCH | Franklin Ftse China ETF | +0.1% | +24.90% | Add |
| 17 | STX | Seagate Technology Holdings plc | +0.1% | +7036.36% | Add |
| 18 | F | Ford Motor Co | +0.1% | +1634.37% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | -3.15% | Trim |
| 20 | BBCA | Jpmorgan Betabuilders Canada | +0.1% | +3.44% | Add |
| 21 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -2.02% | Trim |
| 22 | HOOD | Robinhood Markets Inc - A | +0.1% | -17.80% | Trim |
| 23 | JBL | Jabil Inc | +0.1% | -2.41% | Trim |
| 24 | CAR | Avis Budget Group Inc | +0.1% | NEW | New buy |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +1724.01% | Add |
| 26 | XLI | Ss Industrial Select Sector | +0.1% | -1.69% | Trim |
| 27 | VCIT | Vanguard Int-term Corporate | +0.1% | +125.34% | Add |
| 28 | CPA | Copa Holdings, S.A. | +0.1% | +506.69% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.80% | Trim |
| 30 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +17.22% | Add |
| 31 | AL | Air Lease CORP | +0.1% | +13943.75% | Add |
| 32 | COF | Capital One Financial CORP | +0.1% | +80.28% | Add |
| 33 | PWR | Quanta Services Inc | +0.1% | -11.68% | Trim |
| 34 | WDC | Western Digital CORP | +0.1% | +885.44% | Add |
| 35 | FLEX | Flex Ltd. | +0.1% | -2.63% | Trim |
| 36 | OSK | Oshkosh CORP | +0.1% | NEW | New buy |
| 37 | CIB | Grupo Cibest Sa-adr | +0.1% | NEW | New buy |
| 38 | VPL | Vanguard Ftse Pacific ETF | +0.1% | -4.14% | Trim |
| 39 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +5.28% | Add |
| 40 | KLAC | Kla CORP | +0.1% | -7.33% | Trim |
| 41 | AMAT | Applied Materials Inc | +0.1% | -3.55% | Trim |
| 42 | DOX | Amdocs Limited | +0.1% | +168.13% | Add |
| 43 | VST | Vistra CORP | +0.1% | -14.00% | Trim |
| 44 | OMF | Onemain Holdings Inc | +0.1% | +264.89% | Add |
| 45 | BWA | Borgwarner Inc | +0.1% | NEW | New buy |
| 46 | KEP | Korea Elec Power Corp-sp Adr | +0.1% | +158.77% | Add |
| 47 | BAB | Invesco Taxable Municipal Bo | +0.1% | +196.42% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -4.71% | Trim |
| 49 | IVLU | Ishares Msci International V | 0% | -2.54% | Trim |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -2.27% | Trim |
According to official SEC Form 13F filings, Atlas Capital Advisors Inc. reported a total U.S. public equity portfolio value of $874.8M across 922 disclosed positions in Q2 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 15.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
BIL
市值: $5.7M
Top Position Liquidated / Trimmed
GCMFX
前期市值: $1.6M
During Q2 2025, Atlas Capital Advisors Inc.'s top holdings by market value included PG (5.4%)、VGK (4.0%)、PLMR (2.7%). The largest single position, PG, represented 5.4% of total portfolio value.
In Q2 2025, Atlas Capital Advisors Inc. made 189 total portfolio adjustments, initiating 8 new buys, adding to 48 positions, trimming 122 holdings, and fully liquidating 11 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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