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CIK: 0001434165
Total reported value
$874.8M
$874.8M
971 檔
15.8%
At the close of Q4 2025, Atlas Capital Advisors Inc. disclosed equity holdings valued at approximately $874.8M, spread across 971 reported holdings.
In Q4 2025, Atlas Capital Advisors Inc. adopted a defensive or profit-taking posture, trimming 89 positions and completely liquidating 24 holdings to manage risk exposure.
Showing top 200 holdings (of 971 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.34% | — | -1.20% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.31% | — | +9.76% | |
| 3 | PLMR | Palomar Holdings Inc | Stock-Financials | 2.73% | — | +28.56% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.02% | — | +97.64% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.99% | — | -0.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.96% | — | -12.22% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | — | -5.83% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.38% | — | -34.03% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.35% | — | -4.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | — | -1.95% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.22% | — | -3.49% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.20% | — | +55.51% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.19% | — | -22.66% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.17% | — | +7.67% | |
| 15 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.17% | — | +24.71% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | — | -1.25% | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.16% | — | -5.65% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.13% | — | -1.84% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.11% | — | +5.74% | |
| 20 | BBAX | Jpmorgan Betabuilders Develo | ETF-Other | 1.11% | — | +299.89% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.10% | — | +118.30% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | — | +3.40% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.01% | — | -31.80% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.97% | — | +116.03% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | — | -0.68% | |
| 26 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | — | +6.11% | |
| 27 | VFH | Vanguard Financials ETF | ETF-Other | 0.96% | — | -16.99% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.95% | — | -16.78% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.94% | — | +19.28% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | -0.01% | -29.54% | |
| 31 | VOX | Vanguard Communication Servi | ETF-Other | 0.93% | — | +4.28% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | -0.95% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.86% | — | +0.02% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.84% | — | +23.89% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.80% | — | -1.45% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.78% | — | +23.49% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.73% | — | +15.88% | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.73% | — | -8.12% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | — | -13.25% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | — | -12.34% | |
| 41 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.67% | — | — | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.66% | — | -29.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | +1.01% | |
| 44 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.64% | — | +2.34% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | — | +27.40% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | — | -7.68% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | — | +0.29% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | — | -2.17% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -11.98% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.50% | — | -6.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +1.1% | +9.76% | Add |
| 2 | BBAX | Jpmorgan Betabuilders Develo | +1% | +299.89% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +118.30% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.95% | Trim |
| 5 | VTIP | Vanguard Short-term Tips | +0.6% | +23.49% | Add |
| 6 | VGIT | Vanguard Intermediate-term T | +0.5% | +23.89% | Add |
| 7 | MU | Micron Technology Inc | +0.5% | -29.09% | Add |
| 8 | BBCA | Jpmorgan Betabuilders Canada | +0.4% | +24.71% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | +3.40% | Trim |
| 10 | PLMR | Palomar Holdings Inc | +0.3% | +28.56% | Add |
| 11 | WDC | Western Digital CORP | +0.3% | +62.82% | Add |
| 12 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | +6.11% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +91.05% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +78.95% | Add |
| 15 | VOLVF | Volvo Ab-b Shs | +0.2% | — | Unchanged |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +6.79% | Add |
| 17 | CVS | Cvs Health CORP | +0.2% | +84.55% | Add |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +93.82% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +6.71% | Add |
| 20 | MAR | Marriott International -cl A | +0.2% | +26536.84% | Add |
| 21 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -0.27% | Add |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +62.72% | Add |
| 23 | F | Ford Motor Co | +0.1% | +1.16% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | -5.24% | Trim |
| 25 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +5.74% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | -20.77% | Trim |
| 27 | PEP | Pepsico Inc | +0.1% | +583.38% | Add |
| 28 | AMKR | Amkor Technology Inc | +0.1% | +7248.65% | Add |
| 29 | MKSI | Mks Inc | +0.1% | — | Add |
| 30 | VOX | Vanguard Communication Servi | +0.1% | +4.28% | Trim |
| 31 | TEL | TE Connectivity plc | +0.1% | +5.94% | Add |
| 32 | LII | Lennox International Inc | +0.1% | +4708.11% | Add |
| 33 | JBL | Jabil Inc | +0.1% | +0.08% | Trim |
| 34 | FLEX | Flex Ltd. | +0.1% | -0.70% | Trim |
| 35 | GM | General Motors Co | +0.1% | +13.64% | Trim |
| 36 | COF | Capital One Financial CORP | +0.1% | +2.81% | Add |
| 37 | CPA | Copa Holdings, S.A. | +0.1% | -4.15% | Add |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.40% | Add |
| 39 | KLAC | Kla CORP | +0.1% | -15.89% | Trim |
| 40 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.74% | Add |
| 41 | HPE | Hewlett Packard Enterprise | +0.1% | +129.95% | Add |
| 42 | SAN | Banco Santander Sa-spon Adr | +0.1% | +17.10% | Add |
| 43 | OMF | Onemain Holdings Inc | +0.1% | +32.23% | Add |
| 44 | SIRI | Sirius Xm Holdings Inc | +0.1% | +7691.68% | Add |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5337.78% | Add |
| 46 | NVDA | Nvidia CORP | +0.1% | -19.31% | Trim |
| 47 | DELL | Dell Technologies -c | +0.1% | +22.33% | Add |
| 48 | NXST | Nexstar Media Group Inc | +0.1% | +622.97% | Add |
| 49 | TDC | Teradata CORP | +0.1% | +14183.66% | Add |
| 50 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4438.94% | 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 971 disclosed positions in Q4 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 15.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIL
市值: $6.5M
Top Position Liquidated / Trimmed
VIG
前期市值: $2.6M
During Q4 2025, Atlas Capital Advisors Inc.'s top holdings by market value included PG (4.3%)、VGK (4.3%)、PLMR (2.7%). The largest single position, PG, represented 4.3% of total portfolio value.
In Q4 2025, Atlas Capital Advisors Inc. made 196 total portfolio adjustments, initiating 14 new buys, adding to 69 positions, trimming 89 holdings, and fully liquidating 24 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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