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CIK: 0001434165
Total reported value
$874.8M
$874.8M
989 檔
15.3%
During the Q1 2026 filing period, Atlas Capital Advisors Inc. (CIK: 0001434165) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $874.8M across 989 reported positions.
Atlas Capital Advisors Inc. executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 3 holdings and trimming 103 positions.
Showing top 200 holdings (of 989 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.49% | — | -0.19% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.43% | — | +1.60% | |
| 3 | PLMR | Palomar Holdings Inc | Stock-Financials | 2.48% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.96% | — | +4.37% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.92% | — | -6.31% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 1.75% | — | -8.21% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.63% | — | +33.82% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.41% | — | +1.74% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | — | +2.35% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | — | +2.59% | |
| 11 | BBAX | Jpmorgan Betabuilders Develo | ETF-Other | 1.26% | — | +5.09% | |
| 12 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.24% | — | +0.98% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.24% | — | -13.80% | |
| 14 | IVLU | Ishares Msci International V | ETF-Other | 1.23% | — | -1.20% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.21% | — | -5.77% | |
| 16 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.19% | — | -1.81% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | — | +1.51% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | — | -8.54% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | — | +2.13% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.04% | — | -7.89% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.04% | — | -5.77% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | — | +2.00% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.04% | — | +1.53% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.03% | — | -4.07% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.03% | — | -3.71% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.00% | — | -2.36% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-Other | 0.99% | — | +8.61% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.01% | -0.02% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.90% | — | +12.18% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.87% | — | +1.46% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | — | +0.10% | |
| 32 | VOX | Vanguard Communication Servi | ETF-Other | 0.83% | — | -6.03% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | — | +2.77% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 0.83% | — | -6.65% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.82% | — | +8.85% | |
| 36 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.81% | — | +2.49% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | — | -9.27% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | — | -23.75% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | — | — | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.69% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | — | +0.34% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | — | +1.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +3.97% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | +0.23% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | — | -4.96% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | +0.30% | |
| 47 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.52% | — | +42.64% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | +0.38% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.51% | — | -37.43% | |
| 50 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.50% | — | -16.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.5% | +33.82% | Add |
| 2 | FDX | Fedex CORP | +0.2% | +1107.26% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.2% | +2282.49% | Add |
| 4 | FSTA | Fidelity Msci Cons Stap Indx | +0.2% | +42.64% | Add |
| 5 | WDC | Western Digital CORP | +0.2% | -7.25% | Trim |
| 6 | BBAX | Jpmorgan Betabuilders Develo | +0.2% | +5.09% | Add |
| 7 | PG | Procter & Gamble Co/the | +0.2% | -0.19% | Trim |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +106.14% | Add |
| 9 | VDE | Vanguard Energy ETF | +0.1% | +5.69% | Add |
| 10 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +0.98% | Add |
| 11 | VDC | Vanguard Consumer Staple ETF | +0.1% | +66.01% | Add |
| 12 | VTIP | Vanguard Short-term Tips | +0.1% | +12.18% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.23% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +264.12% | Add |
| 15 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 16 | CMF | Ishares California Muni Bond | +0.1% | NEW | New buy |
| 17 | APA | Apa CORP | +0.1% | +37.52% | Add |
| 18 | STX | Seagate Technology Holdings plc | +0.1% | -6.06% | Trim |
| 19 | DE | Deere & Co | +0.1% | +0.16% | Add |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +8.85% | Add |
| 21 | XLI | Ss Industrial Select Sector | +0.1% | +2.13% | Add |
| 22 | AES | Aes CORP | +0.1% | +1383.07% | Add |
| 23 | STT | State Street CORP | +0.1% | +12622.73% | Add |
| 24 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 25 | EIX | Edison International | +0.1% | NEW | New buy |
| 26 | FLJP | Franklin Ftse Japan ETF | +0.1% | +2.49% | Add |
| 27 | SEB | Seaboard CORP | +0.1% | NEW | New buy |
| 28 | XLE | Ss Energy Select Sector | +0.1% | +8.64% | Add |
| 29 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +78.53% | Add |
| 30 | VZ | Verizon Communications Inc | +0.1% | -5.12% | Trim |
| 31 | PWR | Quanta Services Inc | +0.1% | -6.98% | Trim |
| 32 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +1.46% | Add |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +1.53% | Add |
| 34 | IVLU | Ishares Msci International V | +0.1% | -1.20% | Trim |
| 35 | PFG | Principal Financial Group | +0.1% | +395.82% | Add |
| 36 | AA | Alcoa CORP | +0.1% | +213.44% | Add |
| 37 | VTRS | Viatris Inc | +0.1% | +85.35% | Add |
| 38 | OVV | Ovintiv Inc | +0.1% | +228.11% | Add |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +18.74% | Add |
| 40 | FUTY | Fidelity Msci US Utilities | +0.1% | +26.23% | Add |
| 41 | XLV | Ss Health Care Select Sector | +0.1% | +18.51% | Add |
| 42 | NVDA | Nvidia CORP | +0.1% | +20.72% | Add |
| 43 | AMAT | Applied Materials Inc | +0.1% | -17.32% | Trim |
| 44 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +1.74% | Add |
| 45 | SON | Sonoco Products Co | +0.1% | +23247.37% | Add |
| 46 | ADM | Archer-daniels-midland Co | +0.1% | +753.96% | Add |
| 47 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +63.31% | Add |
| 48 | MKSI | Mks Inc | +0.1% | +0.64% | Add |
| 49 | WU | Western Union Co | +0.1% | +1046.71% | Add |
| 50 | DELL | Dell Technologies -c | +0.1% | -8.34% | 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 989 disclosed positions in Q1 2026.
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 15.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHX
市值: $784.4K
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $2.5M
During Q1 2026, Atlas Capital Advisors Inc.'s top holdings by market value included PG (4.5%)、VGK (4.4%)、PLMR (2.5%). The largest single position, PG, represented 4.5% of total portfolio value.
In Q1 2026, Atlas Capital Advisors Inc. made 190 total portfolio adjustments, initiating 11 new buys, adding to 73 positions, trimming 103 holdings, and fully liquidating 3 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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