AC

Atlas Capital Advisors INC.

Diversified strategyMomentum followerLong-term holder

Total reported value

$874.8M

Reporting period: 2026-03-31 · Number of holdings: 1066

ATLAS CAPITAL ADVISORS INC. disclosed 1066 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $874.8M and a quarterly turnover rate of 16.4%.

Personality snowflake

Concentration
4.23
Portfolio Stability
16.38
Momentum/Contrarian
100
Sector conviction
45.67
Diversification
100
Sizing Uniformity
69.23

Recent moves

  • Add EMXC

    +33.8%　$4.4M

  • Trim MSFT

    +2.4%　-$3.2M

  • Trim XLK

    -8.2%　-$2.8M

  • Trim PLMR

    0.0%　-$2.8M

  • Trim VOLVF

    0.0%　-$2.1M

  • Trim RSPT

    -23.8%　-$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 989 holdings (of 1066 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PGProcter & Gamble Co/theStock-Consumer Staples4.49%—-0.19%
2VGKVanguard Ftse Europe ETFETF-Other4.43%—+1.60%
3PLMRPalomar Holdings INCStock-Financials2.48%-0.25%—
4AAPLApple INCStock-Tech1.96%—+4.37%
5SPEMState Street Sp Ptf Em ETFETF-Other1.92%-0.07%-6.31%
6XLKSs Technology Select SectorETF-Tech1.75%-0.27%-8.21%
7EMXCIshares Msci Emr Mrk Ex ChnaETF-Other1.63%+0.53%+33.82%
8IMTMIshares Msci Intl Momentum FETF-Other1.41%—+1.74%
9MSFTMicrosoft CORPStock-Tech1.33%-0.32%+2.35%
10GOOGLAlphabet Inc-cl AStock-Comm Services1.30%-0.04%+2.59%
11BBAXJpmorgan Betabuilders DeveloETF-Other1.26%+0.15%+5.09%
12VPLVanguard Ftse Pacific ETFETF-Other1.24%+0.13%+0.98%
13VSSVanguard Ftse All Wo X-us ScETF-Other1.24%-0.14%-13.80%
14IVLUIshares Msci International VETF-Other1.23%—-1.20%
15VOEVanguard Mid-cap Value ETFETF-Other1.21%—-5.77%
16BBCAJpmorgan Betabuilders CanadaETF-Other1.19%—-1.81%
17AMZNAmazon.com INCStock-Consumer Disc1.09%-0.07%+1.51%
18VGTVanguard Info Tech ETFETF-Tech1.06%-0.16%-8.54%
19XLISs Industrial Select SectorETF-Other1.04%—+2.13%
20XLCSs Comm Select Sector SpdrETF-Other1.04%-0.13%-7.89%
21XLFSs Financial Select SectorETF-Other1.04%-0.15%-5.77%
22GOOGAlphabet Inc-cl CStock-Comm Services1.04%—+2.00%
23SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.04%—+1.53%
24FTECFidelity Msci Info Tech IndxETF-Tech1.03%-0.10%-4.07%
25SCHCSchwab Intl Small-cap EquityETF-Other1.03%—-3.71%
26VBRVanguard Small-cap Value ETFETF-Other1.00%—-2.36%
27VHTVanguard Health Care ETFETF-Other0.99%—+8.61%
28SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.91%—-0.02%
29VTIPVanguard Short-term TipsETF-Other0.90%+0.12%+12.18%
30EFVIshares Msci Eafe Value ETFETF-Other0.87%—+1.46%
31VTVanguard Tot World Stk ETFETF-Other0.87%—+0.10%
32VOXVanguard Communication ServiETF-Other0.83%-0.10%-6.03%
33VVisa Inc-class A SharesStock-Financials0.83%-0.09%+2.77%
34VFHVanguard Financials ETFETF-Other0.83%-0.13%-6.65%
35BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.82%—+8.85%
36FLJPFranklin Ftse Japan ETFETF-Other0.81%—+2.49%
37VGITVanguard Intermediate-term TETF-Other0.78%-0.06%-9.27%
38RSPTInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.75%-0.21%-23.75%
39MTUMIshares Msci USA Momentum FaETF-Other0.71%——
40REGNRegeneron PharmaceuticalsStock-Healthcare0.69%——
41VTIVanguard Total Stock Mkt ETFETF-Other0.68%—+0.34%
42VTVVanguard Value ETFETF-Other0.67%—+1.09%
43IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.66%—+3.97%
44COSTCostco Wholesale CORPStock-Consumer Staples0.63%+0.10%+0.23%
45VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.62%—-4.96%
46BRK-BBerkshire Hathaway Inc-cl BStock-Other0.61%—+0.30%
47FSTAFidelity Msci Cons Stap IndxETF-Other0.52%+0.18%+42.64%
48VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.51%—+0.38%
49MUMicron Technology INCStock-Tech0.51%-0.15%-37.43%
50FDISFidelity Msci Cons Discr IndETF-Other0.50%-0.14%-16.54%
1–50 of 989

Holding changes this quarter

Atlas Capital Advisors INC.'s most significant position changes for 2026-03-31: Sold out: Cyberark Software LTD; Sold out: Robinhood Markets INC - A (HOOD); New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares California Muni Bond (CMF); New buy: Vanguard Int-term Corporate (VCIT).

Position changes disclosed by Atlas Capital Advisors INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EMXCIshares Msci Emr Mrk Ex Chna+0.5%+33.82%Add
2FDXFedex CORP+0.2%+1107.26%Add
3PANWPalo Alto Networks INC+0.2%+2282.49%Add
4FSTAFidelity Msci Cons Stap Indx+0.2%+42.64%Add
5WDCWestern Digital CORP+0.2%-7.25%Trim
6BBAXJpmorgan Betabuilders Develo+0.2%+5.09%Add
7XLBSs Materials Select Sector+0.1%+106.14%Add
8VDEVanguard Energy ETF+0.1%+5.69%Add
9VPLVanguard Ftse Pacific ETF+0.1%+0.98%Add
10VDCVanguard Consumer Staple ETF+0.1%+66.01%Add
11VTIPVanguard Short-term Tips+0.1%+12.18%Add
12COSTCostco Wholesale CORP+0.1%+0.23%Add
13BMYBristol-myers Squibb Co+0.1%+264.12%Add
14APAApa CORP+0.1%+37.52%Add
15STXSeagate Technology Holdings plc+0.1%-6.06%Trim
16DEDeere & Co+0.1%+0.16%Add
17AESAes CORP+0.1%+1383.07%Add
18STTState Street CORP+0.1%+12622.73%Add
19GOOGLAlphabet Inc-cl A0%+2.59%Add
20VGITVanguard Intermediate-term T-0.1%-9.27%Trim
21SPEMState Street Sp Ptf Em ETF-0.1%-6.31%Trim
22AMZNAmazon.com INC-0.1%+1.51%Add
23HDLMYHeidelberg Materials AG-0.1%-51.92%Trim
24SCHMSchwab US Mid Cap ETF-0.1%-18.83%Trim
25VVisa Inc-class A Shares-0.1%+2.77%Add
26VCRVanguard Consumer Discre ETF-0.1%-12.46%Trim
27FTECFidelity Msci Info Tech Indx-0.1%-4.07%Trim
28VOXVanguard Communication Servi-0.1%-6.03%Trim
29COFCapital One Financial CORP-0.1%-49.50%Trim
30ARHSArhaus INC-0.1%—Unchanged
31XLCSs Comm Select Sector Spdr-0.1%-7.89%Trim
32VFHVanguard Financials ETF-0.1%-6.65%Trim
33VSSVanguard Ftse All Wo X-us Sc-0.1%-13.80%Trim
34FDISFidelity Msci Cons Discr Ind-0.1%-16.54%Trim
35FLCHFranklin Ftse China ETF-0.1%-33.57%Trim
36XLFSs Financial Select Sector-0.2%-5.77%Trim
37MUMicron Technology INC-0.2%-37.43%Trim
38XLYSs Consumer Disc Select Sect-0.2%-24.11%Trim
39VGTVanguard Info Tech ETF-0.2%-8.54%Trim
40IBMIntl Business Machines CORP-0.2%-39.74%Trim
41RSPTInvesco S&p 500 Equal Weight-0.2%-23.75%Trim
42VOLVFVolvo Ab-b Shs-0.2%—Unchanged
43PLMRPalomar Holdings INC-0.3%—Unchanged
44XLKSs Technology Select Sector-0.3%-8.21%Trim
45MSFTMicrosoft CORP-0.3%+2.35%Add
46✓ Cyberark Software LTD—EXITSold out
47HOODRobinhood Markets INC - A—EXITSold out
48SCHXSchwab US Large-cap ETF—NEWNew buy
49CMFIshares California Muni Bond—NEWNew buy
50VCITVanguard Int-term Corporate—NEWNew buy

FAQ

What is Atlas Capital Advisors INC. and what type of investor is it?
Atlas Capital Advisors INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $874.8M, spread across 1066 disclosed positions.
What are Atlas Capital Advisors INC.'s largest equity positions?
Based on the latest 13F filing, Atlas Capital Advisors INC.'s top holdings by market value are: 1. Procter & Gamble Co/the (PG) — $39.2M (4.5%) 2. Vanguard Ftse Europe ETF (VGK) — $38.8M (4.4%) 3. Palomar Holdings INC (PLMR) — $21.7M (2.5%) 4. Apple INC (AAPL) — $17.1M (2.0%) 5. State Street Sp Ptf Em ETF (SPEM) — $16.8M (1.9%)
What changes did Atlas Capital Advisors INC. make in its most recent portfolio filing?
In the latest reported quarter, Atlas Capital Advisors INC. made 47 notable position adjustments: 3 new positions were initiated, 20 existing holdings were added to, 22 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Cyberark Software LTD; Sold out: Robinhood Markets INC - A (HOOD); New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares California Muni Bond (CMF); New buy: Vanguard Int-term Corporate (VCIT)
What sectors does Atlas Capital Advisors INC. focus on?
Atlas Capital Advisors INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.6% • Financials: 17.0% • Consumer Staples: 14.4% • Health Care: 11.6% • Communication Services: 10.6% • Consumer Discretionary: 8.0%