Atlas Capital Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$874.8M
Q ending 2026-03-31
Prior quarter
$899.8M
Q ending 2025-12-31
Change
-2.8% QoQ · +9.3% YoY
Positions
989
reported holdings
Largest positions
Top 100 of 989 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Procter Gamble Co | PG | Shares | $39.2M | 272K |
| Vanguard European Stock Etf | VGK | Shares | $38.8M | 471K |
| Palomar Holdings Inc | PLMR | Shares | $21.7M | 182K |
| Apple Inc | AAPL | Shares | $17.1M | 67K |
| Spdr Emerging Market Etf | SPEM | Shares | $16.8M | 357K |
| Spdr S P Info Technology Etf | XLK | Shares | $15.3M | 115K |
| Ishares Msci Emerging Mkts Ex Chin | EMXC | Shares | $14.2M | 181K |
| Ishares Edge Msci Intl Etf | IMTM | Shares | $12.3M | 257K |
| Microsoft Corp | MSFT | Shares | $11.6M | 31K |
| Alphabet Inc A | GOOGL | Shares | $11.4M | 40K |
| Jp Morgan Betabuilders Dev Asia Ex | BBAX | Shares | $11.0M | 185K |
| Vanguard Ftse Pacific Etf | VPL | Shares | $10.9M | 111K |
| Vanguard Ftse All-Wld Ex-Us Small | VSS | Shares | $10.9M | 75K |
| Ishares Edge Msci Intl Value Facto | IVLU | Shares | $10.7M | 270K |
| Vanguard Mid-Cap Value Etf | VOE | Shares | $10.6M | 57K |
| Jp Morgan Betabuilders Canada Etf | BBCA | Shares | $10.4M | 111K |
| Amazon Com Inc | AMZN | Shares | $9.6M | 46K |
| Vanguard Information Technology Et | VGT | Shares | $9.3M | 13K |
| Spdr S P Industrials Etf | XLI | Shares | $9.1M | 56K |
| Spdr Communications Services Etf | XLC | Shares | $9.1M | 82K |
| Spdr S P Financial Etf | XLF | Shares | $9.1M | 184K |
| Alphabet Inc C | GOOG | Shares | $9.1M | 32K |
| Spdr Developed World Ex-Us Etf | SPDW | Shares | $9.1M | 199K |
| Fidelity Msci Information Tech Etf | FTEC | Shares | $9.0M | 43K |
| Schwab Intl Small-Cap Equity Etf | SCHC | Shares | $9.0M | 192K |
| Vanguard Small Cap Value Etf | VBR | Shares | $8.8M | 40K |
| Vanguard Health Care Etf | VHT | Shares | $8.7M | 32K |
| Spdr S P 500 Etf | SPY | Shares | $8.0M | 12K |
| Vanguard Short-Term Tips Etf | VTIP | Shares | $7.9M | 158K |
| Ishares Msci Eafe Value Etf | EFV | Shares | $7.6M | 102K |
| Vanguard Total World Stock Etf | VT | Shares | $7.6M | 55K |
| Vanguard Communications Services E | VOX | Shares | $7.3M | 41K |
| Visa Inc | V | Shares | $7.3M | 24K |
| Vanguard Financials Etf | VFH | Shares | $7.3M | 60K |
| Spdr Blmbg Barclays 1-3 Mth T-Bill | BIL | Shares | $7.1M | 78K |
| Franklin Ftse Japan Etf | FLJP | Shares | $7.0M | 195K |
| Vanguard Intermediate Treasury Etf | VGIT | Shares | $6.8M | 114K |
| Invesco Sp500 Eqlwt Tech Etf | RSPT | Shares | $6.5M | 144K |
| Ishares Msci Us Momentum Etf | MTUM | Shares | $6.2M | 26K |
| Regeneron Pharmaceuticals Inc | REGN | Shares | $6.0M | 8K |
| Vanguard Total Stock Market Etf | VTI | Shares | $5.9M | 18K |
| Vanguard Value Etf | VTV | Shares | $5.9M | 30K |
| Ishares S P 500 Etf | IVV | Shares | $5.8M | 9K |
| Costco Wholesale Corp | COST | Shares | $5.5M | 6K |
| Vanguard Emerging Markets Etf | VWO | Shares | $5.4M | 101K |
| Berkshire Hathaway Inc | BRK/B | Shares | $5.3M | 11K |
| Fidelity Msci Consumer Staples Etf | FSTA | Shares | $4.6M | 87K |
| Vanguard S P 500 Etf | VOO | Shares | $4.4M | 7K |
| Micron Technology Inc | MU | Shares | $4.4M | 13K |
| Fidelity Msci Consumer Discretiona | FDIS | Shares | $4.4M | 47K |
| Applied Materials Inc | AMAT | Shares | $4.3M | 13K |
| Western Digital Corp | WDC | Shares | $4.2M | 15K |
| Mckesson Corp | MCK | Shares | $4.0M | 5K |
| Spdr S P Health Care Etf | XLV | Shares | $4.0M | 27K |
| Ishares Core Msci Europe Etf | IEUR | Shares | $3.9M | 56K |
| Deere Co | DE | Shares | $3.9M | 7K |
| Verizon Communications Inc | VZ | Shares | $3.9M | 77K |
| Schwab Us Broad Market Etf | SCHB | Shares | $3.7M | 146K |
| Jp Morgan Chase Co | JPM | Shares | $3.6M | 12K |
| Vanguard Consumer Discretionary Et | VCR | Shares | $3.6M | 10K |
| Nvidia Corp | NVDA | Shares | $3.6M | 21K |
| Fidelity Msci Communication Servic | FCOM | Shares | $3.6M | 53K |
| Lam Research Corp | LRCX | Shares | $3.6M | 17K |
| Ishares Msci Core Em Etf | IEMG | Shares | $3.5M | 50K |
| Kla-Tencor Corp | KLAC | Shares | $3.5M | 2K |
| Schwab Us Mid-Cap Etf | SCHM | Shares | $3.4M | 111K |
| Vanguard Energy Etf | VDE | Shares | $3.3M | 19K |
| Fidelity Msci Industrials Etf | FIDU | Shares | $3.3M | 38K |
| Eli Lilly Co | LLY | Shares | $3.2M | 4K |
| Vanguard Ftse All-World Ex-Us Etf | VEU | Shares | $3.2M | 43K |
| Quanta Services Inc | PWR | Shares | $3.1M | 6K |
| Spdr S P Consumer Discretionary Et | XLY | Shares | $3.1M | 28K |
| Atandt Inc | T | Shares | $3.1M | 107K |
| Cisco Systems Inc | CSCO | Shares | $3.0M | 39K |
| Ishares Core Russell Us Etf | IUSV | Shares | $3.0M | 30K |
| Fidelity Msci Health Care Etf | FHLC | Shares | $2.9M | 41K |
| Seagate Technology | Shares | $2.8M | 7K | |
| Jabil Inc | JBL | Shares | $2.7M | 10K |
| Cvs Caremark Corp | CVS | Shares | $2.6M | 36K |
| Hca Holdings Inc | HCA | Shares | $2.6M | 5K |
| Dell Technologies Inc | DELL | Shares | $2.5M | 15K |
| Texas Instruments Inc | TXN | Shares | $2.4M | 12K |
| Amgen Inc | AMGN | Shares | $2.4M | 7K |
| Ishares Russell 2000 Value Etf | IWN | Shares | $2.3M | 12K |
| Meta Platforms Inc Class A | META | Shares | $2.3M | 4K |
| Vanguard Consumer Staples Etf | VDC | Shares | $2.3M | 10K |
| Jp Morgan Betabuilders Europe Etf | BBEU | Shares | $2.2M | 30K |
| Flex Ltd | Shares | $2.2M | 33K | |
| Berkshire Hathaway Inc A | BRK/A | Shares | $2.2M | 3 |
| Spdr S P Utilities Etf | XLU | Shares | $2.1M | 47K |
| Franklin Ftse China Etf | FLCH | Shares | $2.1M | 95K |
| Ishares Msci Eafe Small Cap Etf | SCZ | Shares | $2.0M | 26K |
| Eaton Corp | Shares | $2.0M | 6K | |
| Cardinal Health Inc | CAH | Shares | $2.0M | 9K |
| Corning Inc | GLW | Shares | $2.0M | 14K |
| Vanguard Mid-Cap Etf | VO | Shares | $1.9M | 7K |
| Spdr S P Materials Etf | XLB | Shares | $1.9M | 39K |
| Te Connectivity Ltd | Shares | $1.9M | 9K | |
| Wal-Mart Stores Inc | WMT | Shares | $1.9M | 15K |
| Spdr S P Energy Etf | XLE | Shares | $1.8M | 30K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.