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Atlas Capital Advisors Inc.

Portfolio Manager
Atlas Capital Advisors Inc.
Performance
-3.75% (2026 Q1)
AUM (13F)
$874.84M
# of Holdings
988
Performance Rank
Allocation (Top 20)
34.3%

Atlas Capital Advisors Inc. Holdings Map

Top 50 Atlas Capital Advisors Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PG
Procter Gamble Co
4.49%271.7K$39.2M
-0.19%(-507)
2025-Q1: 275.5K shares2025-Q2: 275.5K shares2025-Q3: 0 shares2025-Q4: 272.2K shares2026-Q1: 271.7K shares
$170.38(-11.13%)
2026-03-31
VGK
Vanguard European Stock ETF
4.43%470.5K$38.8M
+1.60%(+7.39K)
2025-Q1: 369.8K shares2025-Q2: 422.0K shares2025-Q3: 0 shares2025-Q4: 463.1K shares2026-Q1: 470.5K shares
$66.00(+35.38%)
2026-03-31
PLMR
Palomar Holdings Inc
2.48%181.6K$21.7M
+0.00%(+0)
2025-Q1: 141.3K shares2025-Q2: 141.3K shares2025-Q3: 0 shares2025-Q4: 181.6K shares2026-Q1: 181.6K shares
$98.59(+42.00%)
2026-03-31
AAPL
Apple Inc
1.96%67.4K$17.1M
+4.37%(+2.82K)
2025-Q1: 76.3K shares2025-Q2: 73.6K shares2025-Q3: 0 shares2025-Q4: 64.6K shares2026-Q1: 67.4K shares
$174.12(+77.25%)
2026-03-31
SPEM
SPDR Emerging Market ETF
1.92%357.4K$16.8M
-6.31%(-24.05K)
2025-Q1: 371.7K shares2025-Q2: 382.4K shares2025-Q3: 0 shares2025-Q4: 381.4K shares2026-Q1: 357.4K shares
$35.40(+44.39%)
2026-03-31
XLK
SPDR S P Info Technology ETF
1.75%115.5K$15.3M
-8.21%(-10.33K)
2025-Q1: 76.1K shares2025-Q2: 63.6K shares2025-Q3: 0 shares2025-Q4: 125.8K shares2026-Q1: 115.5K shares
$67.59(+167.17%)
2026-03-31
EMXC
iShares MSCI Emerging Mkts Ex China ETF
1.63%181.1K$14.2M
+33.82%(+45.77K)
2025-Q1: 63.4K shares2025-Q2: 62.0K shares2025-Q3: 0 shares2025-Q4: 135.3K shares2026-Q1: 181.1K shares
$62.52(+55.13%)
2026-03-31
IMTM
iShares Edge MSCI Intl ETF
1.41%256.7K$12.3M
+1.74%(+4.40K)
2025-Q1: 268.7K shares2025-Q2: 263.1K shares2025-Q3: 0 shares2025-Q4: 252.3K shares2026-Q1: 256.7K shares
$34.69(+51.38%)
2026-03-31
MSFT
Microsoft Corp
1.33%31.4K$11.6M
+2.35%(+721)
2025-Q1: 34.3K shares2025-Q2: 32.5K shares2025-Q3: 0 shares2025-Q4: 30.6K shares2026-Q1: 31.4K shares
$414.70(-5.84%)
2026-03-31
GOOGL
Alphabet Inc A
1.3%39.6K$11.4M
+2.59%(+1.00K)
2025-Q1: 39.7K shares2025-Q2: 39.4K shares2025-Q3: 0 shares2025-Q4: 38.6K shares2026-Q1: 39.6K shares
$158.49(+127.09%)
2026-03-31

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