Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATLAS CAPITAL ADVISORS INC. (CIK 1434165) reported $874.8M across 969 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PG ($39.2M, 4.49%), VGK ($38.8M, 4.43%), PLMR ($21.7M, 2.48%), AAPL ($17.1M, 1.96%), SPEM ($16.8M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PG | Procter Gamble Co | $39.2M | 4.49% | 271,681 | Trimmed |
| 2 | VGK | Vanguard European Stock ETF | $38.8M | 4.43% | 470,532 | Added |
| 3 | PLMR | Palomar Holdings Inc | $21.7M | 2.48% | 181,634 | Hold |
| 4 | AAPL | Apple Inc | $17.1M | 1.96% | 67,432 | Added |
| 5 | SPEM | SPDR Emerging Market ETF | $16.8M | 1.92% | 357,358 | Trimmed |
| 6 | XLK | SPDR S P Info Technology ETF | $15.3M | 1.75% | 115,459 | Trimmed |
| 7 | EMXC | iShares MSCI Emerging Mkts Ex China ETF | $14.2M | 1.63% | 181,109 | Added |
| 8 | IMTM | iShares Edge MSCI Intl ETF | $12.3M | 1.41% | 256,678 | Added |
| 9 | MSFT | Microsoft Corp | $11.6M | 1.33% | 31,368 | Added |
| 10 | GOOGL | Alphabet Inc A | $11.4M | 1.30% | 39,584 | Added |
| 11 | BBAX | JP Morgan Betabuilders Dev Asia Ex-Jpn ETF | $11.0M | 1.26% | 185,469 | Added |
| 12 | VPL | Vanguard Ftse Pacific ETF | $10.9M | 1.24% | 111,410 | Added |
| 13 | VSS | Vanguard Ftse All-Wld Ex-US Small Cap ETF | $10.9M | 1.24% | 74,611 | Trimmed |
| 14 | IVLU | iShares Edge MSCI Intl Value Factor ETF | $10.7M | 1.23% | 270,387 | Trimmed |
| 15 | VOE | Vanguard Mid-Cap Value ETF | $10.6M | 1.21% | 57,318 | Trimmed |
| 16 | BBCA | JP Morgan Betabuilders Canada ETF | $10.4M | 1.19% | 110,848 | Trimmed |
| 17 | AMZN | Amazon Com Inc | $9.6M | 1.09% | 45,913 | Added |
| 18 | VGT | Vanguard Information Technology ETF | $9.3M | 1.06% | 13,313 | Trimmed |
| 19 | XLC | SPDR Communications Services ETF | $9.1M | 1.04% | 82,321 | Trimmed |
| 20 | XLI | SPDR S P Industrials ETF | $9.1M | 1.04% | 56,429 | Added |
| 21 | XLF | SPDR S P Financial ETF | $9.1M | 1.04% | 184,456 | Trimmed |
| 22 | SPDW | SPDR Developed World Ex-US ETF | $9.1M | 1.04% | 198,510 | Added |
| 23 | GOOG | Alphabet Inc C | $9.1M | 1.04% | 31,728 | Added |
| 24 | SCHC | Schwab Intl Small-Cap Equity ETF | $9.0M | 1.03% | 192,171 | Trimmed |
| 25 | FTEC | Fidelity MSCI Information Tech ETF | $9.0M | 1.03% | 43,388 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31