Atlas Capital Advisors Inc. Portfolio Stock Holdings
Atlas Capital Advisors Inc. disclosed 988 stock positions valued at approximately $874.6 million in its latest SEC 13F filing. The largest holdings include Procter Gamble Co, Vanguard European Stock ETF, and Palomar Holdings Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 988
- Portfolio Value
- $874.6M
Holdings by Sector
Atlas Capital Advisors Inc. Portfolio Holdings in Q1 2026
886 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Procter Gamble Co | PG | Consumer Defensive | 4.49% | 271,681 | -507 | -0.19% | $39,241,603 |
| Vanguard European Stock ETF | VGK | Other | 4.43% | 470,532 | +7,392 | +1.60% | $38,785,984 |
| Palomar Holdings Inc | PLMR | Financial Services | 2.48% | 181,634 | - | - | $21,705,263 |
| Apple Inc | AAPL | Technology | 1.96% | 67,432 | +2,821 | +4.37% | $17,113,743 |
| SPDR Emerging Market ETF | SPEM | Other | 1.92% | 357,358 | -24,050 | -6.31% | $16,763,671 |
| SPDR S P Info Technology ETF | XLK | Other | 1.75% | 115,459 | -10,327 | -8.21% | $15,344,604 |
| iShares MSCI Emerging Mkts Ex China ETF | EMXC | Other | 1.63% | 181,109 | +45,770 | +33.82% | $14,246,033 |
| iShares Edge MSCI Intl ETF | IMTM | Other | 1.41% | 256,678 | +4,402 | +1.74% | $12,325,719 |
| Microsoft Corp | MSFT | Technology | 1.33% | 31,368 | +721 | +2.35% | $11,611,492 |
| Alphabet Inc A | GOOGL | Communication Services | 1.30% | 39,584 | +1,000 | +2.59% | $11,382,775 |
| JP Morgan Betabuilders Dev Asia Ex-Jpn ETF | BBAX | Other | 1.26% | 185,469 | +8,978 | +5.09% | $11,027,059 |
| Vanguard Ftse Pacific ETF | VPL | Other | 1.24% | 111,410 | +1,081 | +0.98% | $10,888,099 |
| Vanguard Ftse All-Wld Ex-US Small Cap ETF | VSS | Other | 1.24% | 74,611 | -11,940 | -13.80% | $10,877,662 |
| iShares Edge MSCI Intl Value Factor ETF | IVLU | Other | 1.23% | 270,387 | -3,272 | -1.20% | $10,728,958 |
| Vanguard Mid-Cap Value ETF | VOE | Other | 1.21% | 57,318 | -3,508 | -5.77% | $10,562,712 |
| JP Morgan Betabuilders Canada ETF | BBCA | Other | 1.19% | 110,848 | -2,041 | -1.81% | $10,426,444 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 1.09% | 45,913 | +683 | +1.51% | $9,562,300 |
| Vanguard Information Technology ETF | VGT | Other | 1.06% | 13,313 | -1,243 | -8.54% | $9,288,746 |
| SPDR S P Industrials ETF | XLI | Other | 1.04% | 56,429 | +1,178 | +2.13% | $9,126,357 |
| SPDR Communications Services ETF | XLC | Other | 1.04% | 82,321 | -7,052 | -7.89% | $9,126,169 |
| SPDR S P Financial ETF | XLF | Other | 1.04% | 184,456 | -11,287 | -5.77% | $9,106,613 |
| Alphabet Inc C | GOOG | Communication Services | 1.04% | 31,728 | +623 | +2.00% | $9,101,493 |
| SPDR Developed World Ex-US ETF | SPDW | Other | 1.04% | 198,510 | +2,994 | +1.53% | $9,061,990 |
| Fidelity MSCI Information Tech ETF | FTEC | Other | 1.03% | 43,388 | -1,843 | -4.07% | $9,026,873 |
| Schwab Intl Small-Cap Equity ETF | SCHC | Other | 1.03% | 192,171 | -7,413 | -3.71% | $8,982,072 |
| Vanguard Small Cap Value ETF | VBR | Other | 1.00% | 40,283 | -974 | -2.36% | $8,751,602 |
| Vanguard Health Care ETF | VHT | Other | 0.99% | 31,836 | +2,524 | +8.61% | $8,669,897 |
| SPDR S P 500 ETF | SPY | Other | 0.92% | 12,307 | -3 | -0.02% | $8,003,734 |
| Vanguard Short-Term Tips ETF | VTIP | Other | 0.90% | 158,199 | +17,171 | +12.18% | $7,902,040 |
| iShares MSCI EAFE Value ETF | EFV | Other | 0.87% | 102,270 | +1,470 | +1.46% | $7,603,774 |
| Vanguard Total World Stock ETF | VT | Other | 0.87% | 54,963 | +55 | +0.10% | $7,602,513 |
| Vanguard Communications Services ETF | VOX | Other | 0.83% | 40,597 | -2,606 | -6.03% | $7,300,964 |
| Visa Inc | V | Financial Services | 0.83% | 24,126 | +651 | +2.77% | $7,291,842 |
| Vanguard Financials ETF | VFH | Other | 0.83% | 60,063 | -4,281 | -6.65% | $7,256,211 |
| SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | BIL | Other | 0.82% | 78,020 | +6,342 | +8.85% | $7,149,762 |
| Franklin Ftse Japan ETF | FLJP | Other | 0.81% | 194,714 | +4,724 | +2.49% | $7,044,752 |
| Vanguard Intermediate Treasury ETF | VGIT | Other | 0.78% | 114,075 | -11,650 | -9.27% | $6,793,166 |
| Invesco SP500 EqlWt Tech ETF | RSPT | Other | 0.75% | 144,207 | -44,925 | -23.75% | $6,526,808 |
| iShares MSCI US Momentum ETF | MTUM | Other | 0.71% | 25,716 | - | - | $6,171,752 |
| Regeneron Pharmaceuticals Inc | REGN | Healthcare | 0.69% | 7,758 | - | - | $5,994,140 |
| Vanguard Total Stock Market ETF | VTI | Other | 0.68% | 18,473 | +63 | +0.34% | $5,926,394 |
| Vanguard Value ETF | VTV | Other | 0.67% | 30,023 | +325 | +1.09% | $5,890,591 |
| iShares S P 500 ETF | IVV | Other | 0.66% | 8,820 | +337 | +3.97% | $5,761,312 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.63% | 5,567 | +13 | +0.23% | $5,547,125 |
| Vanguard Emerging Markets ETF | VWO | Other | 0.62% | 100,773 | -5,262 | -4.96% | $5,446,809 |
| Berkshire Hathaway Inc | BRK-B | Financial Services | 0.61% | 11,056 | +33 | +0.30% | $5,298,035 |
| Fidelity MSCI Consumer Staples ETF | FSTA | Other | 0.52% | 87,474 | +26,151 | +42.64% | $4,577,514 |
| Vanguard S P 500 ETF | VOO | Other | 0.51% | 7,435 | +28 | +0.38% | $4,442,783 |
| Micron Technology Inc | MU | Technology | 0.51% | 13,085 | -7,827 | -37.43% | $4,420,636 |
| Fidelity MSCI Consumer Discretionary ETF | FDIS | Other | 0.50% | 47,271 | -9,368 | -16.54% | $4,408,493 |
| Applied Materials Inc | AMAT | Technology | 0.49% | 12,541 | -2,628 | -17.32% | $4,286,388 |
| Western Digital Corp | WDC | Technology | 0.48% | 15,433 | -1,206 | -7.25% | $4,174,472 |
| Mckesson Corp | MCK | Healthcare | 0.46% | 4,670 | +25 | +0.54% | $4,041,231 |
| SPDR S P Health Care ETF | XLV | Other | 0.46% | 27,173 | +4,244 | +18.51% | $3,983,877 |
| iShares Core MSCI Europe ETF | IEUR | Other | 0.45% | 56,128 | -4,360 | -7.21% | $3,944,114 |
| Deere Co | DE | Industrials | 0.45% | 6,942 | +11 | +0.16% | $3,910,428 |
| Verizon Communications Inc | VZ | Communication Services | 0.44% | 76,893 | -4,149 | -5.12% | $3,860,028 |
| Schwab US Broad Market ETF | SCHB | Other | 0.42% | 145,818 | -515 | -0.35% | $3,660,041 |
| JP Morgan Chase Co | JPM | Financial Services | 0.42% | 12,400 | +199 | +1.63% | $3,647,583 |
| Vanguard Consumer Discretionary ETF | VCR | Other | 0.41% | 9,999 | -1,423 | -12.46% | $3,589,940 |
| Nvidia Corp | NVDA | Technology | 0.41% | 20,539 | +3,525 | +20.72% | $3,582,001 |
| Fidelity MSCI Communication Services ETF | FCOM | Other | 0.41% | 52,522 | +955 | +1.85% | $3,577,797 |
| Lam Research Corp | LRCX | Other | 0.41% | 16,730 | -3,474 | -17.19% | $3,574,531 |
| iShares MSCI Core EM ETF | IEMG | Other | 0.40% | 50,207 | -612 | -1.20% | $3,501,937 |
| Kla-Tencor Corp | KLAC | Technology | 0.39% | 2,346 | -686 | -22.63% | $3,454,273 |
| Schwab US Mid-Cap ETF | SCHM | Other | 0.39% | 110,520 | -25,635 | -18.83% | $3,421,699 |
| Vanguard Energy ETF | VDE | Other | 0.38% | 19,121 | +1,029 | +5.69% | $3,308,697 |
| Fidelity MSCI Industrials ETF | FIDU | Other | 0.38% | 38,168 | +2,040 | +5.65% | $3,302,295 |
| Eli Lilly Co | LLY | Healthcare | 0.37% | 3,522 | -106 | -2.92% | $3,239,429 |
| Vanguard Ftse All-World Ex-US ETF | VEU | Other | 0.37% | 42,713 | -3,133 | -6.83% | $3,207,770 |
| Quanta Services Inc | PWR | Industrials | 0.36% | 5,706 | -428 | -6.98% | $3,132,708 |
| SPDR S P Consumer Discretionary ETF | XLY | Other | 0.35% | 28,410 | -9,027 | -24.11% | $3,096,179 |
| ATandT Inc | T | Communication Services | 0.35% | 106,611 | -10,943 | -9.31% | $3,090,652 |
| Cisco Systems Inc | CSCO | Technology | 0.35% | 38,938 | -4,683 | -10.74% | $3,021,199 |
| iShares Core Russell US ETF | IUSV | Other | 0.35% | 29,547 | +630 | +2.18% | $3,021,180 |
| Fidelity MSCI Health Care ETF | FHLC | Other | 0.33% | 41,178 | +2,661 | +6.91% | $2,897,284 |
| Seagate Technology | STX | Other | 0.32% | 7,088 | -457 | -6.06% | $2,776,794 |
| Jabil Inc | JBL | Technology | 0.31% | 10,153 | -1,018 | -9.11% | $2,696,941 |
| Cvs Caremark Corp | CVS | Healthcare | 0.29% | 35,819 | -1,412 | -3.79% | $2,572,520 |
| Hca Holdings Inc | HCA | Healthcare | 0.29% | 5,414 | +36 | +0.67% | $2,562,121 |
| Dell Technologies Inc | DELL | Technology | 0.28% | 15,016 | -1,366 | -8.34% | $2,464,576 |
| Texas Instruments Inc | TXN | Technology | 0.27% | 12,322 | +493 | +4.17% | $2,392,193 |
| Amgen Inc | AMGN | Healthcare | 0.27% | 6,725 | - | - | $2,366,191 |
| iShares Russell 2000 Value ETF | IWN | Other | 0.27% | 12,328 | -2,877 | -18.92% | $2,337,265 |
| Meta Platforms Inc Class A | META | Communication Services | 0.27% | 4,063 | -113 | -2.71% | $2,324,564 |
| Vanguard Consumer Staples ETF | VDC | Other | 0.26% | 10,077 | +4,007 | +66.01% | $2,263,192 |
| JP Morgan Betabuilders Europe ETF | BBEU | Other | 0.25% | 30,393 | -2,439 | -7.43% | $2,200,757 |
| Flex Ltd | FLEX | Other | 0.25% | 33,124 | -3,939 | -10.63% | $2,168,297 |
| Berkshire Hathaway Inc A | BRK-A | Financial Services | 0.25% | 3 | - | - | $2,154,420 |
| SPDR S P Utilities ETF | XLU | Other | 0.25% | 46,821 | +7,389 | +18.74% | $2,148,614 |
| Franklin Ftse China ETF | FLCH | Other | 0.24% | 95,244 | -48,121 | -33.57% | $2,132,513 |
| iShares MSCI EAFE Small Cap ETF | SCZ | Other | 0.23% | 25,995 | -57 | -0.22% | $2,038,267 |
| Eaton Corp | ETN | Other | 0.23% | 5,569 | +147 | +2.71% | $1,991,864 |
| Cardinal Health Inc | CAH | Healthcare | 0.23% | 9,352 | +332 | +3.68% | $1,976,171 |
| Corning Inc | GLW | Technology | 0.23% | 14,479 | -6,288 | -30.28% | $1,968,709 |
| Vanguard Mid-Cap ETF | VO | Other | 0.22% | 6,721 | -35 | -0.52% | $1,930,136 |
| SPDR S P Materials ETF | XLB | Other | 0.22% | 38,554 | +19,851 | +106.14% | $1,926,586 |
| Te Connectivity Ltd | TEL | Other | 0.22% | 9,215 | -682 | -6.89% | $1,926,119 |
| Wal-Mart Stores Inc | WMT | Consumer Defensive | 0.21% | 15,081 | +220 | +1.48% | $1,874,266 |
| SPDR S P Energy ETF | XLE | Other | 0.21% | 29,990 | +2,386 | +8.64% | $1,837,186 |