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ACA
Atlas Capital Advisors Portfolio holdings
AUM
$875M
This Fund
S&P 500
This Quarter
Est. Return
+4.38%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$898M
AUM Growth
–
Cap. Flow
+$883M
Cap. Flow
% of AUM
98.32%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
971
New
971
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$40.1M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$37.6M |
| 3 |
Palomar
PLMR
|
+$22.2M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$18.2M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$18M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.84% |
| 2 | Financials | 8.91% |
| 3 | Consumer Staples | 5.91% |
| 4 | Communication Services | 5.06% |
| 5 | Healthcare | 4.89% |
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Atlas Capital Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Atlas Capital Advisors, which disclosed 971 positions worth $898M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Procter & Gamble: 272,188 shares worth $39M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Financials and Consumer Staples.
- Atlas Capital Advisors's largest Q4 2025 buy was Procter & Gamble: 272,188 shares worth $39M.
- Atlas Capital Advisors's ten largest holdings make up 23% of its $898M portfolio in Q4 2025.
- Atlas Capital Advisors disclosed 971 positions in Q4 2025, its first 13F filing on record.
Based on Atlas Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.