We are live on
!
Find out more
ACA
Atlas Capital Advisors Portfolio holdings
AUM
$914M
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 | Miscellaneous | 53.85% |
| 2 | Technology | 11.84% |
| 3 | Financials | 8.94% |
| 4 | Consumer Staples | 5.91% |
| 5 | Communication Services | 5.08% |
Similar funds
MA
SF
KWMG
ACM
IPAM
PWA
GC
WCM
Atlas Capital Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Atlas Capital Advisors held 971 positions worth $898M. Its ten largest holdings account for 23% of the portfolio.
Atlas Capital Advisors deployed $883M of net new capital in Q4 2025, opening 971 new positions. Its largest new stake was Procter & Gamble: 272,188 shares worth $39M.
By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, followed by Technology and Financials.
- 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 opened 971 new positions and closed 0 in Q4 2025.
Based on Atlas Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.