ATLAS CAPITAL ADVISORS INC.
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
707 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.2% | $95,103,621 |
| Financial Services | 17.0% | $67,072,901 |
| Consumer Defensive | 14.0% | $55,264,957 |
| Healthcare | 11.4% | $44,737,061 |
| Communication Services | 8.4% | $32,988,341 |
| Consumer Cyclical | 8.1% | $31,770,569 |
| Industrials | 7.8% | $30,576,918 |
| Energy | 2.7% | $10,792,026 |
| Unclassified | 2.6% | $10,325,685 |
| Basic Materials | 1.8% | $7,211,308 |
| Utilities | 1.4% | $5,418,570 |
| Real Estate | 0.6% | $2,306,405 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AES | Aes Corp | +50,648 | 54,310 | $765,227 | |
| WU | Western Union CO | +48,787 | 53,448 | $466,601 | |
| VTRS | Viatris Inc | +32,135 | 69,787 | $942,822 | |
| BMY | Bristol Myers Squibb Co | +12,860 | 17,729 | $1,075,263 | |
| SSL | Sasol Ltd | +12,716 | 18,166 | $235,431 | |
| SKM | Sk Telecom Co Ltd | +11,052 | 12,193 | $357,132 | |
| CMCSA | Comcast Corp | +9,979 | 38,483 | $1,104,846 | |
| PANW | Palo Alto Networks Inc | +9,906 | 10,340 | $1,657,708 | |
| SON | Sonoco Products Co | +8,834 | 8,872 | $479,886 | |
| IX | Orix Corp | +8,259 | 9,227 | $276,717 | |
| APA | APA Corp | +8,180 | 29,982 | $1,272,436 | |
| AA | Alcoa Corp | +7,592 | 11,149 | $739,513 | |
| OVV | Ovintiv Inc. | +6,857 | 9,863 | $585,467 | |
| PFG | Principal Financial Group Inc | +6,531 | 8,181 | $737,189 | |
| ADM | Archer-Daniels-Midland Co | +6,190 | 7,011 | $509,629 | |
| STT | State Street Corp | +5,554 | 5,598 | $708,482 | |
| FDX | Fedex Corp | +4,573 | 4,986 | $1,775,913 | |
| NVDA | Nvidia Corp | +3,525 | 20,539 | $3,582,001 | |
| PFE | Pfizer Inc | +3,455 | 5,103 | $143,292 | |
| HST | Host Hotels & Resorts, Inc. | +2,866 | 5,385 | $103,176 | |
| IVZ | Invesco Ltd. | +2,860 | 4,615 | $112,098 | |
| AAPL | Apple Inc. | +2,821 | 67,432 | $17,113,566 | |
| PKX | Posco Holdings Inc. | +2,805 | 3,145 | $183,951 | |
| PR | Permian Resources Corp | +2,740 | 21,740 | $463,496 | |
| SUZ | Suzano S.A. | +2,371 | 4,712 | $47,167 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ADT | ADT Inc. | −52,011 | 12,184 | $80,048 | |
| MLCO | Melco Resorts & Entertainment LTD | −23,203 | 13,057 | $74,163 | |
| NOK | Nokia Corp | −19,883 | 2,932 | $23,573 | |
| PSKY | Paramount Skydance Corp | −17,937 | 88 | $793 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | −15,734 | 11,280 | $222,780 | |
| GEN | Gen Digital Inc. | −14,966 | 4,322 | $81,383 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −14,843 | 39,801 | $675,422 | |
| BCS | Barclays PLC | −14,111 | 51,653 | $1,092,977 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −13,651 | 32,123 | $695,784 | |
| F | Ford Motor Co | −13,588 | 85,802 | $990,155 | |
| PSLV | Sprott Physical Silver Trust | −12,600 | 5,400 | $131,706 | |
| HPE | Hewlett Packard Enterprise Co | −11,809 | 44,247 | $1,053,521 | |
| HMY | Harmony Gold Mining Co Ltd | −11,680 | 33,200 | $510,284 | |
| DXC | DXC Technology Co | −10,978 | 2,453 | $30,834 | |
| T | At&T Inc. | −10,943 | 106,611 | $3,090,652 | |
| JD | JD.com, Inc. | −10,726 | 3,863 | $114,228 | |
| ALLY | Ally Financial Inc. | −9,673 | 1,801 | $70,653 | |
| HTHIY | Hitachi Ltd | −9,450 | 20,986 | $610,902 | |
| SAN | Banco Santander, S.A. | −9,380 | 89,386 | $1,008,274 | |
| HPQ | Hp Inc | −9,296 | 9,300 | $178,653 | |
| MTCH | Match Group, Inc. | −8,673 | 3,432 | $105,396 | |
| PPLI | People Inc | −8,505 | 2,776 | $111,123 | |
| KEP | Korea Electric Power Corp | −8,176 | 32,999 | $470,235 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −7,970 | 23,974 | $722,096 | |
| MU | Micron Technology Inc | −7,827 | 13,085 | $4,420,636 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EIX | Edison International | 9,014 | $659,644 | |
| SEB | Seaboard Corp /De/ | 110 | $621,942 | |
| PCG | PG&E Corp | 22,558 | $396,344 | |
| RBLX | Roblox Corp | 5,418 | $306,442 | |
| AGNC | AGNC Investment Corp. | 21,888 | $219,536 | |
| PGR | Progressive Corp/Oh/ | 698 | $138,371 | |
| FAST | Fastenal Co | 2,945 | $136,648 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 217 | $133,836 | |
| WAT | Waters Corp /De/ | 386 | $114,950 | |
| SCHW | Schwab Charles Corp | 1,117 | $104,975 | |
| SFD | Smithfield Foods Inc | 2,737 | $76,553 | |
| APD | Air Products & Chemicals, Inc. | 245 | $71,170 | |
| VRT | Vertiv Holdings Co | 250 | $62,645 | |
| TKR | Timken Co | 591 | $59,436 | |
| BN | BROOKFIELD Corp /ON/ | 1,312 | $53,096 | |
| SHW | Sherwin Williams Co | 159 | $50,967 | |
| ADP | Automatic Data Processing Inc | 236 | $47,950 | |
| UGP | Ultrapar Holdings Inc | 8,648 | $47,650 | |
| CSGP | Costar Group, Inc. | 1,032 | $41,630 | |
| BBD | Bank Bradesco | 11,317 | $41,307 | |
| FITB | Fifth Third Bancorp | 754 | $35,030 | |
| SBUX | Starbucks Corp | 369 | $33,058 | |
| HLT | Hilton Worldwide Holdings Inc. | 92 | $27,975 | |
| VSNT | Versant Media Group, Inc. | 682 | $25,247 | |
| MCD | Mcdonalds Corp | 81 | $25,173 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | 15,231 | $1,722,626 | |
| XYZ | Block, Inc. | 5,487 | $357,148 | |
| CCL | Carnival Corp Ltd. | 5,354 | $163,511 | |
| BHF | Brighthouse Financial, Inc. | 1,478 | $95,759 | |
| RHLD | Resolute Holdings Management, Inc. | 416 | $85,874 | |
| SRAD | Sportradar Group AG | 2,660 | $63,228 | |
| TRIP | TripAdvisor, Inc. | 3,961 | $57,672 | |
| NTES | NetEase, Inc. | 338 | $46,515 | |
| GBCI | Glacier Bancorp, Inc. | 1,048 | $46,164 | |
| HHH | Howard Hughes Holdings Inc. | 537 | $42,836 | |
| PATH | UiPath, Inc. | 2,250 | $36,877 | |
| MAT | Mattel Inc /De/ | 1,801 | $35,731 | |
| BBY | Best Buy Co Inc | 473 | $31,657 | |
| TME | Tencent Music Entertainment Group | 981 | $17,196 | |
| AMG | Affiliated Managers Group, Inc. | 59 | $17,008 | |
| KRC | Kilroy Realty Corp | 349 | $13,042 | |
| LEG | Leggett & Platt Inc | 975 | $10,725 | |
| GTM | ZoomInfo Technologies Inc. | 923 | $9,386 | |
| CHT | Chunghwa Telecom Co Ltd | 199 | $8,300 | |
| ZBRA | Zebra Technologies Corp | 33 | $8,013 | |
| HRB | H&R Block Inc | 135 | $5,883 | |
| TS | Tenaris SA | 108 | $4,152 | |
| FROG | JFrog Ltd | 55 | $3,435 | |
| FG | F&G Annuities & Life, Inc. | 67 | $2,066 | |
| EXAS | EXACT SCIENCES CORP | 14 | $1,421 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 271,681 | $39,241,603 | 9.97% | |
| PLMR |
Palomar Holdings, Inc.
Financial Services
|
Held | 181,634 | $21,705,263 | 5.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 67,432 | $17,113,566 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 31,368 | $11,611,492 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 39,584 | $11,382,775 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 45,913 | $9,562,300 | 2.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,307 | $8,003,734 | 2.03% | |
| V |
Visa Inc.
Financial Services
|
Added | 24,126 | $7,291,842 | 1.85% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 7,758 | $5,994,140 | 1.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,567 | $5,547,125 | 1.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 11,056 | $5,298,035 | 1.35% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 13,085 | $4,420,636 | 1.12% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 12,541 | $4,286,388 | 1.09% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 15,433 | $4,174,472 | 1.06% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 4,670 | $4,041,231 | 1.03% | |
| DE |
Deere & Co
Industrials
|
Added | 6,942 | $3,910,428 | 0.99% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 76,893 | $3,860,028 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 12,400 | $3,647,583 | 0.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 20,539 | $3,582,001 | 0.91% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 16,730 | $3,574,531 | 0.91% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 2,346 | $3,454,273 | 0.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,522 | $3,239,429 | 0.82% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 5,706 | $3,132,708 | 0.80% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 106,611 | $3,090,652 | 0.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 38,938 | $3,021,199 | 0.77% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 7,088 | $2,776,794 | 0.71% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 10,153 | $2,696,941 | 0.69% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 35,819 | $2,572,520 | 0.65% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 5,414 | $2,562,121 | 0.65% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 15,016 | $2,464,576 | 0.63% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 12,322 | $2,392,193 | 0.61% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 6,725 | $2,366,191 | 0.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,063 | $2,324,564 | 0.59% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 33,124 | $2,168,297 | 0.55% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 5,569 | $1,991,864 | 0.51% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 9,352 | $1,976,171 | 0.50% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 14,479 | $1,968,709 | 0.50% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 9,215 | $1,926,119 | 0.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 15,081 | $1,874,266 | 0.48% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 23,922 | $1,782,189 | 0.45% | |
| FDX |
Fedex Corp
Industrials
|
Added | 4,986 | $1,775,913 | 0.45% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 7,135 | $1,729,452 | 0.44% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
Held | 11,949 | $1,718,146 | 0.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 10,340 | $1,657,708 | 0.42% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 5,061 | $1,655,301 | 0.42% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 1,809 | $1,619,489 | 0.41% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 15,583 | $1,599,906 | 0.41% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 7,554 | $1,586,566 | 0.40% | |
| ARHS |
Arhaus, Inc.
Consumer Cyclical
|
Held | 223,512 | $1,515,411 | 0.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,129 | $1,498,172 | 0.38% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.