ATLAS CAPITAL ADVISORS INC.
Top Portfolio Positions
705 positions ·
$388,252,829 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
271,681 | $39,241,603 | 10.11% | |
| PLMR |
Palomar Holdings, Inc.
Financial Services
|
181,634 | $21,705,263 | 5.59% | |
| AAPL |
Apple Inc.
Technology
|
67,432 | $17,113,566 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
31,368 | $11,611,492 | 2.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
39,584 | $11,382,775 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,913 | $9,562,300 | 2.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,307 | $8,003,734 | 2.06% | |
| V |
Visa Inc.
Financial Services
|
24,126 | $7,291,842 | 1.88% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
7,758 | $5,994,140 | 1.54% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,567 | $5,547,125 | 1.43% |
Portfolio Trend
Holdings in ABBNY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,542 | 1,525 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $116,693 | 1,525 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $118,380 | 2,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,600 | 2,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $107,400 | 2,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $114,420 | 2,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $110,400 | 2,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $93,500 | 2,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $121,308 | 2,757 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $97,956 | 2,757 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $107,330 | 2,757 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $94,840 | 2,757 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $85,081 | 2,757 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $69,614 | 2,757 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $75,293 | 2,757 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $562,137 | 17,523 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $718,676 | 18,494 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $480,769 | 14,743 | Shares | Sole | 2021-10-28 | |
| 2020-12-31 | $499,495 | 17,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $614,043 | 24,033 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $246,658 | 11,051 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $374,564 | 21,777 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||