ATLAS CAPITAL ADVISORS INC.
Top Portfolio Positions
707 positions ·
$393,548,952 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 | 9.97% | |
| PLMR |
Palomar Holdings, Inc.
Financial Services
|
181,634 | $21,705,263 | 5.52% | |
| AAPL |
Apple Inc.
Technology
|
67,432 | $17,113,566 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
31,368 | $11,611,492 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
39,584 | $11,382,775 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,913 | $9,562,300 | 2.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,307 | $8,003,734 | 2.03% | |
| V |
Visa Inc.
Financial Services
|
24,126 | $7,291,842 | 1.85% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
7,758 | $5,994,140 | 1.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,567 | $5,547,125 | 1.41% |
Portfolio Trend
24 quarters · across all stocks
Holdings in DTEGY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,098 | 3,158 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $108,008 | 3,303 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $207,172 | 5,662 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $223,717 | 6,035 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $180,144 | 6,035 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $48,000 | 1,631 | Shares | Sole | 2024-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||