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 HTHIY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,902 | 20,986 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $949,603 | 30,436 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $878,193 | 30,220 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $810,150 | 34,548 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $866,638 | 17,522 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $974,670 | 18,390 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $164,246 | 3,647 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $179,774 | 4,931 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $144,974 | 5,014 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $137,644 | 5,531 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $142,866 | 5,739 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $120,109 | 5,462 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $109,034 | 5,394 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $116,120 | 6,821 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $126,832 | 6,710 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $137,458 | 6,864 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $147,209 | 6,792 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $161,133 | 6,792 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $170,687 | 7,451 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $143,094 | 7,739 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $125,706 | 7,916 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $133,551 | 9,846 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $126,747 | 10,037 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $120,242 | 10,465 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||