ATLAS CAPITAL ADVISORS INC.
Top Portfolio Positions
706 positions ·
$393,550,864 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 KT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,951 | 16,408 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $297,297 | 15,672 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $277,849 | 13,371 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $359,034 | 20,273 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $300,125 | 19,338 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $226,855 | 14,750 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $390,770 | 28,586 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $441,924 | 31,521 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $315,934 | 23,507 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $247,490 | 19,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $218,146 | 19,305 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $227,582 | 20,069 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $281,569 | 20,857 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $258,709 | 21,171 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $297,124 | 21,284 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $220,506 | 15,377 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $170,838 | 13,591 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $91,254 | 6,700 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $93,465 | 6,700 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $76,306 | 6,134 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $67,535 | 6,134 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $74,238 | 7,622 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $72,354 | 9,300 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||