ATLAS CAPITAL ADVISORS INC.
Top Portfolio Positions
707 positions ·
$393,568,362 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 | 5.51% | |
| 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 PSO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,829 | 26,872 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $377,282 | 26,872 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $401,198 | 26,872 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $430,220 | 26,872 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $438,754 | 27,218 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $378,996 | 27,929 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $351,773 | 28,187 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $370,940 | 28,187 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $366,782 | 29,844 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $218,156 | 20,698 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $216,915 | 20,698 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $226,023 | 21,629 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $243,758 | 21,629 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $206,556 | 21,629 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $199,419 | 21,629 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $215,641 | 21,629 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $174,820 | 20,812 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $367,063 | 37,959 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $391,640 | 33,733 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $356,522 | 33,351 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $301,122 | 32,802 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $295,804 | 41,604 | Shares | Sole | 2020-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||