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 WB
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,641 | 15,159 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $161,148 | 15,768 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $124,175 | 13,030 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,319 | 3,624 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $34,609 | 3,624 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,529 | 3,624 | Shares | Sole | 2024-11-05 | |
| 2021-09-30 | $18,426 | 388 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $20,416 | 388 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $19,578 | 388 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,904 | 388 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $54,598 | 1,649 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||