Atlas Capital Advisors LLC Top Holdings and 13F Report (2026) About Atlas Capital Advisors LLCInvestment ActivityAtlas Capital Advisors LLC has $1.06 billion in total holdings as of September 30, 2026.Atlas Capital Advisors LLC owns shares of 1,157 different stocks, but just 152 companies or ETFs make up 80% of its holdings.Approximately 23.23% of the portfolio was purchased this quarter.About 25.06% of the portfolio was sold this quarter.This quarter, Atlas Capital Advisors LLC has purchased 1,052 new stocks and bought additional shares in 277 stocks.Atlas Capital Advisors LLC sold shares of 310 stocks and completely divested from 56 stocks this quarter.Largest Holdings Vanguard FTSE Pacific ETF $44,505,398Procter & Gamble $40,111,206Technology Select Sector SPDR Fund $32,338,064iShares Core MSCI Emerging Markets ETF $20,426,432SPDR Gold Shares $18,773,818 Largest New Holdings this Quarter 69344D408 - PLDT $14,358,231 Holding25434V724 - Dimensional US Marketwide Value ETF $6,200,181 Holding75629J101 - Recruit $5,882,659 Holding316092295 - Fidelity Fundamental Small-Mid Cap ETF $3,842,284 Holding218352102 - Corcept Therapeutics $2,134,804 Holding Largest Purchases this Quarter Procter & Gamble 270,960 shares (about $40.08M)iShares MSCI Italy ETF 11 shares (about $14.93M)PLDT 1,208 shares (about $14.36M)Microsoft 23,186 shares (about $8.52M)Alphabet 23,140 shares (about $8.51M) Largest Sales this Quarter Intuitive Surgical 41 shares (about $51.92M)AGNC Investment 16,068 shares (about $31.07M)Annaly Capital Management 1,699 shares (about $18.54M)Dominion Energy 2,024 shares (about $17.83M)LKQ 2,111 shares (about $15.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtlas Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVPLVanguard FTSE Pacific ETF$44,505,398$3,904,738 ▼-8.1%101,2014.2%ETFPGProcter & Gamble$40,111,206$40,078,517 ▲122,606.3%271,1813.8%Consumer StaplesXLKTechnology Select Sector SPDR Fund$32,338,064$1,446,648 ▲4.7%126,4333.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$20,426,432$27,885 ▲0.1%50,5451.9%ETFGLDSPDR Gold Shares$18,773,8180.0%2,5601.8%ETFEWIiShares MSCI Italy ETF$16,286,407$14,929,206 ▲1,100.0%121.5%ETFPHIPLDT$14,358,231$14,358,231 ▲New Holding1,2081.4%Communication ServicesGOOGAlphabet$13,982,854$8,514,822 ▲155.7%38,0001.3%Communication ServicesAAPLApple$13,895,261$5,574,266 ▲67.0%70,5001.3%TechnologyFIDUFidelity MSCI Industrials Index ETF$12,817,664$763,167 ▲6.3%38,3271.2%ETFVOOVanguard S&P 500 ETF$12,459,9540.0%7,4251.2%ETFVISVanguard Industrials ETF$12,448,745$224,605 ▲1.8%2,2171.2%ETFMSFTMicrosoft$12,222,735$8,515,771 ▲229.7%33,2791.2%TechnologyVEAVanguard FTSE Developed Markets ETF$12,190,909$278,804 ▲2.3%9,8821.2%ETFVWOVanguard FTSE Emerging Markets ETF$11,720,088$712,202 ▲6.5%108,9561.1%ETFBBCAJPMorgan BetaBuilders Canada ETF$11,574,859$387,938 ▼-3.2%108,8451.1%ETFVNQVanguard Real Estate ETF$11,499,519$11,057,230 ▼-49.0%1041.1%ETFISRGIntuitive Surgical$11,396,283$51,916,400 ▼-82.0%91.1%HealthcareEWUiShares MSCI United Kingdom ETF$11,140,163$3,601,707 ▲47.8%1331.1%ETFBBEUJPMorgan BetaBuilders Europe ETF$10,923,685$363,405 ▲3.4%26,3621.0%ETFXLEEnergy Select Sector SPDR Fund$10,772,169$1,055,678 ▼-8.9%37,5101.0%ETFSKMSK Telecom$10,715,904$203,065 ▲1.9%15,8841.0%Communication ServicesMDYSPDR S&P MidCap 400 ETF Trust$10,020,7750.0%2170.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,001,726$87,192 ▼-0.9%362,7090.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,609,975$2,170,724 ▲29.2%247,6820.9%ETFELVElevance Health$9,586,647$244,396 ▲2.6%3,6480.9%HealthcareSCHPSchwab U.S. TIPS ETF$9,287,951$7,267,073 ▲359.6%31,2390.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$8,839,046$430,243 ▼-4.6%61,9000.8%ETFVVisa$8,732,878$7,018,289 ▲409.3%28,3390.8%FinanceVFHVanguard Financials ETF$8,532,580$409,466 ▼-4.6%55,8050.8%ETFGOOGLAlphabet$8,470,546$4,736,842 ▲126.9%40,5230.8%Communication ServicesXLFFinancial Select Sector SPDR Fund$8,143,782$545,002 ▲7.2%201,7260.8%ETFVLUEiShares MSCI USA Value Factor ETF$7,983,548$4,809,964 ▼-37.6%3220.8%ETFMCHPMicrochip Technology$7,896,7260.0%1,6200.7%TechnologyMBBiShares MBS ETF$7,807,6360.0%2120.7%ETFFOXFOX$7,544,9430.0%3780.7%Communication ServicesVDEVanguard Energy ETF$7,259,673$1,033,809 ▼-12.5%19,5640.7%ETFAMATApplied Materials$6,899,768$253,384 ▼-3.5%12,5260.7%TechnologyVPUVanguard Utilities ETF$6,792,247$236,094 ▲3.6%1,8700.6%ETFTIPiShares TIPS Bond ETF$6,754,7970.0%60.6%ETFDVADaVita$6,752,887$3,692,638 ▼-35.4%2,1250.6%HealthcareVBVanguard Small-Cap ETF$6,628,361$345,327 ▼-5.0%4,8370.6%ETFAMZNAmazon.com$6,524,840$3,466,131 ▲113.3%48,2850.6%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$6,462,213$179,437 ▼-2.7%41,5600.6%ETFVUGVanguard Growth ETF$6,335,913$737,954 ▼-10.4%3,5030.6%ETFNVDANVIDIA$6,333,677$22,651 ▼-0.4%27,6830.6%TechnologyDFUVDimensional US Marketwide Value ETF$6,200,181$6,200,181 ▲New Holding5,6340.6%ETFJPMJPMorgan Chase & Co.$5,998,053$134,444 ▲2.3%12,3580.6%FinanceBRK.BBerkshire Hathaway$5,938,149$153,697 ▲2.7%11,9770.6%FinanceRCRUYRecruit$5,882,659$5,882,659 ▲New Holding1,9670.6%IndustrialsRPRXRoyalty Pharma$5,743,4120.0%5,7270.5%HealthcareALLAllstate$5,646,985$1,584,680 ▲39.0%5,6410.5%FinanceJNJJohnson & Johnson$5,487,150$5,329,146 ▲3,372.8%5,8690.5%HealthcareVEEVVeeva Systems$5,203,8860.0%9140.5%HealthcareALLYAlly Financial$5,063,397$579,666 ▼-10.3%3,7910.5%FinanceDEDeere & Company$4,975,494$4,087,679 ▲460.4%6,9380.5%IndustrialsMKKGYMerck KGaA$4,972,0530.0%2,4670.5%HealthcareWFCWells Fargo & Company$4,674,1220.0%2,1620.4%FinanceExxon Mobil Corp$4,547,033$1,466,180 ▲47.6%3,1540.4%EquityLLYEli Lilly and Company$4,538,865$275,483 ▲6.5%4,1190.4%HealthcareHeidelberg Metals AG$4,509,548$59,384 ▼-1.3%10,0240.4%EquityCOSTCostco Wholesale$4,503,903$3,857,235 ▲596.5%5,5370.4%Consumer StaplesXLBMaterials Select Sector SPDR Fund$4,371,847$282,076 ▲6.9%33,4000.4%ETFSCHWCharles Schwab$4,327,328$341,208 ▲8.6%9,1440.4%FinanceMTUMiShares MSCI USA Momentum Factor ETF$4,102,233$1,631 ▲0.0%25,1570.4%ETFMTCHMatch Group$4,059,013$140,388 ▼-3.3%30,8210.4%Communication ServicesVERALTO ORD$4,039,8630.0%60.4%EquityIPACiShares Core MSCI Pacific ETF$4,012,081$801,341 ▼-16.6%24,6330.4%ETFFidelity Wise Origin Bitcoin Fund$4,010,6850.0%180.4%EquityLaboratory Corp of America Holdings$3,920,110$60,653 ▼-1.5%3,6840.4%EquityFidelity Fundamental Small-Mid Cap ETF$3,842,284$3,842,284 ▲New Holding1,6400.4%Exchange Traded FundPANWPalo Alto Networks$3,760,652$3,123,568 ▲490.3%11,1270.4%TechnologyIWMiShares Russell 2000 ETF$3,713,5690.0%1,1340.4%ETFAMGNAmgen$3,684,713$3,050,525 ▲481.0%6,8850.3%HealthcareSCHVSchwab U.S. Large-Cap Value ETF$3,610,407$914 ▲0.0%19,7570.3%ETFCSCOCisco Systems$3,531,012$838,222 ▲31.1%41,9860.3%TechnologyAia Group Ltd Ord$3,530,3500.0%24,8440.3%EquityFUTYFidelity MSCI Utilities Index ETF$3,494,574$476,630 ▼-12.0%19,5980.3%ETFTXNTexas Instruments$3,467,042$3,015,049 ▲667.1%13,1090.3%TechnologyGDXJVanEck Junior Gold Miners ETF$3,461,5430.0%8000.3%ETFVTVanguard Total World Stock ETF$3,448,299$25,187 ▲0.7%55,9960.3%ETFFHLCFidelity MSCI Health Care Index ETF$3,395,006$552,654 ▲19.4%39,6660.3%ETFVDCVanguard Consumer Staples ETF$3,368,139$1,233,166 ▼-26.8%8,3960.3%ETFAMKBYA.P. Moller-Maersk$3,330,698$3,027,382 ▲998.1%31,1310.3%IndustrialsGLGlobe Life$3,308,284$74,558 ▼-2.2%5,0140.3%FinanceFNCLFidelity MSCI Financials Index ETF$3,240,713$88,611 ▲2.8%16,1650.3%ETFINTCIntel$2,921,277$2,665,597 ▲1,042.6%13,4250.3%TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,876,206$1,290,887 ▼-31.0%10,8530.3%ETFITOCYItochu$2,806,639$111,206 ▼-3.8%21,2000.3%Consumer DiscretionaryCSXCSX$2,805,4050.0%4,3180.3%IndustrialsMRKMerck & Co., Inc.$2,629,838$1,097,357 ▲71.6%8,9510.2%HealthcareCRMSalesforce$2,611,575$2,059,493 ▲373.0%2,0530.2%TechnologyIWFiShares Russell 1000 Growth ETF$2,499,3670.0%560.2%ETFASM International N.V.$2,477,0760.0%390.2%EquityPSAPublic Storage$2,350,5090.0%80.2%Real EstateCOFCapital One Financial$2,330,9100.0%2,5320.2%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,306,865$66,344 ▼-2.8%26,4260.2%ETFCoca-Cola European Partners Plc$2,302,8160.0%1,7360.2%EquityGE Vernova Inc$2,290,288$1,043,452 ▲83.7%2590.2%EquityWRBW.R. Berkley$2,241,0150.0%9790.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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