Atlas Capital Advisors Inc. holds a diversified book of 1049 stocks worth $914.1M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Talen Energy Corp and trimmed Vanguard Ftse Pacific ETF. Their largest long position is Vanguard Ftse Europe ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Atlas Capital Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $1.8T |
| FMR LLC | 79 / 80 | $678.1B |
| MORGAN STANLEY | 79 / 80 | $479.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $456.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $382.4B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $135.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $134.1B |
| UBS Group AG | 79 / 80 | $125.9B |
Ranked by how many of Atlas Capital Advisors Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard European Stock ETF Equity | $43.4M | 489.9K | 4.7% | ▲+4.1% Added · +19K sh | |
| 2 | SPDR S P Info Technology ETF Exchange Traded Fund | $23.0M | 120.8K | 2.5% | ▲+4.6% Added · +5K sh | |
| 3 | iShares MSCI Emerging Mkts Ex China ETF Exchange Traded Fund | $20.1M | 196.5K | 2.2% | ▲+8.5% Added · +15K sh | |
| 4 | SPDR Emerging Market ETF Exchange Traded Fund | $18.9M | 365.9K | 2.1% | ▲+2.4% Added · +9K sh | |
| 5 | iShares Edge MSCI Intl ETF Exchange Traded Fund | $17.3M | 324.4K | 1.9% | ▲+26% Added · +68K sh | |
| 6 | Vanguard Ftse Pacific ETF Equity | $12.7M | 110.1K | 1.4% | ▼−1.2% Reduced · −1K sh | |
| 7 | Vanguard Mid-Cap Value ETF Equity | $12.6M | 64.0K | 1.4% | ▲+12% Added · +7K sh | |
| 8 | Apple Inc Equity | $12.2M | 42.2K | 1.3% | ▼−37% Reduced · −25K sh | |
| 9 | Fidelity MSCI Information Tech ETF Equity | $12.1M | 42.4K | 1.3% | ▼−2.2% Reduced · −960 sh | |
| 10 | JP Morgan Betabuilders Dev Asia Ex-Jpn ETF Exchange Traded Fund | $12.0M | 200.4K | 1.3% | ▲+8.0% Added · +15K sh | |
| 11 | Vanguard Information Technology ETF Exchange Traded Fund | $12.0M | 100.0K | 1.3% | ▲+651% Added · +87K sh | |
| 12 | Vanguard Small Cap Value ETF Equity | $11.9M | 48.9K | 1.3% | ▲+22% Added · +9K sh | |
| 13 | iShares Edge MSCI Intl Value Factor ETF Exchange Traded Fund | $11.2M | 268.8K | 1.2% | ▼−0.6% Reduced · −2K sh | |
| 14 | JP Morgan Betabuilders Canada ETF Exchange Traded Fund | $11.2M | 112.5K | 1.2% | ▲+1.5% Added · +2K sh | |
| 15 | Invesco SP500 EqlWt Tech ETF Exchange Traded Fund | $11.0M | 170.9K | 1.2% | ▲+18% Added · +27K sh | |
| 16 | SPDR S P 500 ETF Exchange Traded Fund | $10.5M | 14.1K | 1.2% | ▲+14% Added · +2K sh | |
| 17 | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Exchange Traded Fund | $10.1M | 110.7K | 1.1% | ▲+42% Added · +33K sh | |
| 18 | SPDR Developed World Ex-US ETF Exchange Traded Fund | $10.1M | 200.4K | 1.1% | ▲+1.0% Added · +2K sh | |
| 19 | SPDR S P Financial ETF Exchange Traded Fund | $10.1M | 188.2K | 1.1% | ▲+2.0% Added · +4K sh | |
| 20 | Vanguard Ftse All-Wld Ex-US Small Cap ETF Equity | $10.0M | 64.9K | 1.1% | ▼−13% Reduced · −10K sh | |
| 21 | SPDR S P Industrials ETF Exchange Traded Fund | $9.8M | 53.1K | 1.1% | ▼−5.9% Reduced · −3K sh | |
| 22 | Vanguard Short-Term Tips ETF Fixed Income | $9.6M | 191.7K | 1.1% | ▲+21% Added · +34K sh | |
| 23 | Applied Materials Inc Equity | $9.4M | 13.0K | 1.0% | ▲+3.5% Added · +445 sh | |
| 24 | Schwab Intl Small-Cap Equity ETF Equity | $9.3M | 192.5K | 1.0% | ▲+0.2% Added · +332 sh | |
| 25 | Micron Technology Inc Equity | $9.0M | 7.8K | 1.0% | ▼−40% Reduced · −5K sh | |
| 26 | Vanguard Total World Stock ETF Equity | $8.7M | 55.6K | 1.0% | ▲+1.1% Added · +624 sh | |
| 27 | iShares MSCI US Momentum ETF Exchange Traded Fund | $8.6M | 25.1K | 0.9% | ▼−2.2% Reduced · −569 sh | |
| 28 | SPDR Communications Services ETF Exchange Traded Fund | $8.3M | 77.3K | 0.9% | ▼−6.1% Reduced · −5K sh | |
| 29 | Vanguard Health Care ETF Exchange Traded Fund | $7.8M | 26.2K | 0.9% | ▼−18% Reduced · −6K sh | |
| 30 | Franklin Ftse Japan ETF Exchange Traded Fund | $7.8M | 195.0K | 0.8% | ▲+0.1% Added · +279 sh | |
| 31 | Vanguard Financials ETF Exchange Traded Fund | $7.7M | 58.5K | 0.8% | ▼−2.6% Reduced · −2K sh | |
| 32 | iShares MSCI EAFE Value ETF Equity | $7.7M | 100.0K | 0.8% | ▼−2.2% Reduced · −2K sh | |
| 33 | Vanguard Communications Services ETF Exchange Traded Fund | $7.0M | 37.9K | 0.8% | ▼−6.5% Reduced · −3K sh | |
| 34 | Vanguard Total Stock Market ETF Equity | $6.8M | 18.4K | 0.7% | ▼−0.1% Reduced · −27 sh | |
| 35 | iShares S P 500 ETF Equity | $6.6M | 8.8K | 0.7% | —Held | |
| 36 | Vanguard Value ETF Equity | $6.6M | 30.2K | 0.7% | ▲+0.7% Added · +223 sh | |
| 37 | Western Digital Corp Equity | $6.6M | 10.3K | 0.7% | ▼−33% Reduced · −5K sh | |
| 38 | Alphabet Inc A Equity | $6.4M | 17.9K | 0.7% | ▼−55% Reduced · −22K sh | |
| 39 | Dell Technologies Inc Equity | $6.4M | 14.8K | 0.7% | ▼−1.8% Reduced · −265 sh | |
| 40 | Kla-Tencor Corp Equity | $6.3M | 21.0K | 0.7% | ▲+794% Added · +19K sh | |
| 41 | Vanguard Emerging Markets ETF Equity | $6.1M | 102.3K | 0.7% | ▲+1.6% Added · +2K sh | |
| 42 | Seagate Technology Equity | $5.9M | 6.1K | 0.6% | ▼−13% Reduced · −944 sh | |
| 43 | Berkshire Hathaway Inc Equity | $5.8M | 11.7K | 0.6% | ▲+5.5% Added · +611 sh | |
| 44 | Nvidia Corp Equity | $5.6M | 27.8K | 0.6% | ▲+35% Added · +7K sh | |
| 45 | Amazon Com Inc Equity | $5.4M | 22.6K | 0.6% | ▼−51% Reduced · −23K sh | |
| 46 | Flex Ltd Equity | $5.3M | 32.8K | 0.6% | ▼−1.1% Reduced · −370 sh | |
| 47 | Lam Research Corp Equity | $5.3M | 12.2K | 0.6% | ▼−27% Reduced · −4K sh | |
| 48 | Alphabet Inc C Equity | $5.3M | 14.9K | 0.6% | ▼−53% Reduced · −17K sh | |
| 49 | Vanguard S P 500 ETF Equity | $5.1M | 7.4K | 0.6% | ▼−0.1% Reduced · −10 sh | |
| 50 | Fidelity MSCI Consumer Staples ETF Equity | $5.1M | 96.3K | 0.6% | ▲+10% Added · +9K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1434165/holdings"
Use Arkolith to show ATLAS CAPITAL ADVISORS INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 1,053 | $914.1M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 1,066 | $874.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 1,039 | $898.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 989 | $818.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 1,047 | $800.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 1,007 | $787.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 907 | $656.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.