ATLAS CAPITAL ADVISORS INC.

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q1 2026
Holdings value ($000)
874,838
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/11/2026 994 874,838 13F-HR ATLAS CAPITAL ADVISORS INC.
Q4 2025 2/13/2026 973 898,073 13F-HR ATLAS CAPITAL ADVISORS INC.
Q2 2025 8/12/2025 922 818,664 13F-HR ATLAS CAPITAL ADVISORS INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 212 (0.0% of total reported value) · QoQ Δ: +212
Type Value ($000) Share % Inflow Outflow Net
Stocks 416.6 K 47.6% 0 21.73 K -21.73 K
ETFs 458 K 52.4% 0 1.725 K -1.725 K
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Fund Snapshot

Q1 2026
Latest filed
5/11/2026
Total value ($000)
874,838
Holdings
994
QoQ value change ($000)
-23,235 (-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.