ATLAS CAPITAL ADVISORS INC.
All 13F Filings
- Location
- Jackson, WY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 874,838
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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.