ATLAS CAPITAL ADVISORS INC.

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q4 2025
Holdings value ($000)
898,073
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
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)
Type Value ($000) Share % Inflow Outflow Net
Stocks 438.3 K 48.8% 438.3 K 0 438.3 K
ETFs 459.8 K 51.2% 459.8 K 0 459.8 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
898,073
Holdings
973
QoQ value change ($000)
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.