ATLAS CAPITAL ADVISORS INC.

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q2 2026
Holdings value ($000)
914,078
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
Q2 2026 8/13/2026 1,051 914,078 13F-HR/A - RESTATEMENT ATLAS CAPITAL ADVISORS INC.
Q2 2026 8/13/2026 994 874,838 13F-HR ATLAS CAPITAL ADVISORS INC.
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)
Type Value ($000) Share % Inflow Outflow Net
Stocks 389.3 K 42.6% 0 27.25 K -27.25 K
ETFs 524.8 K 57.4% 66.71 K 0 66.71 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
914,078
Holdings
1051
QoQ value change ($000)
39,240 (4.5%)
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.