Funds › Atlas Capital Advisors Inc.
Atlas Capital Advisors Inc.
13F for Q3 2026, filed Nov 9, 2026. 1,154 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$1.1B
+$144.7M (15.8%) vs Q2 2026
Positions
1,154
1,049 in Q2 2026
Top 10 share
21.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard International Equity Index F Ftse Pacific Etf | 101,201 | $44.5M | 4.2% | -8.1% | 13F ↗ |
| 2 | PG Procter & Gamble Company | 271,181 | $40.1M | 3.8% | +122606% | 13F ↗ |
| 3 | Select Sector Spdr Tr St Str Techn Etf | 126,433 | $32.3M | 3.1% | +4.7% | 13F ↗ |
| 4 | iShares Inc Core Msci Emkt | 50,545 | $20.4M | 1.9% | +0.1% | 13F ↗ |
| 5 | GLD SPDR Gold Shares · Gold Shs | 2,560 | $18.8M | 1.8% | Unchanged | 13F ↗ |
| 6 | iShares Inc Msci Italy Etf | 12 | $16.3M | 1.5% | +1100% | 13F ↗ |
| 7 | PHI PLDT Inc. · ADR | 1,208 | $14.4M | 1.4% | New | 13F ↗ |
| 8 | GOOG Alphabet Inc. Class C | 38,000 | $14.0M | 1.3% | +156% | 13F ↗ |
| 9 | AAPL Apple Inc. | 70,500 | $13.9M | 1.3% | +67.0% | 13F ↗ |
| 10 | Fidelity Covington Trust Msci Indl Indx | 38,327 | $12.8M | 1.2% | +6.3% | 13F ↗ |
| 11 | Vanguard Index Fds S&P 500 Etf Shs | 7,425 | $12.5M | 1.2% | Unchanged | 13F ↗ |
| 12 | Vanguard World Fd Industrial Etf | 2,217 | $12.4M | 1.2% | +1.8% | 13F ↗ |
| 13 | MSFT Microsoft Corporation | 33,279 | $12.2M | 1.2% | +230% | 13F ↗ |
| 14 | Vanguard Tax-Managed Fds | 9,882 | $12.2M | 1.2% | +2.3% | 13F ↗ |
| 15 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 108,956 | $11.7M | 1.1% | +6.5% | 13F ↗ |
| 16 | J P Morgan Exchange Traded F Etf | 108,845 | $11.6M | 1.1% | -3.2% | 13F ↗ |
| 17 | Vanguard Index Fds Real Estate Etf | 104 | $11.5M | 1.1% | -49.0% | 13F ↗ |
| 18 | ISRG Intuitive Surgical, Inc. | 9 | $11.4M | 1.1% | -82.0% | 13F ↗ |
| 19 | iShares Tr Msci Uk Etf New | 133 | $11.1M | 1.1% | +47.8% | 13F ↗ |
| 20 | J P Morgan Exchange Traded F Etf | 26,362 | $10.9M | 1.0% | +3.4% | 13F ↗ |
| 21 | Select Sector Spdr Tr St Str Energ Etf | 37,510 | $10.8M | 1.0% | -8.9% | 13F ↗ |
| 22 | SKM SK Telecom Co., Ltd. · ADR | 15,884 | $10.7M | 1.0% | +1.9% | 13F ↗ |
| 23 | MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 217 | $10.0M | 0.9% | Unchanged | 13F ↗ |
| 24 | Spdr Index Shs Fds St Port Mark Etf | 362,709 | $10.0M | 0.9% | -0.9% | 13F ↗ |
| 25 | Vanguard Malvern Fds Strm Infproidx | 247,682 | $9.6M | 0.9% | +29.2% | 13F ↗ |
| 26 | ELV Elevance Health, Inc. | 3,648 | $9.6M | 0.9% | +2.6% | 13F ↗ |
| 27 | Schwab Strategic Tr Us Tips Etf | 31,239 | $9.3M | 0.9% | +360% | 13F ↗ |
| 28 | Vanguard International Equity Index F Ftse Smcap Etf | 61,900 | $8.8M | 0.8% | -4.6% | 13F ↗ |
| 29 | V Visa Inc. | 28,339 | $8.7M | 0.8% | +409% | 13F ↗ |
| 30 | Vanguard World Fd Financials Etf | 55,805 | $8.5M | 0.8% | -4.6% | 13F ↗ |
| 31 | GOOGL Alphabet Inc. Class A | 40,523 | $8.5M | 0.8% | +127% | 13F ↗ |
| 32 | Select Sector Spdr Tr St Str Finl Etf | 201,726 | $8.1M | 0.8% | +7.2% | 13F ↗ |
| 33 | iShares Tr Msci Usa Value | 322 | $8.0M | 0.8% | -37.6% | 13F ↗ |
| 34 | MCHP Microchip Technology Incorporated | 1,620 | $7.9M | 0.7% | Unchanged | 13F ↗ |
| 35 | iShares Tr Mbs Etf | 212 | $7.8M | 0.7% | Unchanged | 13F ↗ |
| 36 | FOX Fox Corporation Class B | 429 | $7.6M | 0.7% | -80.9% | 13F ↗ |
| 37 | Vanguard World Fd Energy Etf | 19,564 | $7.3M | 0.7% | -12.5% | 13F ↗ |
| 38 | AMAT Applied Materials, Inc. | 12,526 | $6.9M | 0.7% | -3.5% | 13F ↗ |
| 39 | Vanguard World Fd Exchange Traded Fund | 1,870 | $6.8M | 0.6% | +3.6% | 13F ↗ |
| 40 | iShares Tr Bond Etf | 6 | $6.8M | 0.6% | Unchanged | 13F ↗ |
| 41 | DVA DaVita Inc. | 2,125 | $6.8M | 0.6% | -35.4% | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Sml Cap | 4,837 | $6.6M | 0.6% | -5.0% | 13F ↗ |
| 43 | AMZN Amazon.com, Inc. | 48,285 | $6.5M | 0.6% | +113% | 13F ↗ |
| 44 | Vanguard International Equity Index F Allwrld Ex Us | 41,560 | $6.5M | 0.6% | -2.7% | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Grwt Etf | 3,503 | $6.3M | 0.6% | -10.4% | 13F ↗ |
| 46 | NVDA NVIDIA Corporation | 27,683 | $6.3M | 0.6% | -0.4% | 13F ↗ |
| 47 | Dimensional ETF Trust Us Mktwide Value | 5,634 | $6.2M | 0.6% | New | 13F ↗ |
| 48 | JPM JPMorgan Chase & Co. | 12,358 | $6.0M | 0.6% | +2.3% | 13F ↗ |
| 49 | BRK-B Berkshire Hathaway Inc. Class B | 11,977 | $5.9M | 0.6% | +2.7% | 13F ↗ |
| 50 | Recruit Holdings Co Ltd-Adr | 1,967 | $5.9M | 0.6% | New | 13F ↗ |
Showing the top 50 of 1,154 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
161 new, 276 added to, 310 trimmed, 56 exited, 407 unchanged. By estimated dollars.
New positions (161)
| PHI PLDT Inc. · ADR | 1,208 | New | $14.4M |
| Dimensional ETF Trust Us Mktwide Value | 5,634 | New | $6.2M |
| Recruit Holdings Co Ltd-Adr | 1,967 | New | $5.9M |
| Fidelity Covington Trust Fun Sma Mid Etf | 1,640 | New | $3.8M |
| CORT Corcept Therapeutics Incorporated | 905 | New | $2.1M |
| iShares Tr Msci Acwi Etf | 13 | New | $2.0M |
| SGHC Super Group (SGHC) Limited | 5,408 | New | $1.9M |
| OKE ONEOK, Inc. | 29 | New | $1.7M |
| Suzuki Motor Corp-Uns ADR ADR | 221 | New | $1.5M |
| HRB H&R Block, Inc. | 3,086 | New | $1.1M |
Added to (276)
| PG Procter & Gamble Company | 271,181 | +122606% | $40.1M |
| iShares Inc Msci Italy Etf | 12 | +1100% | $14.9M |
| MSFT Microsoft Corporation | 33,279 | +230% | $8.5M |
| GOOG Alphabet Inc. Class C | 38,000 | +156% | $8.5M |
| Schwab Strategic Tr Us Tips Etf | 31,239 | +360% | $7.3M |
| V Visa Inc. | 28,339 | +409% | $7.0M |
| AAPL Apple Inc. | 70,500 | +67.0% | $5.6M |
| JNJ Johnson & Johnson | 5,869 | +3373% | $5.3M |
| GOOGL Alphabet Inc. Class A | 40,523 | +127% | $4.7M |
| DE Deere & Company | 6,938 | +460% | $4.1M |
Trimmed (310)
| ISRG Intuitive Surgical, Inc. | 9 | -82.0% | -$51.9M |
| FOX Fox Corporation Class B | 429 | -80.9% | -$32.1M |
| AGNC AGNC Investment Corp. | 334 | -98.0% | -$31.1M |
| NLY Annaly Capital Management Inc. | 130 | -92.9% | -$18.5M |
| LKQ LKQ Corporation | 17 | -99.2% | -$15.2M |
| Vanguard Index Fds Real Estate Etf | 104 | -49.0% | -$11.1M |
| FUTU Futu Holdings Limited | 19 | -97.8% | -$11.0M |
| MOMO Hello Group Inc. · ADR | 966 | -93.2% | -$10.0M |
| CCL Carnival Corporation Ltd. | 297 | -94.2% | -$8.6M |
| CPRT Copart, Inc. | 20 | -98.6% | -$7.3M |
Exited (56)
| Electronic Arts Inc | 4,668 | Exited | -$957.1K |
| Teva Pharmaceutical Industries Ltd ADR | 27,453 | Exited | -$930.1K |
| Repsol YPF SA | 21,271 | Exited | -$532.8K |
| Invesco Exch Trd Slf Idx Fd Invsc 30 Muni Bd | 7,000 | Exited | -$153.4K |
| Invesco Exch Trd Slf Idx Fd Bulletshs 31 Mun | 7,000 | Exited | -$146.9K |
| POOL Pool Corporation | 660 | Exited | -$141.8K |
| Global X Fds Us Pfd Etf | 7,453 | Exited | -$139.3K |
| iShares Tr S&P 500 Val Etf | 516 | Exited | -$117.2K |
| Invesco Exch Trd Slf Idx Fd Bulle Mun Etf | 4,000 | Exited | -$103.2K |
| Invesco Exch Trd Slf Idx Fd Bulshs 2029 Muni | 4,400 | Exited | -$101.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 1,154 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 989 | $874.8M | Replaced | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR/A (restatement) | 1,049 | $914.1M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 989 | $874.8M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 971 | $898.1M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 922 | $818.7M | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 981 | $800.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer