Institutional Fund
Atlas Capital Advisors Inc.
Jackson, WYCIK 14341654 filings on record
Portfolio Value
$874.63M
Q1 2026
Holdings
988
Reported positions
New Buys
74
Opened this quarter
QoQ Change
-2.6%
from $898.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Procter And Gamble Co4.5%
- Vanguard Intl Equity Index F4.4%
- Palomar Hldgs Inc2.5%
- Apple Inc2.0%
- Spdr Index Shs Fds1.9%
- Select Sector Spdr Tr1.8%
- Other83.0%
Portfolio Holdings
988 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Procter And Gamble Co | 271.7K | $39.24M | 4.5% | −507 | Reduced |
| 2 | Vanguard Intl Equity Index F | 470.5K | $38.79M | 4.4% | +7.4K | Added |
| 3 | Palomar Hldgs Inc | 181.6K | $21.71M | 2.5% | 0 | Held |
| 4 | Apple Inc | 67.4K | $17.11M | 2.0% | +2.8K | Added |
| 5 | Spdr Index Shs Fds | 357.4K | $16.76M | 1.9% | −24.1K | Reduced |
| 6 | Select Sector Spdr Tr | 115.5K | $15.34M | 1.8% | −10.3K | Reduced |
| 7 | Ishares Inc | 181.1K | $14.25M | 1.6% | +45.8K | Added |
| 8 | Ishares Tr | 256.7K | $12.33M | 1.4% | +4.4K | Added |
| 9 | Microsoft Corp | 31.4K | $11.61M | 1.3% | +721 | Added |
| 10 | Alphabet Inc | 39.6K | $11.38M | 1.3% | +1.0K | Added |
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