ATLAS CAPITAL ADVISORS LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$767M
Signature - Title
Albert Gutierrez - Shareholder
Location
38 Keyes Ave, Suite 200, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 891 $767M +$190M -$59.7M +$130M PG, MSFT, XLK, AOK, VGK 13F-HR 7/29/2024, 06:23 PM
Q1 2024 890 $640M +$86M -$390M -$304M XLK, AOK, IMTM, VGK, VOE 13F-HR 4/15/2024, 12:00 PM
Q4 2023 894 $690M +$73.7M -$47.2M +$26.5M PG, VT, MSFT, AOK, XLK 13F-HR 2/15/2024, 07:00 AM
Q3 2023 871 $607M +$28.2M -$59.8M -$31.6M PG, MSFT, AOK, XLK, IMTM 13F-HR 11/14/2023, 01:59 PM
Q2 2023 890 $658M +$47.5M -$57.4M -$9.88M PG, MSFT, AOK, VGK, XLK 13F-HR 8/15/2023, 12:08 PM
Q1 2023 899 $636M +$67.2M -$55M +$12.1M PG, MSFT, PLMR, AOK, VGK 13F-HR 5/16/2023, 10:36 AM
Q4 2022 892 $595M +$67M -$69M -$2.01M PG, AOK, VHT, PLMR, VGK 13F-HR 2/15/2023, 12:00 PM
Q3 2022 911 $548M +$60.9M -$54.2M +$6.74M PG, AOK, VGK, VPL, MSFT 13F-HR 11/8/2022, 04:11 PM
Q2 2022 971 $589M +$133M -$85.6M +$47.6M PG, AOK, STIP, VPL, IMTM 13F-HR 8/15/2022, 09:32 PM
Q1 2022 909 $642M +$58.8M -$53.6M +$5.19M BSV, SPLK, VGK, MSFT, PG 13F-HR 5/10/2022, 06:08 PM
Q4 2021 925 $670M +$92.7M -$71.4M +$21.3M BSV, VGK, IMTM, MSFT, PG 13F-HR 1/31/2022, 07:41 PM
Q3 2021 942 $624M +$91.9M -$79.1M +$12.8M VGK, MTUM, SPLK, IMTM, VPL 13F-HR 10/28/2021, 05:13 PM
Q2 2021 946 $597M +$80.2M -$34.5M +$45.7M MTUM, MSFT, SPLK, VPL, VGK 13F-HR 7/30/2021, 03:27 PM
Q1 2021 788 $514M +$61.2M -$40.6M +$20.6M VPL, SPLK, MTUM, VGK, PG 13F-HR 5/7/2021, 06:23 PM
Q4 2020 644 $474M +$60.3M -$53.8M +$6.52M SPLK, VPL, MTUM, VGK, SPEM 13F-HR 2/16/2021, 02:15 PM
Q3 2020 308 $422M +$43.2M -$68M -$24.8M SPLK, VPL, PG, MTUM, SPEM 13F-HR 10/23/2020, 04:45 PM
Q2 2020 662 $426M +$63.4M -$46M +$17.5M SPLK, VPL, MTUM, PG, SPEM 13F-HR 7/28/2020, 05:12 PM
Q1 2020 660 $336M +$91.3M -$78.3M +$13M VPL, SPLK, PG, MTUM, SPEM 13F-HR 5/4/2020, 02:23 PM
Q4 2019 627 $401M +$83.6M -$37.6M +$46M SPLK, VPL, PG, VWO, MTUM 13F-HR 1/27/2020, 07:01 PM
Q3 2019 633 $332M +$66M -$39.4M +$26.5M PG, VPL, VGK, MTUM, AAPL 13F-HR 10/31/2019, 07:38 PM
Q2 2019 648 $304M +$48.7M -$27.1M +$21.6M PG, VPL, VGK, MTUM, V 13F-HR 7/25/2019, 12:41 PM
Q1 2019 560 $277M +$31.7M -$33.6M -$1.89M PG, VPL, MTUM, VOE, VGK 13F-HR 4/26/2019, 07:14 PM
Q4 2018 558 $250M +$41.6M -$50.3M -$8.74M PG, VPL, MTUM, VGK, VOE 13F-HR 1/29/2019, 05:04 PM
Q3 2018 536 $299M +$57.4M -$43.3M +$14.1M PG, VPL, VOE, MTUM, VGK 13F-HR 11/9/2018, 12:52 PM
Q2 2018 500 $282M +$42.6M -$87.6M -$45.1M PG, VPL, VGK, VWO, PFF 13F-HR 7/30/2018, 01:36 PM
Q1 2018 516 $326M $0 $0 PG, EMB, VGK, VPL, VWO 13F-HR 4/17/2018, 05:56 PM